Migration Guide
QuickBooks got you started, but your organization has outgrown it. Manual data entry, disconnected systems, and limited reporting are holding your team back. Intuidy AIPI builds a custom financial platform that automates what QuickBooks can't.
Why Migrate
Manual data entry between QuickBooks and your other systems
Reports that require exporting to Excel to be useful
No real-time visibility into cash flow or project profitability
Can't handle multi-entity, multi-currency, or complex job costing
Integrations break constantly and require Zapier workarounds
Growing team but QuickBooks per-user costs keep climbing
The Process
We map every financial workflow you run through QuickBooks — invoicing, AP/AR, payroll integration, reporting, and job costing. We identify what's manual, what's broken, and what's missing.
AIPI generates a custom financial backend with automated invoicing, real-time dashboards, multi-entity support, and integrations with your bank, payroll, and project management tools.
All your QuickBooks data — chart of accounts, transactions, vendors, customers, open invoices — migrated into a user-owned database. Validated and reconciled before cutover.
Run both systems for a full accounting period. Validate reports, reconcile balances, and ensure your team is comfortable before switching.
Your custom financial platform goes live. QuickBooks subscription cancelled. Your team works faster, sees more, and spends zero time on manual data entry.
What You Keep
Typical Timeline
3–5 weeks
From first call to fully operational. Your existing system stays live until you're ready to cut over.
Tell us what you're running today. We'll map out a migration plan and show you what your custom system looks like — in a live demo.