Migrate · facts captured 2026-08-24

Leave QuickBooks Online without losing the month.

Map a QBO/Xero CSV in Settings → Migration. Do not claim a silent full-parity switch. Blockers live in docs/QBO_PARITY_STATUS.md.

Nominative guide, not a partnership. No API keys, no endpoint list, no importer internals. Those stay behind login for clients. Tax prep stays last. ficary has not earned SOC 2, ISO 27001, or a HIPAA attestation.

The move

  1. Export the client list and the books you can open.
  2. Map that file. Clients first, then work, then time.
  3. Reconnect the bank and email. Do not import mail.
  4. Opening WIP keeps the date it was incurred.
  5. Tax prep stays where it is.

Stay on QuickBooks Online when

Choose QuickBooks when you need the ecosystem (payroll, payments, industry editions) this week.

Move when

Choose ficary when the owner became the bookkeeper and you want a leftover list instead of another QBO screen.

ficary vs QuickBooks Online · QuickBooks Online alternatives · all migration guides

Practice + books

Map a native export. Confirm counts.

Write us when you are ready to leave. Do not re-key a ficary workbook.