About 15 minutes · reviewed 2026-10-12
How to switch from QuickBooks to Billing Software by Betterwork in 15 minutes
Intuit ended access to QuickBooks products in India on 1 July 2023, and asked customers to export their data. If you still have that export (or use QuickBooks Online outside India and want faster, WhatsApp-first billing), Betterwork imports your customers, items and open invoices on a 30-minute onboarding call and issues GST, VAT or sales-tax invoices from day one.
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What you need from QuickBooks
- Customers export (CSV/Excel) with tax IDs and contact details
- Products and services list with rates
- Open invoices as opening balances
- Last invoice number
Step by step
- 1
Locate or create your QuickBooks export
Indian users: use the data export you downloaded before the 2023 shutdown (Excel/CSV lists of customers, products and open invoices). QuickBooks Online users elsewhere: export Customers and Products & Services as CSV and the open invoices report.
- 2
Send us the files
Upload them in your onboarding form or WhatsApp them to our team. We check columns, units and GST rates and flag anything odd (duplicate parties, missing HSN codes) before import.
- 3
Set your invoice template
On the 30-minute onboarding call we add your logo, colours, columns, bank details, terms and language, and set your invoice numbering to continue from your last invoice number.
- 4
Import and verify
We import items, customers and opening balances, then you check five random customers and ten items against your old system. Fix anything on the spot.
- 5
Bill in parallel for one day
Create your first real invoices in Betterwork while your old system stays open. Compare totals and tax. After one clean day, switch fully.
- 6
Keep the old software read-only
Do not delete it. Keep it for historical records and for your CA until the financial year closes; Betterwork holds everything from the switch date onward.
- 7
Set tax rules for each market
On the call we set Indian GST (CGST/SGST/IGST, HSN), UAE VAT, UK VAT or US state sales tax per customer, so invoices are compliant from the first one.