Move from QuickBooks with a dry run first
Leaving QuickBooks should be calm. The SeroBooks wizard reads your export, shows you exactly what it would create, and creates nothing until you say so. Lists first — customers, suppliers, items with opening stock at cost — then open invoices and bills, then an opening trial balance as one journal whose plug is named on screen. It runs as a dry run, then for real; it resumes if interrupted; it rolls back if you change your mind.
What you get
What comes across, and in what order
Chart of accounts (matched to yours by name and type, adopting what exists). Customers and suppliers with their balances. Items with opening quantities and cost, so the first sale after migration has a cost of goods sold. Open invoices and open bills, so receivables and payables age from their real dates. Then one opening journal carrying the trial balance as at the cutover. That order is not incidental — each step depends on the one before it, and the wizard resumes from the step it reached.
Why a dry run is the whole feature
A migration that writes as it reads cannot be checked; it can only be repaired. Staging every row first means the wizard can tell you '412 customers, 6 with duplicate names, 2 with no email, 38 items with no cost' before it touches the ledger — and you can fix the file and run it again. The commit is the last click, not the first.
Frequently asked questions
Does it move my history?
Connected directly to QuickBooks Desktop, a whole year comes across — sales, buying, expenses, journals and stocktakes — with open invoices and bills. From an IIF file or a QuickBooks Online export it moves lists, open documents and an opening balance, and you keep the old file for earlier years.
Can I go back?
A migration run can be rolled back, and a company export (CSV for every list plus QuickBooks IIF lists and a journal file) exists so you can leave SeroBooks as easily as you arrived.
Can my books also keep talking to QuickBooks Desktop?
Yes — the outbound bridge posts sales, payments and journals to a QuickBooks Desktop company file and is reconciled to the penny in production. It refuses to sync a Canadian file to an American company, or the reverse.