Wave to QuickBooks conversion

Move beyond starter books with a ledger built to scale.

Carry customers, invoices, payments, vendors and bank history into QuickBooks while establishing the stronger controls your next stage requires.

Scope this conversion
Growth-readyStructure for the next operating stage
Open itemsSeparated and verified
Bank controlsCut-off balances explained

Route overview

Wave history, rebuilt for QuickBooks.

Wave data often reflects a lean owner-managed workflow. The conversion must preserve useful history while introducing the account structure, opening balances, payables and reconciliation discipline expected in QuickBooks.

WaveMap + rebuild + proveQuickBooks

What we map

The records that carry accounting meaning.

The exact transfer set is confirmed during scoping. These are the structures most often included for this route.

01

Accounts

Source categories mapped to valid destination types.

02

Customers

Profiles, invoices, credits, receipts and balances.

03

Vendors

Suppliers, expenses, bills and supported payments.

04

Banking

Imported transactions, transfers and closing positions.

05

Products and taxes

Items, revenue treatment and tax settings.

06

Opening ledger

Assets, liabilities, equity and adjusting journals.

Route-specific judgment

Where this conversion needs attention.

Software systems represent the same accounting reality differently. These differences are handled deliberately rather than left to an import tool.

01

Imported banking

Duplicates and uncategorized lines must be resolved before cut-over.

02

Cash versus accrual

Source reports can change materially by accounting basis.

03

Processor deposits

Fees and grouped payouts may obscure invoice-level settlement.

04

Opening balances

A complete balance sheet may require records beyond routine Wave exports.

Reconciliation proof

The controls used to prove the result.

We compare agreed source and destination positions at the same cut-off, then document any platform-native difference.

01Trial balanceCompared
02AR agingCompared
03AP/open expensesCompared
04Bank balancesCompared
05Revenue by periodCompared
06Opening equityCompared

The handover standard

01

Stronger foundation

QuickBooks begins with a complete, maintainable ledger.

02

Customer continuity

Open invoices and relevant history remain accessible.

03

Clear cut-off

Bank, tax and equity positions are documented.

Your file defines the scope

Know what will move before you commit.

Receive a written route, timetable, reconciliation plan and fixed price.

Request a fixed quote