Q: If I’m on QuickBooks Desktop, Xero, or another accounting software, can you migrate me to Puzzle?
A: Yes! We use the same technique to migrate data to Puzzle as we use for QuickBooks Online. If we are transferring over files from an accounting system outside of QuickBooks Online, we will require a copy of your financial files in Excel, CSV, or PDF format. See Migrating to Puzzle - Guide for the list of reports that we need to complete your migration.
Q: How long does the conversion take?
A: Typically 5-7 business days. In complex cases, it may take longer.
Q: Can you migrate multiple years?
A: Yes, we can import multiple years.
Q: Should I connect my QBO account first or my bank accounts first?
A: Yes, please connect your QBO and bank accounts first. Please note that the Quickbooks connection only gives us read-only access to your financial reports. It will not pull in your historical activity for you.
Q: Do you support multi-currency conversions?
A: Puzzle books in US dollars. If you run more than one entity, we'll set up your chart of accounts with you on a setup call.
Q: What is not migrated?
A: Your accounts are mapped to Puzzle’s standard chart of accounts. If you need accounts that aren’t in it, you can upload them yourself under Historical books (Upload new Chart of Accounts), along with a mapping of your old accounts. We do not migrate historical data for:
Individual transactions
Invoices (AR)
Bills (AP)
Vendor information
Q: How much data can you transfer?
A: We can go back as far back as you need us to go. We ensure the ending balances in your Puzzle trial balance by month match your QuickBooks account totals by month. We post accurate summary-level journal entries directly into Puzzle (not the detailed transactions from QBO). Reliability is our top priority, so you can rest assured that your balance sheet and income statement will balance right from the start of the month. Please note that high-volume migrations will take our team longer to complete.