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Moving from QuickBooks

Every client you move, moves free

Connect each client's QuickBooks Online company once. Mastro brings over the books and shows you they match before you rely on them.

How it works

Three steps, then proof

Mastro compares every month's profit and loss, and the balance sheet and trial balance at every month end, with QuickBooks. A difference is shown to the cent, so you know exactly what to look at.

Example · operating checking · balance check
In QuickBooks
$49,800.00
In Mastro
$49,800.00
Difference
$0.00Matches
  1. Step 1

    Approve at Intuit

    Sign in at Intuit and approve each client's QuickBooks Online company, once.

  2. Step 2

    Mastro imports

    The chart of accounts, customers and vendors, history, open invoices and bills, and budgets.

  3. Step 3

    Proved to the cent

    Every account's balance is checked against QuickBooks before you rely on it.

What comes over

The books, not just the balances

  • Chart of accountsMatched onto the client's accounts, so nothing is duplicated.
  • Opening balancesFrom QuickBooks' trial balance, the day before the history starts.
  • HistoryEvery transaction between the dates you choose.
  • Customers, vendors, and productsWith their details, ready for the next invoice or bill.
  • Open invoices and billsWhat's still owed, either way, on the day you move.
  • BudgetsBeside the actuals in the reports.
  • Bank rulesFrom the rules file QuickBooks exports, checked before they come in.
  • Bank feeds that pick upA feed takes transactions from where the import stops, so nothing comes in twice.

A whole practice

Move every client at once

Each client is one approval at Intuit. Mastro creates the client, connects it, and queues its import, and the rules files you drop in are matched to clients by name.

  • QuickBooks never changesMastro only reads the companies you connect, so QuickBooks stays as it was until you're ready to leave it.
  • Coming from somewhere elseBring a chart of accounts from QuickBooks Desktop, Xero, Zoho Books, Sage Intacct, or Sage 50, and opening balances from any trial balance.
  • Free for every clientThe move costs nothing, at either level.

Move one client, and check every balance yourself.

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