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.
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.
See the story in QuickBooks history and new QBAI activity
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.
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.
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.
40+ QuickBooks Desktop entity types supported
Capture the major QuickBooks Desktop records that matter for reports, migration, audit support, and ongoing accounting setup.
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
Frequently Asked
What is included in the QBAI package?
Can I use QBAI only for QuickBooks Desktop reports?
Does QBAI work with all versions of QuickBooks Desktop?
How does QBAI use QuickBooks Desktop data?
Can I run custom reports on QuickBooks data?
Does QBAI include accounting workflows?
RUN THE
WHOLE FLOW.
Accounting software. QB reports. QB extraction.
One company-file slot includes QBAI accounting software, QB Desktop reports, extraction, AI chat, exports, and migration health.
Start with QBAI →