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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.
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
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
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
