Switch from QuickBooks
in under an hour
Your accounts, contacts, transactions, and history — all moved to Trilyn One. No accountant needed. No data lost.
Data compatibility
What transfers over
Step by step
How to migrate
Export your data from QuickBooks
In QuickBooks, export each section as a CSV file. You only need the sections that apply to your business.
This is the most important export — do this first.
Exports all customer and vendor contact info.
Needed if you track inventory or sell products.
Use your full history date range for complete records.
Only needed if you have unpaid customer invoices.
Only needed if you have outstanding vendor bills.
Import into Trilyn One
Go to the Import page inside your Trilyn One account and upload each file. The system will guide you through column mapping.
Import this first — other data depends on it.
Imports both customers and vendors.
Maps to your inventory module.
Historical transactions — import after accounts.
Open balances for AR/AP.
Verify & go live
After importing, run a quick verification to make sure everything transferred correctly before canceling QuickBooks.
Compare totals against your QB trial balance.
Confirm customers and vendors imported correctly.
Make sure outstanding balances match QB.
Run a test payroll before your next pay date.
Only cancel after you've verified everything.
Do not cancel your QuickBooks subscription until you have verified your trial balance, open invoices, and contact list in Trilyn One. Keep both systems running in parallel for at least 2–4 weeks. QuickBooks does not issue refunds for partial billing periods.
Estimated time by business size
Migration FAQ
Ready to make the switch?
Start your 14-day free trial. Import your QuickBooks data on day one. Cancel anytime — no contracts.
Start free trialNeed help? Email support@trilynone.com