/Migration
Migration 8 min read
How to Switch from QuickBooks to XIntelliSync
"QuickBooks is a US platform sold to Australians. Here's how to move to software built for AU compliance."
QuickBooks is a US platform sold to Australians. BAS, STP Phase 2, superannuation — these are Australian requirements that QuickBooks has historically treated as secondary features. XIntelliSync was built for them from day one.
Migration Steps
Switching from QuickBooks to XIntelliSync:
- Step 1: Connect QuickBooks via OAuth (Settings → Integrations → QuickBooks)
- Step 2: XIntelliSync imports your data — invoices, contacts, transactions
- Step 3: Review imported data — verify totals match
- Step 4: Set up bank feeds (Basiq) for ongoing transaction import
- Step 5: Configure payroll, BAS settings, and GST codes
- Step 6: Run both platforms in parallel for 1-2 pay periods
- Step 7: When you're confident, switch fully to XIntelliSync
What to Expect in Week One
Your first week on XIntelliSync after switching from QuickBooks:
- Day 1: Connect QuickBooks + bank feeds. Import data. Set up chart of accounts.
- Day 2-3: Configure payroll, employee records, and super settings.
- Day 4-5: Activate 5 to 10 AI agents relevant to your industry.
- Day 6-7: Run your first pay cycle and BAS preparation in XIntelliSync (alongside QuickBooks as a safety net).