What comes over
| Data | What imports |
|---|---|
| Chart of Accounts | All accounts with hierarchy intact |
| Customers | Names, addresses, contact info, outstanding balances |
| Vendors | Names, addresses, contact info, what you owe them |
| Products/Services | Items, prices, descriptions |
| Invoices | Open and paid — your full receivables history |
| Bills | Open and paid — your full payables history |
| Journal entries | Historical transactions |
| Bank transactions | Everything you’ve already categorized |
This is a one-time migration, not an ongoing sync. After importing, Pluvel becomes your system of record. Changes you make in QuickBooks won’t appear in Pluvel.
Before you connect
A little prep work makes the import cleaner:- Reconcile your accounts — Unreconciled transactions can cause balance mismatches
- Clean up unused accounts — That “Test Account” from 2019 doesn’t need to migrate
- Run comparison reports — Export your current P&L and Balance Sheet so you can verify after import
- Know your fiscal year — We need to know when your year starts
Connect QuickBooks
Start the connection
Go to Settings → Integrations, find QuickBooks in the Accounting section, and click Connect.
Sign into QuickBooks
You’ll be redirected to Intuit. Log in with your QuickBooks Online credentials and select the company to connect.
Authorize Pluvel
Grant permission for Pluvel to read your QuickBooks data. We only request read access — we can’t make changes to your QuickBooks account.
Choose what to import
Select which data types to bring over. We recommend importing everything for a complete migration.
Map your accounts
Review how QuickBooks accounts map to Pluvel’s chart of accounts. Most map automatically, but you can adjust any that need different treatment.
How accounts map
Your QuickBooks account types translate to Pluvel like this:| QuickBooks type | Pluvel type |
|---|---|
| Bank | Assets - Cash and Bank |
| Accounts Receivable | Assets - Receivables |
| Other Current Asset | Assets - Current Assets |
| Fixed Asset | Assets - Fixed Assets |
| Accounts Payable | Liabilities - Payables |
| Credit Card | Liabilities - Credit Cards |
| Other Current Liability | Liabilities - Current |
| Long Term Liability | Liabilities - Long-Term |
| Equity | Equity |
| Income | Revenue |
| Cost of Goods Sold | Expenses - COGS |
| Expense | Expenses |
| Other Income | Other Income |
| Other Expense | Other Expenses |
How long it takes
| Company size | Typical duration |
|---|---|
| Small (under 1,000 transactions) | 5-10 minutes |
| Medium (1,000-10,000 transactions) | 15-30 minutes |
| Large (10,000+ transactions) | 1-2 hours |
QuickBooks features that need attention
Classes and locations
QuickBooks classes import as tracking categories in Pluvel. You can use them the same way for departmental reporting.Inventory
If you track inventory in QuickBooks, your items import with quantities and values. Pluvel supports basic inventory tracking for invoicing purposes.Sales tax
Sales tax settings don’t automatically transfer. You’ll need to configure your sales tax in Pluvel after the import.Recurring transactions
Recurring invoices and bills don’t import. You’ll recreate them in Pluvel — it takes about 5 minutes each.Verify your import
After importing, check that everything came through correctly:Compare trial balances
Run a trial balance in both systems. Total debits should equal total credits, and the totals should match between systems.
Check your P&L
Run a P&L for the same date range in both systems. Revenue and expenses should match.
Common issues
Import is taking forever
Import is taking forever
Large imports can take up to 2 hours. You’ll get an email when complete. Don’t disconnect or start another import while one is running.
Account balances don't match
Account balances don't match
Common causes:
- Unreconciled transactions in QuickBooks
- Transactions entered after you started the import
- Pending transactions that haven’t posted yet
Missing transactions
Missing transactions
We import transactions from the start of your current fiscal year. Older transactions become opening balances. If you need full historical detail, contact support.
Duplicate accounts
Duplicate accounts
If you accidentally imported twice, you’ll see duplicate accounts. Merge them in Settings → Accounting → Chart of Accounts.
Products didn't come over
Products didn't come over
Products/services only import if you selected that option. You can run a partial import for just products if you missed them.
QuickBooks Desktop users
We support QuickBooks Online only. If you’re on QuickBooks Desktop:- Convert to QuickBooks Online first — Intuit offers a conversion tool
- Then connect to Pluvel — Use this standard integration
- Or export as CSV — Export your data as CSV files and import manually
After migration
Once everything is verified:- Stop entering new transactions in QuickBooks — All new activity goes in Pluvel
- Keep QuickBooks active for a month — In case you need to reference anything
- Download any reports you want — Export them before you cancel
- Then cancel your QuickBooks subscription
Set up your chart of accounts
Learn how to manage your accounts in Pluvel.