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Switching to TrackOver

Switching from QuickBooks to TrackOver

Use the Excel file QuickBooks gives you as it is, or connect QuickBooks in TrackOver's Integrations and pull customers and items directly. Either way you check the list before anything is saved.

What comes over

Your customer listCustomers. "Rivera, Pat" comes in as Pat Rivera so it matches the same person elsewhere
Your products and servicesYour price book. Inventory and non-inventory items become materials, services stay services

How it works

  1. 1
    Download your lists from QuickBooks
    Look for Export or Download on each list in QuickBooks. Its own help pages show exactly where. CSV or Excel both work.
  2. 2
    Drop the file into TrackOver
    Sign in as the owner or a manager, go to trackover.io/import, pick what the file holds, and drop it in.
  3. 3
    Check the columns and the rows
    We match the columns for you and show every row. Fix a match with one dropdown if it's wrong.
  4. 4
    Import, and undo if you need to
    Rows are saved in batches while you watch. If it isn't what you wanted, Undo takes the whole import back out for 24 hours.

Good to know

  • The title rows at the top of a QuickBooks Excel export are skipped automatically.
  • Invoices and payments are not imported. Keep QuickBooks for your books; TrackOver can send new invoices to it once it's connected.
  • CSV and Excel (.xlsx) files both work, up to 4 MB and 20,000 rows each. Split a bigger list into a few files.
  • You see every row before anything is saved: what's ready, what's already in TrackOver, and what can't come in and why.

Safe by design

See it before it's saved
Every row is checked first. Rows that can't come in say why, and you can download them to fix.
No duplicates, nothing overwritten
Anything already in TrackOver is skipped, never changed. Same name but different phone and email? You decide.
Undo for 24 hours
One tap takes an import back out. Anything your team has worked on since stays.
No automatic texts
Imported customers and leads aren't signed up for automatic texts like reminders and follow-ups until they've said yes.
No surprise seats
Imported team members come in switched off: no login, no invite, no charge until you turn them on.
Owners and managers only
Only the office can import, and everything stays inside your company's account.

Common questions

What can I bring over from QuickBooks?

Your customer list: Customers. "Rivera, Pat" comes in as Pat Rivera so it matches the same person elsewhere. Your products and services: Your price book. Inventory and non-inventory items become materials, services stay services.

How long does the import take?

Minutes per file. The longer part is deciding what to bring: start with customers, open jobs and your prices, then add the rest when you need it.

What if the import goes wrong?

Nothing is saved until you have seen every row. After it is saved, Undo takes the whole import back out for 24 hours, and anything your team has worked on since stays.

Will my imported customers get texts?

No. Imported customers and leads aren't signed up for automatic texts like reminders and follow-ups until they've said yes.

Is there a free trial?

Yes. The free plan needs no card and doesn't expire, and every paid plan starts with a 7-day free trial.

Can someone help me with the export?

Yes. Email support@trackover.io with what you are trying to bring over and where you are stuck.

Start freeAlready on TrackOver? Import now

Questions about an export? Email support@trackover.io.