An approval trail on each posting
In Kumry, each posting to the ledger records who approved it and when, and the audit history shows who did what.
Switching from QuickBooks
Bring your books from QuickBooks to Kumry
Kumry brings your chart of accounts, contacts and transaction history across from QuickBooks Online: accounts, contacts, products, invoices, bills, payments, bank transactions and journals.
From QuickBooks to Kumry
- Read-only connection: nothing is written back
- Chart of accounts and contacts
- Products, invoices, bills and payments
- Bank transactions and journals
The move
Four steps from connection to your books in Kumry
You stay in control at each step, and you can see the result before you rely on it.
- 1
Connect, read-only
Connect Kumry to QuickBooks Online. The connection only reads your books; Kumry never writes anything back. - 2
Choose what to bring
Pick what to bring across: the chart of accounts, contacts, products, invoices, bills, payments, bank transactions and journals. - 3
Freeze and import
Work through a short freeze checklist so nothing changes in QuickBooks while Kumry imports. - 4
Check the result
Look over what came across with your accountant before you rely on it.
Scope
What comes across
What Kumry brings across from QuickBooks Online, and what stays in QuickBooks. You choose what to bring across.
| Records | How they arrive in Kumry |
|---|---|
| Chart of accounts | Becomes your Kumry chart of accounts. |
| Customers and suppliers | Become Kumry contacts, ready for invoicing and bills. |
| Products and services | Brought across for use on new invoices and bills. |
| Invoices and bills | Brought across, so receivables and payables carry on in Kumry. |
| Payments | Brought across with your invoices and bills. |
| Bank transactions | Brought across against your bank accounts. |
| Journals | Brought across with the rest of your transaction history. |
| Quotes, purchase orders, repeating transactions, fixed assets, projects, history notes and attached files | Stay in QuickBooks. Kumry does not bring them across. |
After the move
What you get in Kumry
What Kumry is built around. A fair comparison uses your own books, so book a walkthrough and judge it with them.
Linked ledger history
Each posted entry in Kumry is linked to the one before it, so a change to an earlier entry would break the link and show up.
GST you can trace
Kumry prepares GST and BAS figures and opens each amount to the transactions behind it. You or your agent lodge with the ATO.
Checklist
Before you switch
- Finish reconciling your bank accounts in the source up to the date you plan to move.
- Lodge, or agree a plan for, the current BAS period with your accountant.
- Tell anyone who enters transactions about the freeze while the import runs.
- Decide what history to bring across, and who will check the result.
- Keep your payroll provider: Kumry does not include payroll today.
Switching from QuickBooks: questions
Will Kumry change anything in QuickBooks?
No. The connection to QuickBooks Online is read-only: Kumry reads your books and never writes anything back.
Can I keep working in QuickBooks while the import runs?
The freeze checklist asks you to hold off on changes in QuickBooks while Kumry imports.
What stays in QuickBooks?
Quotes, purchase orders, repeating transactions, fixed assets, projects, history notes and attached files. Kumry does not bring them across, so keep access to QuickBooks for them.
Do I need to export files from QuickBooks Online first?
No. You connect Kumry to your QuickBooks Online company and Kumry reads the books through that connection. You approve the connection with Intuit, and you can disconnect it once the move is complete.
I use QuickBooks Desktop. Can Kumry import it?
Kumry imports from QuickBooks Online. If your books are in QuickBooks Desktop, talk to us about your options, or start fresh in Kumry with opening balances.
What about payroll and bank transactions?
Payroll is not included in any Kumry plan today, so keep your payroll provider. Bank statements can be imported as CSV, OFX or QIF files.
Should I close my QuickBooks subscription straight away?
That is your call. Business records generally need to be kept for five years, so plan how you will keep access to your old records, and keep QuickBooks available until you and your accountant are happy with what came across.
Xero, QuickBooks and MYOB are trademarks of their respective owners. Kumry is not affiliated with or endorsed by them.
Ready to move from QuickBooks?
Request access, or book a walkthrough to talk through your move.
Kumry accounts are set up on request: Get started takes you to a short request form.