We can migrate any number of historical years, both single and multi currency entities, customized Chart of Accounts. This is a full transactional conversion wherein we bring Chart of Accounts, Contact Master, Item Master, Opening Trial Balance, Invoices, Bills, Bank Transactions and Manual Journals.
USA (To change the region, please select region from top right section region drop down)
Convert from QuickBooks Convert from Sage Peachtree Convert from Microsoft Dynamics Convert from Account Edge Convert from GoDaddy (Formerly Outright) Convert from Wave Convert from QBO Convert from Quicken Convert from Freshbooks Convert from Zoho Books Convert from Sage One Convert from Exact Convert from Bench Convert from Gnu Cash Convert from ZipBooks Convert from Xero Convert from Any Other Software
Bank Transactions (Includes Invoice payments, Bill payments, and other Bank Transactions) (All Bank Transactions reconciled as it was done in Financio)
Invoices and Credit Notes Detailed
Bills and Bill credit Detailed
All Manual Journals
Inactive Contacts/Accounts can be brought over on special request
The entire conversion and matching of Reports are done on ACCRUAL Basis.
We make our best attempt to give you the exact image of your Financio data, however, due to the limitations of few fields which are different in Financio and QBO, we might have to use some workarounds to bring the transactions.
2. We Don't Convert
Classes / Job / Department
Purchase Orders and Sales Estimates
Custom VAT Rates
Repeating Invoices after the "Convert To" date
Allocation of Invoices or Bills against credit notes
Transaction lines with Nil Values
We are specialist in converting core financial information and we try our best to bring the other non-financial information as well, however, because of the limitation of APIs of both software’s, we might not be able to get few fields
Chart of Accounts - Inactive Accounts, if used in Financio in the conversion period are turned as Active Accounts in QBO
Custom Sales Tax Rates are converted into standard Sales Tax Rate with "Tax Adjustment" entry as a separate line item in QBO
System Accounts like Retained Earnings, VAT control Account are used in QBO for their counterpart accounts in Financio
Rounding can be different in QBO and Financio because of the data precision techniques used in both software.
In Purchase Bills - we don’t bring items or products in QBO.
Blank Bill reference Numbers and Invoice reference Numbers:- In case we find any invoice or bill without a number, we use a dummy number example for Bills:- Bill1, Bill2 and for Invoices - Inv1, Inv2.
Duplicate reference Number in bank transactions or invoices/bills:- In case we find duplicate reference numbers then we use transaction numbers instead of reference numbers or make the numbers unique by appending an extra character with a hyphen
Limitation of Reference number:- QBO have limitations of 20 characters for Reference number thus for the reference numbers more than 20 characters we have to trim them to 20 characters.