Move the books in a sequence you can verify.

Bring over the opening position, chart of accounts, contacts, and outstanding work. Review the result before comma becomes the operating ledger.

Define the cutover

Choose the date, entities, source records, and owner before moving accounting data.

Set up accounts, opening balances, customers, vendors, and outstanding documents with traceable source files.

Compare the trial balance and key subledgers, resolve differences, then begin current work in comma.

Historical detail does not move automatically today. Migration scope and service pricing are confirmed during a group assessment before work begins.

30-day trial. Card required. Cancel before the first charge.