Migration
Move the books with a tie-out, not a leap of faith.
Map the source, preview the result, and compare available balances before the new books are accepted.
- 01
Map the source
Connect QuickBooks Online or upload CSV and IIF exports, then map source accounts to the new chart.
- 02
Preview the move
Review staged records, opening balances, and available source tie-outs before anything posts.
- 03
Accept the books
Commit the reviewed import, keep the source available for reference, and begin the next period in QuantERP.
A reviewable import from source to ledger.
Account mapping, staged records, source tie-outs, and committed ledger metrics stay visible throughout the import workflow.
Good to have ready
- • Current chart of accounts
- • Open customer and vendor balances
- • A recent trial balance
- • Preferred cutover date
Moving a QuickBooks Desktop file?
Use Intuit’s supported converter to move a QBW, QBB, or QBM file into a temporary QuickBooks Online company. Then connect that company once, review the tie-out, and disconnect it after accepting the new books.
Read Intuit’s Desktop conversion guide