ACCOUNTING
SOFTWARE,
PLUS QB HISTORY.

QBAI is the operating accounting system, with QuickBooks Desktop extraction and reports built in. Use it for QB Desktop reporting today, migration planning tomorrow, and full accounting when the team is ready.

One package, four ways to start

QuickBooks Desktop extraction

Pull the company file, report snapshots, custom fields, customers, vendors, items, transactions, and audit support data into a secure archive.

QB Desktop reports

Use imported history for dashboards, operational reports, anomaly detection, AI questions, migration health, customer analysis, and CPA review while staying in QB Desktop if needed.

QBAI accounting software

Cut over when ready and run AR, AP, bank import, GL, purchasing, inventory, estimates, sales orders, shipping, tax, budgets, KPIs, and close inside QBAI.

Operations and controls

Manage parts, vendor sources, inventory locations, customer order history, email workflows, role groups, audit trail, 2FA, close review, and backup readiness.

Main package

Accounting software for the work after QuickBooks

Run sales, purchasing, inventory, banking, AR, AP, and GL in QBAI when you are ready to cut over. The system keeps documents linked, supports partial fulfillment and payment, and reports from the operating ledger.

$
AR / AP
SO
Sales / Purchasing
INV
Inventory / Locations
GL
Banking / GL
QB Desktop reports

See the story in QuickBooks history and new QBAI activity

"Which customers have unpaid invoices over $1,000?"
"Show me all bills due this month"
"What changed in revenue, margin, and cash this month?"

Use dashboards, AR/AP aging, inventory reports, spending categories, Sankey charts, migration health, and AI chat across imported QuickBooks history and new QBAI accounting transactions.

Executive, P&L, balance sheet, cash flow, trial balance
AR/AP aging, collections, payment timing, open invoices and unpaid bills
Sales by item, customer orders, customer concentration, vendor risk
Operations control, inventory, purchase orders, pipeline, shipping recovery
Budget vs actual, KPIs, 1099, tax, revenue by GL and department
Benford's Law, duplicate invoices, round numbers, weekend activity, split transactions
QuickBooks Desktop extraction

Bring the desktop file forward without rebuilding it by hand

The Windows extractor captures the QuickBooks Desktop company data, report snapshots, and raw records needed for audit, reporting, migration, and data rescue.

Raw archive

Keep the original QB export available for audit support, CPA review, migration checks, and backup.

Mapped records

Map customers, vendors, accounts, items, invoices, bills, payments, inventory, and journal entries into useful tables.

Migration health

Track coverage, mapping gaps, unposted records, GL readiness, and reconciliation snapshots before go-live.

Operations and controls

More than a ledger: the workflows around the money

Sales and AR

Estimate to sales order to shipment to invoice to receipt, with customer statements, email sending, payment links when configured, and bank matching.

Purchasing and AP

Purchase orders, receiving, vendor credits, bills, payments, recurring AP, vendor contacts, and 1099 reporting.

Inventory and parts

Inventory and non-inventory items, UOM, assemblies, transfers, exceptions, reusable locations, parts catalog, manufacturer data, and vendor cross-references.

Banking and close

Bank import, rules, matching, deposits, reconciliations, GL postings, tax remittances, budgets, KPIs, audit log, and close-year controls.

Extracted coverage

40+ QuickBooks Desktop entity types supported

Capture the major QuickBooks Desktop records that matter for reports, migration, audit support, and ongoing accounting setup.

Invoices
Bills
Customers
Vendors
Purchase Orders
Checks
Journal Entries
Inventory Items
Accounts
Deposits
Time Tracking
Estimates
Credit Memos
Sales Orders
Comparison

QB Desktop vs QBAI Workflow

QuickBooks Desktop

  • -Local desktop workflow and file access constraints
  • -Hard to export and reshape cleanly
  • -Requires QB expertise for reporting and cleanup
  • -Limited migration visibility and workflow automation

With QBAI

  • +Ask reports questions in English
  • +Export history and report from new transactions
  • +Use AR, AP, inventory, purchasing, and GL workflows
  • +Track migration health and accounting readiness
Questions

Frequently Asked

What is included in the QBAI package?

The package includes QBAI accounting software, the QuickBooks Desktop extractor, QB Desktop reports, AI chat, exports, migration health, and company-file slot management.

Can I use QBAI only for QuickBooks Desktop reports?

Yes. Teams can keep operating in QuickBooks Desktop and use QBAI for reports, exports, audit support, AI questions, and migration readiness.

Does QBAI work with all versions of QuickBooks Desktop?

QBAI works with modern QuickBooks Desktop versions through the Windows extractor. Older files may work, but newer QuickBooks versions expose more export fields.

How does QBAI use QuickBooks Desktop data?

Install the QBAI Extractor on your Windows PC, run it against the QuickBooks company file, upload the generated files, then report on the history or migrate into QBAI accounting.

Can I run custom reports on QuickBooks data?

Yes. QBAI reports and AI chat work with imported QuickBooks history and new transactions created inside QBAI.

Does QBAI include accounting workflows?

Yes. QBAI includes AR, AP, estimates, sales orders, purchase orders, inventory locations, parts catalog, vendor sources, bank import, audit log, month-end close support, and general ledger workflows.

RUN THE
WHOLE FLOW.

Accounting software. QB reports. QB extraction.

Pricing
$49/company file/mo

One company-file slot includes QBAI accounting software, QB Desktop reports, extraction, AI chat, exports, and migration health.

Start with QBAI →