Software export guide
Selling your QuickBooks Online practice data to AI buyers
Practices on QuickBooks Online have their own company file plus years of transaction memos, invoice messages, attachments and reconciliation notes. Nyne is the only buyer in our rankings that calls out QuickBooks by name.
Most of it already sits in QuickBooks Online, plus checklists and client email. Buyers want the written trail of how your team actually does the work, so most owners lead with SOPs and training material, then add day-to-day records once personal details are dealt with.
- Key figure
- 1
- Buyers' published range
- $100K to $2M+
- Time to a written offer
- Days to 2 weeks
- Owner time, per buyers
- 1 to 3 hours
01 / What buyers value
The QuickBooks Online records buyers look for
Your practice's own company file
Where it lives
QuickBooks Online
Why a buyer wants it
Your own books, which you control
Raise first
Your finances
Transaction memos and notes
Where it lives
QuickBooks
Why a buyer wants it
Why entries were made
Raise first
Client details
Invoice and estimate messages
Where it lives
QuickBooks
Why a buyer wants it
Client billing communication
Raise first
Client names
Attachments explaining entries
Where it lives
QuickBooks
Why a buyer wants it
Evidence behind the books
Raise first
Personal data
Close checklists and client questions
Where it lives
Docs and email
Why a buyer wants it
Standard work
Raise first
Client specifics
| Record | Where it lives | Why a buyer wants it | Raise first |
|---|---|---|---|
| Your practice's own company file | QuickBooks Online | Your own books, which you control | Your finances |
| Transaction memos and notes | QuickBooks | Why entries were made | Client details |
| Invoice and estimate messages | QuickBooks | Client billing communication | Client names |
| Attachments explaining entries | QuickBooks | Evidence behind the books | Personal data |
| Close checklists and client questions | Docs and email | Standard work | Client specifics |
02 / Value
Putting a number on a QuickBooks practice's data
No buyer publishes a price list by industry. What they do publish is a range for a whole company: micro1, Polyshares and Ventra each advertise deals from roughly $100K to $2M or more, and Pewter's licensing partner cites examples between $350K and $650K. Read those as the buyers' own marketing figures, not offers.
For a QuickBooks practice of about 15 people, three things move the number most: how many years of history you have, how much of the work is written down in one place, and how cleanly client and employee details can be removed. Try the worth estimator for a range based on your size.
03 / Buyers
Which buyers take QuickBooks Online data
On Troveo's intake form, the closest category ("accounting, tax or bookkeeping") sits in the top of its four demand tiers, the group it says buyers pay a premium for. Polyshares lists accounting and tax as one of its premium industries.
Published size rule
Asks for at least 30 staff, with no upper limit
A 15-person QuickBooks practice
Too small at 15
Published size rule
At least 20 full-time US office employees, or 10 for accounting and 6 for law
A 15-person QuickBooks practice
Fits at 15
Published size rule
At least 20 W-2 staff in the US and three years of history
A 15-person QuickBooks practice
Too small at 15
Published size rule
At least 20 people and three years, with a higher bar in some sectors
A 15-person QuickBooks practice
Too small at 15
Published size rule
At least 30 US staff and three years of data
A 15-person QuickBooks practice
Too small at 15
Published size rule
Around 30 people or more
A 15-person QuickBooks practice
Too small at 15
Published size rule
No headcount floor; it weighs how deep the record goes
A 15-person QuickBooks practice
No size floor
Published size rule
Publishes no minimum
A 15-person QuickBooks practice
No size floor
Published size rule
Publishes no minimum (its calculator begins at 20)
A 15-person QuickBooks practice
No size floor
| Buyer | Published size rule | A 15-person QuickBooks practice |
|---|---|---|
| micro1 | Asks for at least 30 staff, with no upper limit | Too small at 15 |
| Mode | At least 20 full-time US office employees, or 10 for accounting and 6 for law | Fits at 15 |
| Nyne | At least 20 W-2 staff in the US and three years of history | Too small at 15 |
| Pewter | At least 20 people and three years, with a higher bar in some sectors | Too small at 15 |
| Ventra | At least 30 US staff and three years of data | Too small at 15 |
| Endless | Around 30 people or more | Too small at 15 |
| Polyshares | No headcount floor; it weighs how deep the record goes | No size floor |
| Mercor | Publishes no minimum | No size floor |
| Troveo | Publishes no minimum (its calculator begins at 20) | No size floor |
Some buyers pay us a referral fee. It never changes your price, and it never changes the order of our rankings.
04 / Export
Getting your data out of QuickBooks Online
- 1Export reports and lists from QuickBooks Online as Excel or CSV.
- 2Download attachments for the period you plan to include.
- 3Read Intuit's terms, including what happens to your data when you cancel.
