Switching from QuickBooks

Outgrowing QuickBooks?

QuickBooks is a good accounting package. It was never meant to run a warehouse, a production line or a sales pipeline — which is why those ended up in spreadsheets.

Migration is scoped and quoted separately — no surprises at kick-off

Where it hurts

What we hear from QuickBooks users.

  • Inventory tracked in a spreadsheet beside the accounts
  • No purchase order approval or three-way match
  • Landed cost worked out by hand, so margin is an estimate
  • No CRM, so the pipeline lives in someone's inbox
  • Multi-location or multi-company handled by separate files
  • Month-end assembled manually every single month

On ERP36T

What changes when you move from QuickBooks to ERP36T.

  • Inventory, purchasing and sales on the same ledger
  • Purchase orders, receipts and invoice matching built in
  • Landed cost applied automatically to every receipt
  • CRM, quotations and sales orders in the same system
  • Multi-company and multi-location as standard from Professional
  • Financial statements available the moment a transaction posts
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Most QuickBooks migrations are straightforward: the chart of accounts and master data map cleanly, and the decision that actually matters is how much transaction history you carry across.

Migration

What moves across from QuickBooks.

Scoped and priced separately from implementation, because how much history you carry is your decision, not ours.

Chart of accounts
Customers and suppliers
Items and price lists
Open invoices and bills
Opening balances and trial balance
Historical transactions, if you want them
1

Assess

What you run today, what has to move, and what can be left behind.

2

Map

Your accounts, master data and processes mapped onto ERP36T.

3

Migrate

A test load first, reconciled against QuickBooks before anything is signed off.

4

Parallel run

Both systems live briefly, so you prove the numbers agree.

5

Go live

Switch over with our team in the room, then support under one contract.

Free ERP Assessment

Thinking about moving off QuickBooks?

Tell us what you run today. We'll come back with a migration scope, a realistic timeline and an honest view of what it will take — at no cost.