Migrating from QuickBooks to Aeion Finance
Singularity's OAuth connector pulls chart of accounts, customers, vendors, invoices, bills, and payments straight from the QuickBooks Online API; opening AR/AP balances seed your opening trial balance, reconciliation catches any drift, and a 30-day parallel run de-risks the cutover. Most teams complete in 4 weeks; complex multi-entity setups take 6-8.
Before You Start — Migration Prerequisites
- [ ] QuickBooks Online account access (Admin role required for OAuth)
Week 1 — Connect + Discovery
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Week 2 — Import + Reconciliation
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Week 3 — Parallel Run
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Week 4 — Cutover
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QB Desktop Migration (Edge Cases)
QB Desktop is the harder path — no live API connector, so manual export needed.
FAQ
No. Migration is non-destructive on the QBO side (we read, don't write). QBO subscription stays active during transition; you can roll back if needed.
Replace with Aeion's native modules (or integrations): Payments → Stripe / Adyen / via commerce module; Capital → not replicated (use a fintech partner); Bill Pay → Aeion's AP service + NACHA direct payment.
Aeion supports custom fields on all collections, but the QuickBooks Online connector's field mapping is fixed per entity today — plan on a manual mapping pass for anything beyond the standard customer/vendor/invoice/bill fields, rather than automatic custom-field discovery.
Map to Aeion's `quoteService` (under crm) or to a custom "quotes" collection. Estimates aren't ledger-affecting until accepted; the flow is similar to QBO.
QBO has basic inventory; Aeion's inventory lives in `/modules/commerce` (more robust). The QuickBooks connector doesn't pull an items/inventory entity, so bring your product catalog and on-hand counts over via Aeion's CSV import; cost methods (FIFO/Average) are configurable per-product once it's in.
Imported as-is on the fields the connector pulls. Aeion stores historical exchange rates where QBO provides them.
Not automatically. QBO's audit log is exportable manually if you need the history for compliance; Aeion's own audit trail starts fresh at migration date.
Add your CPA as `accountant` role in Aeion; they get full read + posting access at no additional cost.
Don't proceed to Week 3 until it does. Common causes: an account, customer, or vendor that didn't map cleanly, a balance recorded in QBO after the import ran, or a period mismatch (you closed the QBO period mid-migration). The reconciliation report identifies the specific source.
Migration is included on Pro+ tiers. Enterprise includes a named migration engineer who runs the project; Pro gets email support + slack channel during cutover.