- 4Do not let a buyer connect through the Intuit developer API without checking its terms.
05 / Typical week
What one ordinary week produces
- Monday: memos added to unusual transactions.
- Tuesday: invoice messages sent for client billing.
- Wednesday: receipts attached to expenses.
- Thursday: reconciliation notes on a mismatch.
- Friday: a close checklist signed off.
Illustrative. Multiply one week by every year you have kept, and that is the record a buyer is looking at. The written decisions matter more than the totals.
06 / Segments
More on bookkeeping practices
07 / Process
How a deal works
- 1
Check the fit
Answer a few questions about headcount, years of records and the systems you use. No files change hands.
- 2
Inventory call
A buyer walks through what you hold and what it wants. Most say the owner spends one to three hours in total.
- 3
Written offer
Buyers usually send terms within days to two weeks: price, scope, term and whether the deal is exclusive.
- 4
Clean and deliver
Personal details are removed under the agreed method, then a copy is exported. Your originals stay where they are.
micro1
What it asks for
Procedures, internal wikis, project and task history, CRM activity
Offer and payment
Up to 30 days to review, then paid within 30 days of invoice
Ask about
Its master terms describe a perpetual license. It says it strips personal details "when relevant", so ask exactly how.
Ventra
What it asks for
Mainly inboxes, recorded calls and helpdesk tickets
Offer and payment
Offer in 3 to 7 days, then net 30 or 60
Ask about
Its terms warn it may be unable to erase data after delivery.
Polyshares
What it asks for
Inboxes, recorded calls, helpdesk tickets and ERP extracts
Offer and payment
Offer in 1 to 2 weeks, paid in 30 to 60 days
Ask about
Licenses are exclusive by default.
Pewter
What it asks for
Operating records for the industries on its list
Offer and payment
No fee to the owner, it says
Ask about
Launched October 2026 by a Florida sales agency. Its licensing partner, not Pewter, signs and pays.
| Buyer | What it asks for | Offer and payment | Ask about |
|---|---|---|---|
| micro1 | Procedures, internal wikis, project and task history, CRM activity | Up to 30 days to review, then paid within 30 days of invoice | Its master terms describe a perpetual license. It says it strips personal details "when relevant", so ask exactly how. |
| Ventra | Mainly inboxes, recorded calls and helpdesk tickets | Offer in 3 to 7 days, then net 30 or 60 | Its terms warn it may be unable to erase data after delivery. |
| Polyshares | Inboxes, recorded calls, helpdesk tickets and ERP extracts | Offer in 1 to 2 weeks, paid in 30 to 60 days | Licenses are exclusive by default. |
| Pewter | Operating records for the industries on its list | No fee to the owner, it says | Launched October 2026 by a Florida sales agency. Its licensing partner, not Pewter, signs and pays. |
08 / Timing
If you are selling or winding down
A data license can sit alongside a sale or a wind-down. If you are selling the business, agree with the acquirer who keeps the right to license the archive. If you are closing down, keep the workspace and inboxes alive until a buyer has seen them. A closed company is not out of options: SimpleClosure reports more than 150 completed sales of shut-down startups' archives.
FAQ
Questions, answered
Can we license our clients' QuickBooks files?
Only with their permission. Your own file, rules and checklists are yours.
Is a 15-person QuickBooks practice big enough?
4 of the 9 buyers in our size check take a QuickBooks practice that size, going by their own published rules. Below 20 people your options narrow to the buyers with no stated minimum.
Do we lose our records if we license them?
No. A license gives the buyer a copy for agreed uses and your originals stay put. Read the term and deletion clauses closely: micro1's master terms describe a perpetual license, and Ventra warns it may be unable to erase data after delivery.
Find the buyers that fit your company
Answer a few questions about your size, tools and history. We show which buyers want a company like yours. Free, no files.
Keep reading
Sources
Every number on this page links back to one of these.
- 1developer.intuit.com: Intuit terms of service for intuit developer servicesdeveloper.intuit.com
- 2quickbooks.intuit.com: L6qDpbE1B US en USquickbooks.intuit.com
- 3quickbooks.intuit.com: Export reports lists and morequickbooks.intuit.com
- 4intuit.com: Onlineintuit.com
- 5Troveo: Business data programtroveo.ai
- 6Polyshares: Sell company datapolyshares.com
- 7micro1: Company referral programmicro1.ai
- 8Beri: micro1 enterprise data partnerships, terms and risksberi.net
- 9Mode: Data program requirementsdata.mode.inc
- 10Nyne: Sell company datanyne.ai
- 11Pewter: Company data licensingpewterdata.com
- 12Pewter: Partner examplespewterdata.com
- 13Ventra: Company datajoinventra.com
Spot something wrong? See our corrections policy. Some buyers pay us a referral fee. How we make money.