Easy as one, two, three

Move from QuickBooks Desktop to Brass Jacks Bookkeeper (Without the Headache)

We’ll handle the entire data migration for you so you can skip the technical setup and get straight to working inside your new system.

Your QuickBooks Desktop file is imported into Brass Jacks Bookkeeper by our team.
No connectors to figure out, no manual data rebuilding, and no guesswork.


  • You send your QuickBooks backup.
  • We build your new BJB company file.
  • You log in and pick up right where you left off.


Simple, clean, and done correctly the first time.

Done-For-You QuickBooks Import starting at $299 per company file.

QuickBooks Desktop

$399 per company file
  • Includes data for the current year plus the prior calendar year.
  • Additional historical years can be included for $69 per year.
  • Compatible with QuickBooks Desktop Pro and Premier
  • Includes TWO active credit cards during the selected import period. Additional active credit card accounts are $49 ea.

QuickBooks Enterprise

$499 per company file
  • Includes data for the current year plus the prior calendar year.
  • Additional historical years can be included for $99 per year.
  • Compatible with QuickBooks Enterprise 
  • Includes TWO active credit cards during the selected import period. Additional active credit card accounts are $49 ea.

Request a QuickBooks Conversion

Our Done-for-You QuickBooks Import service is a hands-on migration completed by our team. Because each conversion is individually reviewed and carefully processed, we scheudle new projects as capacity becomes available. 

How it works:
  1. Request a Conversion using the form below.
  2. We'll contact you when a conversion appointment becomes available.
  3. We'll send you a link to review the service details and complete your purchase.
  4. After payment, you'll receive instructions for securely uploading your QuickBooks backup file and completing our intake form.
  5. Your conversion will be scheduled and completed by our team.

This scheduling process allows us to give every conversion the attention it deserves while maintaining a smooth workflow and high-quality results.

We look forward to helping you make the switch to Brass Jacks Bookkeeper!

Migration Readiness Review

Before your conversion is scheduled, we review your QuickBooks company file to help ensure it is a good fit for our standard import process.

Most QuickBooks Desktop files convert without issue. However, some files may contain bookkeeping irregularities, duplicate accounts, excessive inactive accounts, data integrity issues, or other conditions that require additional review before conversion can begin.

If we identify anything that falls outside the scope of a standard import, we'll contact you to discuss available options before proceeding.

Our goal is a clean, accurate migration, not rushing data into a new system and creating more work later.
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Conversion Scheduling & Turnaround

Each QuickBooks conversion is personally handled by our team to help ensure your data comes over clean, organized, and ready to use inside Brass Jacks Bookkeeper.

Because this is a hands-on service, conversion projects are scheduled in a queue based on current demand and file complexity.

Once your project has been reviewed and scheduled, most imports are completed within 5–7 business days.

If you'd like to know our current scheduling timeline before purchasing, feel free to contact us and we’ll be happy to provide an estimated start window.

Our goal is accuracy and a smooth transition, not rushed automated imports that create cleanup work later.

QuickBooks Import (DFY) FAQ

What is the QB Import Done-For-You (DFY) service?

This is a fully managed migration service where we transfer your QuickBooks Desktop company file into Brass Jacks Bookkeeper (BJB) for you. We handle the technical extraction, conversion, and setup so your data is ready to use inside BJB.

What exactly gets imported?

Most core accounting data is included in the import, such as:

  • Company information
  • Chart of accounts
  • Customers, vendors, employees, and contractors
  • Bank accounts (up to 25)
  • Invoices, bills, checks, deposits, and payments
  • Journal entries
  • Items and services
  • Sales receipts (converted into journal entries)

What doesn’t get imported?

Some data must be recreated manually in BJB after the import:

  • Custom fields
  • Account numbers
  • Estimates
  • Inventory adjustments and inventory groups
  • Payroll detail inside individual paychecks
  • Credit card transactions (entered as a lump-sum journal entry)
  • Period closing entries
  • Classes assigned to transactions
  • Jobs on invoices (only the customer is saved)

Which QuickBooks versions are supported?

We support QuickBooks Desktop U.S. versions through 2024, including Pro, Premier, and Enterprise.

QuickBooks Online is not supported for this process.

How does the import process work?


Here’s what happens step-by-step:

  1. We create a new company file inside BJB
  2. A secure import environment is prepared
  3. You provide your QuickBooks Desktop backup file
  4. We connect QuickBooks and BJB using our proprietary QB Importer software
  5. Your data is extracted and imported into BJB
  6. We finalize your new BJB database and send it to you

Once complete, you simply open your new BJB file and begin reviewing your data.

How long will it take?

Once your conversion begins, the process takes 5-7 business days.

What do I need to do before the import?

Before sending your file, make sure:

  • All bank accounts are fully reconciled to the latest statement
  • All credit card accounts are fully reconciled
  • You have your fiscal year-end date ready
  • You provide your QuickBooks backup file
  • You provide your QB password (if applicable)
  • Any locked prior periods are unlocked or password shared

What will I receive after the import?

You will receive a fully built Brass Jacks Bookkeeper company file containing your imported financial data. This becomes your working file going forward.

If you have multiple BJB companies, they must be handled separately and cannot be merged later.

What should I check after the import?

We recommend reviewing:

  • Trial Balance comparison (QuickBooks vs. BJB)
  • Chart of accounts structure (sub-accounts may need rebuilding)
  • Credit card balances (entered as journal entries)
  • Outstanding checks and deposits (may need manual marking)
  • Invoice numbering (original QB numbers are stored in a custom field)

Can I import from QuickBooks Online?

No. This import process only supports QuickBooks Desktop (U.S. versions).

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Who we are

Our mission is to educate people to become highly skilled bookkeepers and to connect companies to highly qualified bookkeepers. 

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Get in touch

  • PO Box 158
    Corvallis, OR, 97333, US
  • jackier@brassjacks.com
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