Moving to RockifyERP · Guide 76 of 624
Moving from QuickBooks to RockifyERP
Many businesses move to RockifyERP from QuickBooks. The RockifyERP implementation team handles the move with you.
How to do it in RockifyERP
- Export your chart of accounts, customers, suppliers, items and open invoices from QuickBooks to Excel.
- Export a closing trial balance as at the day before go-live.
- Share the files with the RockifyERP implementation team, or import them yourself using the Data Import templates.
- Check the migration as described in Check the migration.
Tip: Keep read-only access to QuickBooks for a year so you can look up old history.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.