qbdsnapshot — The Reconciliator
==================================
Version: 1.1 | https://thereconciliator.com/migrate


WHAT THIS DOES
--------------
qbdsnapshot reads your QuickBooks Desktop company file and exports a
snapshot (snapshot.json) to your Desktop.

This file is used by The Reconciliator to assess your migration complexity
and generate a full Migration Report.

Your QuickBooks data NEVER leaves your machine during this step.
The snapshot is only uploaded when YOU choose to at:
https://thereconciliator.com/migrate


BEFORE YOU START
----------------
1. Make sure QuickBooks Desktop is installed on this machine
2. Open QuickBooks Desktop and open your company file
3. Confirm your company name appears in the QuickBooks title bar


HOW TO USE (IMPORTANT)
----------------------
1. Extract this folder (right-click → "Extract All")
2. Open the extracted qbdsnapshot folder
3. Double-click: Run qbdsnapshot.bat
4. A console window will appear showing progress


FIRST RUN: QUICKBOOKS PERMISSION PROMPTS
---------------------------------------

You will see TWO prompts from QuickBooks:

STEP 1:
"Application Certificate" / Integrated Application prompt

- Select: "Yes, whenever this QuickBooks company file is open"
- Click: Continue


STEP 2:
Security warning about unsigned application

"This application is not signed with a digital certificate..."

- Click: YES


Then:
- Click: Done


These steps allow qbdsnapshot to safely read your data and generate the snapshot.

If you click "No", the snapshot will not run.


CONTINUE
--------
5. Wait for "Snapshot complete" (2–5 minutes)
6. Find snapshot.json on your Desktop

IMPORTANT: Do NOT run the .exe directly — use the .bat file.


NEXT STEP
---------
Upload your snapshot file at:
https://thereconciliator.com/migrate

Your snapshot will be analyzed across 14 complexity factors.
Results appear in under 2 minutes.


TROUBLESHOOTING
---------------

"QuickBooks Desktop is not open"
→ Open QuickBooks Desktop and make sure a company file is loaded,
  then run qbdsnapshot again.

No QuickBooks permission prompt appeared
→ Close and reopen QuickBooks, then run qbdsnapshot again
→ Make sure a company file is open

Nothing happens when you double-click
→ Make sure you are running: Run qbdsnapshot.bat (not the .exe)

Windows shows a security warning
→ Click "More info" → "Run anyway"

Snapshot failed
→ Make sure:
  - QuickBooks Desktop (not QuickBooks Online) is installed
  - A company file is open
  - You are running this on Windows (Mac not supported)


Still having trouble?
→ migrations@thereconciliator.com


PRIVACY
-------
qbdsnapshot runs locally on your machine.
No data is sent anywhere during snapshot generation.

The snapshot file is only uploaded when you choose to at:
https://thereconciliator.com/migrate


The Reconciliator · ubiquitous.llc · migrations@thereconciliator.com