If you’ve been using QuickBooks and are ready to move your day-to-day banking and bookkeeping into Lili, the best approach today is to export and safely store your historical QuickBooks data for reference, then start using Lili for new activity going forward.

Important: Lili does not currently support importing QuickBooks files or CSV data directly into the Lili app.

Instead, QuickBooks remains your historical reference, and Lili becomes the tool you use for your current and future business activity.

Before you start

Before moving away from QuickBooks, decide which records you want to keep for future reference. In most cases, businesses should save key financial reports and detailed transaction records for prior periods, especially for taxes, audits, and accountant review.

It’s a good idea to speak with your accountant or tax professional before fully turning QuickBooks off, especially if you have open bookkeeping periods, past adjustments, or more complex records.

Step 1: Export your QuickBooks data for reference

Sign in to QuickBooks and go to the Reports section to export the records you want to keep. Common reports to save include:

• Profit & Loss
• Balance Sheet
• Cash Flow
• General Ledger or Transaction List by Date

Export these reports as PDF files for easy reference, and as CSV/Excel files if you or your accountant may want to review the data in spreadsheet form later.

Step 2: Store your records securely

Once exported, save your QuickBooks files in a secure location you can access later, such as an encrypted drive or trusted cloud storage folder. These files will serve as your historical accounting archive for periods that were managed in QuickBooks.

Keeping organized copies of these reports can make it easier to answer future questions about prior transactions, tax filings, or financial statements.

Step 3: Choose your Lili start date

Next, choose the date from which you want to begin using Lili as your primary bookkeeping tool. Many businesses choose the start of a new month, quarter, or year to keep reporting cleaner and easier to follow.

From that date forward, Lili becomes your system for tracking new business income and expenses, while QuickBooks remains your reference point for older activity.

Step 4: Start using Lili for new activity

After your chosen start date, begin using your Lili business account and debit card for your business transactions. If you’re on an eligible plan such as Lili Smart or Lili Premium, you can also use Smart Bookkeeping to categorize and organize your new transactions inside Lili.

From that point on, your Lili reports and transaction history will reflect the activity you manage directly through Lili.

Option: Keep using QuickBooks with Lili

If you’re not ready to fully stop using QuickBooks, you may prefer to use Lili and QuickBooks together instead of replacing QuickBooks completely. In that setup, Lili can support your day-to-day banking while QuickBooks continues to serve as your accounting system of record.

This can be a good option if your accountant still works primarily in QuickBooks or if your business needs a longer transition period.

Need help?

If you have questions about moving from QuickBooks to Lili, you can contact the Lili team (See contact options in points here: How do I contact the Lili team?)