QuickBooks Online Integration to Xero migration - Task list
In this article, we'll go over the steps required from you, the client, to ensure a smooth migration of QuickBooks Online>Xero. The cost of migration from one accounting software integrated with Loft to another is $300 USD. Please be sure to follow all of the instructions. If you don't wish to complete the prep prior to the migration date just give support a heads up and we'll assist at $75/hour.
Important - Please read before you proceed!
DO NOT disconnect your current Connection to QuickBooks Online
DO NOT cancel your current QuickBooks Online Account until AFTER the migration occurs.
Because QuickBooks Online will be removed as your accounting integration in Loft, that connection to QuickBooks Online will be broken and essentially gone, like a closed road, this means ALL transactions prior to your migration can not be pulled back out of QuickBooks Online, therefore, the following actions can not be done for all deals paid out before the migration:
- Changes or corrections to deals
- Removing transactions
It's important to know this because if you're planning on switching to Xero for a certain date, you will need to make sure all your deals are correct in Loft and if not, make any corrections to those deals before your migration date. Also, any deals prior to migration can not be batched to Xero.
Subscribe to Xero
Your account must be Standard subscription
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