If you’re coming from another accounting system, our team can move your historical books into Puzzle for you. Migration is a paid add-on: $149, charged once for each system we migrate. It’s available with an active Puzzle subscription.
What we migrate
We bring over your historical financials as monthly summary journal entries, so your balance sheet and income statement in Puzzle match your previous system month by month. See Migrating to Puzzle – FAQs for exactly what is and isn’t included.
Before you start
Puzzle is built for US-based businesses that keep their books in US dollars.
If you work with an accountant, they’re welcome to be involved, especially when reviewing the account mapping.
How it works
Step 1: Purchase the migration. Book a call with us to add a migration to your subscription.
Step 2: Share your data. If you’re on QuickBooks Online, connect it on the Integrations page. This gives us read access to your data and doesn’t change anything in Puzzle.
For any other system, send us your financial reports in Excel or CSV format:
Chart of Accounts
Balance Sheet
Profit & Loss Statement
General Ledger
We'll need the reports from the beginning of the company through the last month closed.
Step 3: Review the account mapping. We’ll send you a proposed mapping from your old chart of accounts to Puzzle’s. Once you or your accountant approve it, we import your history.
Step 4: Review your migrated books. We import your history and check it for accuracy, then ask you to confirm everything looks right. Simple migrations are usually done in 3–5 business days.
Step 5: Start using Puzzle. Your history is in place, and you’re ready to close your books in Puzzle going forward.
Want expert help after your migration? See Puzzle Accounting Services for Expert Reviewed, Full Service, and Catch-up Bookkeeping.