MOVE WITH A PLAN
Switching from mytb
Check portability, feature gaps, and the overlap period before cancelling a subscription.
Recorded export options
Exports include balanced draft journal entries from documents and postings to the general ledger after approval.
Product-specific notes
- Switching from QuickBooks Online or Xero is facilitated by importing trial balances as opening positions, avoiding re-keying data.
Your migration checklist
General planning guidance; these checkboxes are not saved.