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How do I migrate from Quickbooks to Lili?

While you can’t import your data into Lili yet, you can still backup your data and save it on your personal computer, and start using Lili from that point.

Step 1: Prepare Your QuickBooks Data

Before you begin the migration process, it's essential to prepare your data in QuickBooks. Follow these steps to ensure your data is ready and make sure all of it is saved:

  1. Backup Your Data: Always create a backup of your QuickBooks data before making any changes.
  2. Review Your Accounts: Ensure all your accounts are up to date and reconciled.
  3. Export Your Data: QuickBooks allows you to export your data in various formats. For migration to Lili, we recommend exporting your data in CSV format.

Step 2: Export Data from QuickBooks

  1. Log in to QuickBooks: Access your QuickBooks account and navigate to the reports or accounts you want to export.
  2. Select Data for Export:
    • Go to the Reports section and choose the reports you need (e.g., Profit & Loss, Balance Sheet, etc.)
    • Click on the Export button and choose Export to Excel or Export to CSV
  3. Save the Exported Files: Save the exported files to a location on your computer where you can easily find them

Step 3: Start Using Lili

  1. Explore Lili's Features: Familiarize yourself with Lili's dashboard and explore the various features available to you.
  2. Start Tracking Expenses: Begin categorizing and tracking your expenses to gain insights into your financial health.
  3. Use Lili's Tools: Utilize Lili's tools for budgeting, saving, and managing your cash flow effectively.