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

Request a Migration Quote See the Process

Common migration needs

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

✓ Getting started with lists and beginning balances
‍
✓ Journal entries with open AR and AP document balances
‍
✓ Historical document detail for deeper transaction history
‍
✓ 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 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.

Start a Migration Conversation

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.

Foundation

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

More History

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

Detailed History

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

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

READY TO MOVE

Request a migration quote for your accounting data.

Tell us which accounting system you are moving from, how much history you need, and which records are most important to your team. We will help you choose the right migration path into CustomBooks™.

Contact for a Quote

Sign up for CustomBooks™