QuickBooks to Tabby Migration Guide — For Existing Users

How This Works for Existing Users

If you already have an active Tabby account with connected bank accounts or existing transactions, direct migration into your current account is not yet supported. We are actively building this — but in the meantime, here is the current workaround.

You will create a new free subscription under the same email address as your existing Tabby account, migrate your QuickBooks data there, and then have your paid subscription transferred over. Because it's the same email, switching between accounts is seamless and your bank connections carry over automatically.

⚠️ Important: Do not connect any bank accounts or add any transactions to the new subscription until your QuickBooks migration is fully complete.

What You'll Need

Before starting, download the following four reports from QuickBooks. Each file must cover the same date range.

Step 1: Export 4 Reports from QuickBooks

Access Reports

• Log into your QuickBooks account.
• Go to Reports → Standard Reports.

Export These 4 Reports

From the top section:

• Balance Sheet
• Profit & Loss (P&L)

From the bottom (under "For Your Accountant"):

• Journal
• General Ledger

For Each Report:

• Select the same time period for all 4 reports.
• You can migrate up to 3 years of data. Example: if it's 2026, you can migrate 2023, 2024, and 2025.
• Choose your accounting method (Cash or Accrual).
• Click Export to Excel (top right).
• Save the file to your computer.

⚠️ Critical: All 4 reports must have the exact same date range.

Step 2: Create a New Free Subscription Using the Same Email

Log into Tabby and create a new subscription using the exact same email address as your existing account. Select the Free plan — there's no charge for this step.

[Image: Add new Organization]

When prompted for a business name, name this subscription something recognizable like:

• "[Your Business Name] – Migration"
• "[Your Business Name] – QBO Import"

Using the same email keeps both subscriptions under one login. You can switch between them easily from your account menu. Your existing paid subscription stays fully active and untouched.

Step 3: Migrate Your QuickBooks Data During Onboarding

When prompted during onboarding of the new subscription, select the option to migrate from QuickBooks. Upload all four Excel files.

[Image: Upload file]

Tabby will import:

• All journal entries and transactions for your selected date range
• Your full Chart of Accounts, including account numbers
• All categorization rules — Tabby's AI follows your QuickBooks rules automatically

Not yet imported: open invoices, bills, and vendor records — these are coming soon. All transaction history is fully included.

Step 4: Wait for Migration to Complete

Once your files are uploaded, Tabby processes everything automatically.

[Image: Migration Process]

Based on our testing:

• Most migrations complete in 30 seconds to 5 minutes.
• Large files with up to 3 years of data and 22,000+ transactions typically take 7 to 10 minutes.

⚠️ Do not close the browser or navigate away while migration is in progress. You'll see a confirmation — "Migration Complete" — when done.

Step 5: Verify Your Bank Accounts

After your migration is complete, the Mark Your Bank Accounts page lets you verify that all bank accounts, bank types, and business account types were uploaded correctly into your Chart of Accounts. This ensures no required accounts were missed during import. If any are missing, add them manually right on this page.

[Image: Verify Your Bank Accounts]

Step 6: Review Your Migrated Data

The easiest way to verify your migration is accurate:

• Open your Profit & Loss in Tabby and compare it to the P&L file from QuickBooks — confirm Net Profit matches. Also spot-check a few expense categories. [Image: Verify Your P&L With QBO Report]
• Open your Balance Sheet in Tabby and compare it to the QuickBooks file — confirm Total Assets, Total Liabilities, and Total Equity match. [Image: Verify Your Balance Sheet With QBO Report]

If the key totals match between Tabby and QuickBooks, your migration is accurate — you don't need to verify every individual transaction.

Step 7: Transfer Your Subscription

After reviewing your imported data to confirm Net Profit and Balance Sheet match, contact our support team to move your subscription. This lets you combine your migrated historical transactions with your live Plaid connection (also called "merging").

Why merging is important:

• Your migrated bank account and the new Plaid connection combine into one.
• Merging ensures up to three years of history with no duplicate transactions.
• New transactions sync automatically from Plaid with no duplicates.
• Older transactions before the merge date stay in place from your migration.

Sample email to support:

To: support@usetabby.com
Subject: Subscription Transfer Request – [Your login id/email]

Hi Tabby Support,
I have completed my migration and reviewed my data. Please transfer my subscription:
From: [Insert your previous Business/Organization Name]
To: [Insert Login Email/ID]
I need this transfer to finalize merging my bank accounts and syncing my live transactions.
Thank you.

Step 8: Connect Your Bank Accounts

Because you're using the same email as your existing account, your bank connections are already available — you don't need to go through the full Plaid connection process again. Simply add the bank accounts to this new subscription, and Tabby automatically detects the last date of your migrated data. New transactions sync from Plaid starting the day after that date — no duplicates, no gaps.

[Image: Merging Bank Account]

Tabby knows where your migration ends and where live sync begins — you don't need to set any dates manually.

Step 9: Review Newly Synced Transactions

Transactions from Plaid are auto-categorized using the AI rules built from your QuickBooks history. Most will categorize correctly; some may need a quick review, especially new vendors or transaction types not previously seen in QuickBooks. Any transaction you recategorize teaches Tabby going forward.

Step 10: Old Account Deactivated

Once merging is confirmed, email Tabby support so we can deactivate and delete your old organization account. You'll then use the new migrated account under your same plan going forward. After your previous account is deleted, go to Settings and update your current account's name — remove the temporary "migration"/"import" label you added so only your professional business name remains.

Summary Checklist

• ☐ Download 4 QuickBooks files (Balance Sheet, P&L, General Ledger, Journal)
• ☐ Create a new Free subscription using your existing Tabby email
• ☐ Migrate QuickBooks data during the new account's onboarding
• ☐ Verify Bank Accounts on the "Mark Your Bank Accounts" page
• ☐ Review migration by comparing P&L and Balance Sheet totals
• ☐ Contact Support to transfer your paid subscription to the new account
• ☐ Connect bank accounts to trigger the merge and live Plaid sync
• ☐ Deactivate old account via support once setup is finalized

Coming Soon
We're actively working on direct in-account migration for existing users, so you won't need this workaround in the future. Once available, you'll be able to migrate QuickBooks data directly into your existing Tabby account — even with connected banks and transactions already in place.

Questions? Contact us at support@usetabby.com.

Updated on: 02/10/2026