Migrating from QuickBooks Online

What transfers

1. Customers. Top-level QuickBooks customers become Conduit customers with name, email, phone, customer type, company name, billing address, city, state, ZIP code, and notes.
2. Sub-customers as projects. QuickBooks sub-customers become Conduit projects with name, parent customer relationship, address, city, state, ZIP code, notes as the description, and active or cancelled status.
3. Invoices. Invoice number, status, customer relationship, subtotal, tax from QuickBooks TotalTax, total, due date, paid date when available, notes, and line-item descriptions, quantities, unit prices, and totals.
4. Estimates as bids. Title, status, customer relationship, subtotal, total, and line items.
5. Items as price book items. Active service, non-inventory, and inventory items transfer with name, description, unit price, cost, category, and taxable status.

What does not transfer

• Contacts, jobs, or schedules. The QuickBooks connector does not fetch these resources. Sub-customers become projects, not jobs.
• Invoice or estimate issue dates. The connector does not set an issue date in Conduit.
• Estimate tax, notes, and expiration dates. Those fields are not saved on the imported bid.
• Journal entries, bank feeds, reconciliations, vendors, bills, QuickBooks Time entries, 1099 settings, and reports. Keep these in QuickBooks.
• QuickBooks tax codes. Invoice tax amounts transfer from TotalTax, but the tax-code configuration itself does not.

After import

Spot-check the customer hierarchy, project addresses, invoice totals and tax, estimate line items, and price book items. Keep QuickBooks for accounting records that are outside Conduit’s job-management model. The summary above already shows how many records of each type came across, and how many had errors.

Need help? Email support@conduitforcontractors.com.

Verified against the QuickBooks Online connector and Conduit importer on 2026-08-26.