Accounting software for QuickBooks Desktop teams
ACCOUNTING
SOFTWARE
WITH QB DESKTOP BUILT IN.
Use QBAI as a reporting layer for QuickBooks Desktop, a guided migration path, the accounting system after cutover, and the operations control layer for sales, purchasing, inventory, banking, audit, and close.
One package, four offers
QuickBooks Desktop Extraction
Run the Windows extractor, capture the company file, and keep the raw export available for reporting, audit support, backup, migration, and cleanup.
Explore extractionQuickBooks Desktop Reports
Stay in QB Desktop if you want, but use QBAI for executive, cash, AR/AP, inventory, customer, vendor, sales, operations, and anomaly reports.
Explore reportsQBAI Accounting Software
Cut over when ready and create new transactions in QBAI: estimates, sales orders, invoices, receipts, bills, POs, receiving, inventory, banking, and GL.
Explore softwareOperations & Controls
Manage customer orders, parts catalog, vendor sources, inventory locations, shipping workflows, budgets, KPIs, user roles, audit trail, and close readiness.
Explore inventoryFour ways to use QBAI
Stay on QuickBooks Desktop
Keep daily work in QB Desktop and use QBAI for stronger reporting, AI questions, exports, historical backup, audit support, and visibility across the company file.
Migrate on your terms
Choose historical archive, full-ledger migration, or clean start with selected master data, open AR/AP, inventory, banks, parts catalog, and opening balances.
Run QBAI as the accounting system
After cutover, run the operating workflow in QBAI with linked documents, team roles, AR, AP, sales orders, purchasing, inventory, banking, reporting, and GL.
Control operations around the books
Give accounting and operations one place for order history, item pricing, vendor sourcing, inventory locations, budgets, KPIs, close review, and audit evidence.
How it works
Extract QuickBooks
Download the QB Desktop extractor and run it on your company file to generate the import package.
Download ExtractorReview reports
Upload the exported files, review migration health, and report across invoices, bills, customers, vendors, inventory, GL, and 40+ QB data types.
Operate in QBAI
Choose a migration path, invite the team, and run accounting from the same system that holds the QuickBooks history.
Accounting package
Full accounting workflows
Create estimates, sales orders, invoices, receipts, bills, purchase orders, inventory movements, bank transactions, and posted GL entries with linked source records.
Report library
Executive dashboards, P&L, balance sheet, cash flow, AR/AP aging, sales by item, customer orders, operations control, 1099, tax, budgets, and anomaly reports.
Operational data
Manage customers, vendors, contacts, parts catalog, manufacturer/vendor part numbers, items, units of measure, inventory locations, classes, and employees.
Controls and audit readiness
Use migration health, role groups, 2FA, audit log, bank reconciliation, close controls, backup posture, and AI chat to keep the company reviewable.
Use cases
Report better while staying on QB Desktop
Give management, accounting, and operations cleaner reports without forcing a software cutover before the business is ready.
Replace QuickBooks Desktop in phases
Keep QB Desktop history searchable, choose a clean-start or full-ledger path, and move daily accounting work into QBAI when the team is ready.
Report before and after cutover
Report from imported QuickBooks history and new QBAI accounting transactions, so test companies and live companies both show financial results.
Run daily accounting
Keep AR, AP, inventory, purchasing, sales orders, bank import, and general ledger in one workflow instead of exporting data and stopping there.
Connect sales, purchasing, and inventory
Follow estimate to sales order to invoice, create POs for buy-to-order material, receive stock into reusable locations, and keep item pricing tied to customer history.
Prepare for CPA and controller review
Review trial balance, P&L, balance sheet, AR/AP, tax, 1099, bank, inventory, budgets, KPIs, audit trail, permissions, and close readiness from one system.
Data audit & reconciliation
Identify discrepancies, validate account balances, and spot duplicate records with AI-powered analysis.
FAQ
How do I export data from QuickBooks Desktop?
Run the QBAI Windows extractor, upload the generated JSON files, and QBAI organizes the data for reports, migration review, exports, and accounting workflows.
Can I migrate away from QuickBooks Desktop?
Yes. QBAI supports historical archive, full-ledger migration, and clean-start paths so you can move at the pace that fits the company.
Can I use QBAI without leaving QuickBooks Desktop?
Yes. Use the extractor and reports as a QB Desktop reporting layer while the team keeps working in QuickBooks. You can migrate later, or keep QBAI for reports, exports, audit support, and AI analysis.
Can QBAI replace QuickBooks Desktop?
QBAI includes accounting workflows for AR, AP, estimates, sales orders, purchase orders, inventory, bank import, general ledger reporting, budgets, KPIs, audit logs, role controls, and close review.
Does QuickBooks Desktop have AI features?
QB Desktop lacks native AI reporting. QBAI adds AI chat, letting you ask questions like "Show unpaid invoices over $5000" or "Find duplicate customers" in plain English.
How do I export QuickBooks Desktop data to Excel?
Upload your QB Desktop export, select the records you need, and download as Excel or CSV. You can also keep the same data connected to reports and migration health.
What QuickBooks data can I export?
QBAI supports 40+ QB entity types including Invoices, Bills, Customers, Vendors, Inventory, Accounts, Journal Entries, Payments, and more.
Bank-grade security
RUN THE
NEXT BOOKS.
QB extraction. QB reports. Accounting software. Operations controls.
One company-file slot includes the extractor, QB Desktop reports, AI chat, exports, migration health, controls, and the accounting software package.
Start with QBAI →