Moving from Xero or QuickBooks Online
Connect Xero or QuickBooks Online and bring your books across. A Xero import is checked against Xero and recorded on a signed migration certificate.
Connecting your old system
Choose Xero or QuickBooks Online and sign in to give Kumry read access. If you have more than one organisation there, pick the one you are moving.
What comes across
Kumry brings across your chart of accounts, contacts and transaction history. From QuickBooks Online, that means accounts, contacts, products, invoices, bills, payments, bank transactions and journals. Quotes, purchase orders, repeating transactions, fixed assets, projects and history notes stay in QuickBooks. As it goes, it shows what has been imported and anything it could not bring across, so nothing is left out without you knowing.
Checking the balances
Once a Xero import finishes, Kumry compares its trial balance with the trial balance in Xero, to the cent. Anything that does not line up is listed for you to review, and you can work through each item before you rely on the new books.
Your migration certificate
When a Xero migration is complete you receive a signed migration certificate recording what moved across and what was flagged. Keep it with your records and share it with your accountant.