Getting Started

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MIGRATION ASSISTANCE

Move from Quickbooks and other accounting systems with confidence

Name: CustomBooks
Author: CustomBooks

When you business outgrows QuickBooks Online, QuickBooks Enterprise, or another accounting platform, CustomBooks™ can help you move the data you need into a system built for the next stage of growth.

Our migration team helps with lists, balances, open AR/AP documents, journal entry history, and historical transaction detail depending on the package and scope you choose

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See the Process

Common migration needs

Choose a starting point based on how much data your team needs inside CustomBooks™

✓ Getting started with lists and beginning balances
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✓ Journal entries with open AR and AP document balances
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✓ Historical document detail for deeper transaction history
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✓ Guidance for teams moving beyond entry-level accounting tools

WHY MIGRATE

Outgrowing your current accounting software should not mean losing clarity.

Many businesses start with a familiar accounting system and later need stronger inventory, reporting, workflows, integrations, or operational flexibility. Migration assistance helps you bring the right foundation into CustomBooks™ so your team can continue growing without rebuilding everything from scratch.

Keep key data accessible

Bring over the lists, balances, open documents, and transaction history your team needs for day-to-day operations and reporting.

Reduce manual setup

Get help organizing and importing data instead of manually recreating every account, customer, vendor, item, and balance.

Start with a cleaner foundation

Clarify what should move, what should stay archived, and what level of history is useful in your new CustomBooks™ environment.

MIGRATION PROCESS

A clearer path from your old system to CustomBooks™

Every migration depends on the source system, data quality, transaction volume, and the amount of history requested. This process section gives visitors a simple view of what happens before they request a quote.

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1.Review your current system

We identify the accounting software you are moving from, such as QuickBooks Online, QuickBooks Enterprise, or another platform, and clarify the business reason for the migration.

2. Choose the right migration level

Your team decides whether you need basic lists and balances, journal entry history with open AR/AP, or detailed historical transactions.

3. Map and prepare your data

Key records such as chart of accounts, customers, vendors, items, terms, inventory, projects, classes, and balances are reviewed for import readiness.

4. Import and validate

Data is moved into CustomBooks™ and reviewed so your team can confirm the expected lists, balances, documents, and history are available.

5. Go forward with confidence

Once the migration is complete, your team can begin using CustomBooks™ with the right operational and accounting foundation in place.

MIGRATION OPTIONS

Pick the level of history your business needs.

Not every company needs the same type of conversion. Some teams only need lists and beginning balances, while others need journal entry history or detailed historical transactions for invoices, payments, deposits, bank transactions, and more.

Foundational

Getting Started

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Getting Started with Lists and Balances

Best for companies that want core records imported without detailed historical transactions.
✓ Chart of accounts
✓ Customers and vendors
✓ Inventory and service items
✓ Beginning trial balance
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Financial History

Journal Entry Transactions

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Journal Entry Transactions

Best for teams that need the Getting Started package plus general ledger journal history and open AR/AP document balances.
✓ General ledger journal entries
✓ Open accounts payable balances
✓ Open accounts receivable balances
✓ Core list and balance data

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Detailed History

Historical Transactions Quote

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Historical Detail Transactions

Best for companies that want deeper transaction history quoted by project based on years, volume, and source system complexity.
✓ Invoices and sales receipts
✓ Payments, deposits, and bank transactions
✓ Purchase orders and billing documents
✓ Sales orders, item receipts, and more

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Compare Plans

Features

Zen

Platform 1

Platform 2

Platform 3

Features one

Features two

Features three

Features four

Features five

Getting Started

Journal EntryTransactions

Historical Detail Transactions

Features one

Features two

Features three

Features four

Features five

Getting Started

Journal EntryTransactions

Historical Detail Transactions

Chart of Accounts

Payment Terms

Price Levels

Sales People

Customers/Vendors

Units of Measure

DATA WE CAN HELP MOVE

Bring over the records that keep your business running.

Migration scope can include master records, balances, open documents, and historical transactions depending on the package selected and quote approval.

Chart of Accounts

Payment Terms

Customers / Vendors

Inventory Items

Service Items

Projects & Classes

Open AR / AP

Historical Transactions

migration planning

Migrating from another accounting or ERP system?

Review platform-specific comparisons to understand what usually changes when businesses move toward CustomBooks for accounting, inventory, purchasing, fulfillment, reporting, and operational workflows.

QuickBooks Enterprise →

QuickBooks Online →

NetSuite →

SAP Business One →

Microsoft Dynamics 365 →

Sage 50 →

View All →

READY TO MOVE

Connect with our team to discuss your migration needs.

Ready to make the move to CustomBooks™? Schedule a demo with our team to discuss your migration needs, explore the right approach for your business, and get answers to your questions.