During your onboarding, we can migrate your monthly ending balances from QBO (or any other accounting software) directly into Puzzle. We create monthly journal entries directly in Puzzle based on your closing monthly account totals in QBO. This ensures we balance your Balance Sheet and your P&L/Income Statement in Puzzle.
What We Need From You
In order to successfully migrate your books over to Puzzle there are a few items to complete on your end:
Books closed as of an agreed upon date
This means that all journal entries and adjustments for the period are finalized and no changes will be made.
Historical Trial Balance
Trial balances for the periods you would like migrated over to Puzzle.
Mapping Overview Call
Your Puzzle advisor will do an initial mapping of your previous accounts to the Puzzle Chart of Accounts. They will then schedule a call to make sure everything is mapped correctly.