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Migrating Historical Financials to Puzzle
What I do need to do to prepare for QuickBooks migration
What I do need to do to prepare for QuickBooks migration
Luke Frye avatar
Written by Luke Frye
Updated over a week ago

Not much! We simply ask that you review your QuickBooks balances and make sure you are happy with them. If you need to do any manual work to clean up your data or close out a month-end, do this directly in QuickBooks before you connect your QuickBooks account in Puzzle. We encourage you to have all accounts reconciled as this will ensure a seamless transfer.

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