Your client needs a migration. Your team doesn't need another project.
BookHeaven gives your firm access to experienced accounting migration specialists who assess the source file, prepare and map the data, execute the conversion and validate the new books—while your firm stays in control of the client relationship and accounting decisions.
Move the right data. Map the differences. Prove the numbers.
A migration is more than moving records. We assess the source file, map the differences, validate the converted books and help your team make the cutover with confidence.
Move the books. Protect the accounting.
The goal is a usable accounting environment with key balances, records and workflows checked against the source before your team signs off.
Preserve what matters
Identify the financial history, open transactions, master records and supporting information the client actually needs.
Translate the structures
Map accounts, contacts, items, dimensions, tax structures and transaction types into the target system rather than assuming one-to-one equivalence.
Validate before sign-off
Compare key reports and balances, investigate exceptions and make the cutover decision with evidence—not assumptions.
From source file to reviewed books.
The uploaded migration guide describes a structured sequence of planning, cleanup, backup, export, mapping, test import, validation, correction, final import, reconciliation, go-live and post-go-live support.
What can move—and what may need special handling?
Use this as a starting point. Your actual migration scope depends on the source and target systems, data history and modules involved. “Typical” means supported in documented migration/import scenarios; it is not a blanket promise for every source → target pair.
| Data area | Typical status | What the reader should expect |
|---|---|---|
| Chart of Accounts | Usually convertible | Accounts can often be imported or converted, but account types, hierarchy and codes may need mapping. |
| Customers / contacts | Often convertible | Names and contact fields are common migration candidates; balances and platform-specific fields may require separate treatment. |
| Vendors / suppliers | Often convertible | Core records commonly move, while tax, payment and platform-specific fields may need review. |
| Products / services / items | Often convertible | Item records can move where supported; units, categories, bundles and inventory behavior may change. |
| Invoices / bills | Often convertible | Supported sales and purchase transactions can be imported, but transaction structures can be transformed. |
| Payments / credits | Platform-dependent | Payment and credit records may be supported, but their application and relationships can change in the target. |
| Journal entries | Platform-dependent | Often importable in accounting systems that support journal imports; validation of debit/credit structure is essential. |
| Historical transactions | Method-dependent | May be full-history, limited-history or opening-balance based. Target limits and reporting needs matter. |
| Opening balances | Common cutover method | Used when detailed history is not required or cannot be carried across directly. |
| Accounts Receivable / Payable | Validate carefully | Open invoices/bills and customer/vendor balances need reconciliation to the Trial Balance. |
| Inventory | Special handling | Quantity, cost, valuation method, units and item structure can differ; validate both quantity and value. |
| Payroll | Special handling | Payroll is highly platform-specific. Current employee/pay data may be treated differently from complete payroll history. |
| Fixed assets | Review required | Asset register, cost, depreciation and net book value should be benchmarked before and after conversion. |
| Tax / VAT / GST | Review required | Tax codes and filing structures may not map one-to-one. Destination configuration must be reviewed. |
| Attachments / documents | Depends | Supporting documents may require a separate export/import or storage plan. |
| Custom fields / dimensions | Map or recreate | Custom fields, classes, departments, locations, projects or dimensions need target-specific mapping. |
| Bank connections | Reconnect | Live banking connections are generally established in the destination rather than copied as ordinary data. |
| Third-party integrations | Reconfigure | Payroll, CRM, ecommerce, POS, expense and other connected applications need separate compatibility testing/setup. |
| Templates / preferences / permissions | Review / recreate | Platform-specific settings often have no exact equivalent and should be rebuilt where needed. |
Why the table says “platform-dependent”
What “special handling” looks like
What happens when detailed history is not the right answer?
Every migration is assessed against the actual source and target systems.
Platform capabilities vary by edition, source/target pair and migration method. We confirm the actual path during the assessment.
Intuit documents feature-by-feature transfer differences between Desktop and Online, including transactions, payroll, bank connections, reports, inventory and settings.
Xero documents three QuickBooks-to-Xero approaches, including current/prior fiscal-year conversion, fresh start, and CSV-based conversion with different history options.
Sage documents imports from QuickBooks, MYOB and other programs for accounts, vendors, customers, employees, inventory/service items and projects.
MYOB documents a structured move involving accounts, contacts, items and balances; its guidance also notes that some inventory quantities and employee pay details require later setup.
Zoho documents QuickBooks Online migration for masters, opening balances, purchases, sales and journals, followed by closing-balance verification.
Validation is where a migration becomes an accounting project.
The uploaded guide recommends benchmarking key reports and balances before and after migration. Its validation checklist includes Trial Balance, Balance Sheet, P&L, AR, AP, inventory, bank balances and user acceptance testing.
Financial validation
- Trial Balance
- Balance Sheet
- Profit & Loss
- Accounts Receivable aging
- Accounts Payable aging
- General Ledger
- Bank / credit-card balances
- Inventory quantity and valuation where applicable
Operational validation
- Customer invoicing
- Vendor bills and payments
- Journal posting
- Bank reconciliation workflow
- User permissions
- Integrations
- Recurring transactions / automation
- Reports used by the accounting team
A migration assessment starts with the right questions.
1. What are we moving from?
Platform, edition/version, company file condition and available export/import route.
2. What are we moving to?
Target platform, edition, region, modules and target-specific constraints.
3. How much history is actually needed?
Full history, selected fiscal years, open transactions, or opening balances only.
4. What makes this file complicated?
Inventory, payroll, multi-currency, projects, dimensions, fixed assets, tax and integrations.
5. What must be proven after conversion?
Financial statements, AR/AP, bank balances, inventory, reports and daily workflows.
6. What stays behind?
Some audit history, legacy reports, unsupported features or documents may remain in the old system for reference.
Know the migration path before you promise your client a result.
Tell us the source platform, target platform and a little about the file. We’ll use that information to identify likely migration paths, special-handling areas and the right next step.
Migration FAQ
Will all historical transactions transfer?
Can payroll history be migrated?
Can inventory be migrated?
What happens to attachments and documents?
What about bank feeds and integrations?
Should a migration happen at year-end?
What does BookHeaven actually do?
Give your client a clearer path to the new system.
Start with the source platform, target platform, history required and special modules. We'll help define what can move, what needs special handling and what needs to be rebuilt.