Migration from QuickBooks
Migrate from QuickBooks to BisHub
A practical migration guide for service businesses that want operations before bookkeeping: what to move first, how to validate data, and how to connect customers, work, files, invoices, online payments, communication, and reports in BisHub.
Migration strategy
QuickBooks is often the trusted accounting system, so the safest migration is usually operational: move customers, estimates, invoices, payment visibility, services, and active work into BisHub while preserving accounting records where the finance team trusts them. The safest migration is staged: preserve customers, services, estimates, invoices, payment status, open balances, expense categories, and revenue reports, review imported data before committing, and move daily operations only after the team has tested the workflow in BisHub. BisHub can run the service workflow around invoices and payments; keep bookkeeping decisions aligned with your accountant.
How to migrate without disrupting work
Use this as a practical cutover plan. The exact exports depend on your current system, but the validation sequence should stay the same.
- Step 01
Audit current data
List the records your team still uses every week. Prioritize active customers, open work, unpaid invoices, current files, team members, services, and payment status before older history.
- Step 02
Export from QuickBooks
Use the exports your current system provides, then clean columns, normalize names, remove duplicate contacts, and separate clients, jobs, invoices, payments, services, users, files, and notes.
- Step 03
Map and review in BisHub
Bring the staged data into BisHub through CSV/import workflows, map fields, review the preview, and commit records only after the office team confirms the structure.
- Step 04
Run a controlled cutover
Run both systems for a short cutover window, test booking, communication, estimates, invoices, online payments, reports, and team access, then move daily work into BisHub.
Move this first
- Customers, service catalog, active estimates, unpaid invoices, open balances, payment records, and current expense categories.
- Only the financial history the office uses for service operations, not every accounting detail from every year.
- Projects, work items, files, and team assignments that explain why invoices exist.
Validation checklist
Before the old workflow is turned off, check the records that affect customers, teams, invoices, payments, and reporting.
Accounting boundary
Decide what stays in bookkeeping and what moves into BisHub for day-to-day service operations.
Invoice reconciliation
Match invoice numbers, balances, payment status, revenue tracking, and customer records before sending new invoices.
Client records
Confirm names, emails, phone numbers, addresses, contacts, tags, and duplicate handling before the team starts new work.
Open work
Check active projects, work items, tasks, schedules, files, assignments, and notes against the current system.
Invoices and payments
Verify invoice numbers, balances, payment status, payment accounts, revenue, expenses, and unpaid work.
Team access
Test roles, permissions, organization isolation, team assignments, clock-in access, and reporting visibility.
BisHub modules to set up during migration
Set these up early so imported records have a clear operational home from day one.
Invoices
Set up Invoices to validate balances, online payment status, payment accounts, revenue, and collection follow-up.
Learn morePayment accounts
Set up Payment accounts to validate balances, online payment status, payment accounts, revenue, and collection follow-up.
Learn moreExpenses
Set up Expenses to give imported records a clear operational home for daily work, finance, communication, and reporting.
Learn moreFinancial reports
Set up Financial reports to compare migrated data against revenue, cost, payment, activity, and performance reports.
Learn more
Migration FAQ
Can we migrate from QuickBooks to BisHub?
Yes. Start with the exports your current system provides, then use BisHub import workflows to map and review staged data before committing it to active operations.
What should we move first?
Move active customers, open work, unpaid invoices, current files, team users, service lists, and payment status first. Older archive history can move later if the team still searches it.
Do we need to migrate every historical record?
Usually no. A safer rollout starts with current operations, then adds history only where it improves support, reporting, compliance, or customer follow-up.
How do payments work after migration?
BisHub connects estimates, proposals, invoices, online payments, payment tracking, payment accounts, revenue tracking, profit tracking, and financial reports.
Can files and documents move into BisHub?
Yes. Teams can store files with previews, PDF preview, video preview, image gallery, OCR, AI document analysis, AI summaries, metadata extraction, and global file search.
How should we avoid breaking daily operations?
Run a short pilot, test booking, communication, files, estimates, invoices, payments, reports, permissions, and team access, then cut over one team or workflow at a time.
Plan your QuickBooks migration
Start with active customers, open work, unpaid invoices, current files, team users, and payment status. Then expand the migration after the workflow is proven.