Move from QuickBooks to ianaiERP
Bring your QuickBooks Online data into an ERP with its own accounting, inventory, manufacturing, and operational workflows.
Your ERP. Your accounting. One platform.
ianaiERP includes its own financial ledger. QuickBooks Online is a source for migration data as you move into ianaiERP. Start by agreeing on the records, periods, and balances to transfer, then validate them before cutover.
Define the data scope
Review your QuickBooks Online data with the implementation team and agree on what belongs in the new system.
- Required records
- Reporting periods
- Opening balances
Map and validate
Map the agreed data to ianaiERP and review exceptions before loading it.
- Account and field mapping
- Duplicate and missing-value review
- Sample imports
Reconcile and cut over
Compare the migrated data with the source and approve a cutover plan with your finance team.
- Balance reconciliation
- Team review
- Agreed cutover date
Move to built-in ERP accounting
Finance in ianaiERP
Manage your financial ledger and reporting inside your ERP.
Connected operations
Bring inventory, purchasing, sales, and manufacturing together with finance.
A reviewed transition
Agree on data scope and validate the results before cutover.
Migration process
- 1Scope the data
- 2Map and import
- 3Validate and reconcile
- 4Approve the cutover
Common Questions
Does ianaiERP need QuickBooks for accounting?
No. ianaiERP has its own financial ledger and accounting capabilities. QuickBooks Online data can be migrated into ianaiERP during implementation.
Which QuickBooks data will be migrated?
The implementation team reviews the required records, periods, and opening balances with you. The agreed mapping and validation plan determines the migration scope.
How do we verify the migration?
Review sample imports, resolve exceptions, and reconcile the agreed records and balances against QuickBooks before approving the cutover.