If you are looking to migrate your accounting data from your current accounting software to CustomBooks™, our Migration team is here to assist you. We have a team of experts who can help you seamlessly transfer your data to CustomBooks™, ensuring that your data is accurate and up-to-date.
Getting started list that will populate what's needed to start. No detailed transactions.
Does included Beginning Trial Balance.
Chart of Accounts
Payment Terms
Price Levels
Sales People
Customers/Vendors
Units of Measure
Categories
Units of Measure Sets
Inventory Items
Service Items
Projects & Classes
Addresses
Shipping Carriers
Price Matrix
Beginning Trial Balance
*Current year and previous year only, each additional year has a $99 fee. No detailed transactions.
Chart of Accounts
Payment Terms
Price Levels
Sales People
Customers/Vendors
Units of Measure
Categories
Units of Measure Sets
Inventory Items
Projects & Classes
Addresses
Shipping Carriers
Price Matrix
Open Accounts Payable Document Balances
Open Accounts Receivable Document Balances
Trial Balance Journal Entries For Each Period Requested
Quoted by project. Variable costs based on number of transactions, number of years, and system migrating from.
Chart of Accounts
Payment Terms
Price Levels
Sales People
Customers/Vendors
Units of Measure
Categories
Units of Measure Sets
Inventory Items
Projects & Classes
Addresses
Shipping Carriers
Price Matrix
Full History Invoices
Full History Sales Receipts
Payment
Journal Entries
Deposits
Bank Transactions
Credit Memo
Cash Receipts
Purchase Orders
Billing/Invoice
Invoice Payments
Item Receipts
Sales Orders
Sales Invoices