Migrate from QuickBooks without starting over

One-click QuickBooks import brings customers, vendors, chart of accounts, and opening balances into Cheery AI ERP — then manage everything conversationally.

A smoother QuickBooks migration

  • Structured import wizard

    Map QuickBooks lists and balances into Cheery modules — accounting, AR/AP, and CRM — with validation before you go live.

  • Keep Zoho & Airwallex connected

    After import, sync Zoho CRM/Books and Airwallex bank feeds so you are not locked into a single US-centric stack.

  • HK-first after migration

    Add MPF payroll, bilingual documents, and local compliance workflows that QuickBooks Online often handles as add-ons.

  • AI on top of imported data

    Once data is in, ask Cheery AI to draft invoices, reconcile bank lines, or generate P&L — using your migrated history.

Related: How to connect QuickBooks, Zoho, and Airwallex →

QuickBooks import FAQ

What QuickBooks data can I import?
Typical migrations include chart of accounts, customers, vendors, items, and opening balances. Contact us for a pre-migration checklist for your entity.
How long does migration take?
Simple SMB datasets often import in under an hour. Larger multi-year histories may need a guided onboarding session on Enterprise plans.
Can I run QuickBooks and Cheery in parallel?
We recommend a cut-over window after validation. Our team can help plan a parallel period for reconciliation before you switch reporting.

Import and try Cheery AI ERP

Free tier available. Enterprise plans include dedicated onboarding for complex QuickBooks histories.

QuickBooks Import to Cheery AI ERP | Hong Kong · Cheery Limited