From QuickBooks #

QuickBooks refugees are a big share of Bizuno’s audience, so be clear from the
start: there is no QuickBooks importer. Bizuno does not read .qbb, .qbo,
or IIF files (an old xfrQuickBooks tool was retired to a separate legacy
module). Migrating from QuickBooks is a start-fresh exercise — bring your
master data and opening balances, not a full transaction history. The good news
is Bizuno has real CSV importers for the master data, so this is methodical, not
painful.

The strategy in one line #

Set up the chart of accounts → import master data (CSV) → post opening balances
(CSV) → optionally import recent open items → validate the balance sheet. Cut
over on a clean period boundary (month/quarter/year end) so the opening balances
line up with a QuickBooks statement you can check against.

Step by step #

1. Chart of accounts (first, before any transactions) #

Set up the COA from a Bizuno template (XML) or build it out, before posting
anything — COA import is blocked once journal entries exist. Map your QuickBooks
accounts to Bizuno accounts as you go; you can export the Bizuno COA to CSV for a
working reference. See Chart of Accounts.

2. Master data via CSV — Admin → Import/Export #

Export each list from QuickBooks to CSV, reshape to the Bizuno template columns,
and import. Get contacts and inventory in before any transactions that
reference them.

3. Opening balances via CSV — Admin → Import/Export → Beginning Balances #

Bizuno has a dedicated beginning-balance importer (you don’t hand-key one
giant journal entry). Provide a CSV of account, balance; it writes the balances
into the first period and must balance — total debits equal total credits, by
account type (assets debit; liabilities/equity credit). Use your QuickBooks trial
balance as of the cutover date as the source.

4. Open items and beginning stock (optional) #

• Open AR/AP: to age individual unpaid invoices/bills, import them as
  historical sales (j12) / purchases (j6) via the journal CSV importers,
  rather than burying them in the opening lump sum.
• Beginning inventory quantities: set starting stock/cost on the inventory
  record at import, or post an inventory adjustment (jID=16) for the opening
  counts.

5. Validate #

Run a balance sheet / trial balance as of the cutover date and reconcile it
to the same QuickBooks report. They should match to the penny. If they don’t, the
opening-balance CSV is where to look first.

What QuickBooks does that Bizuno does differently #

Don’t expect these to work the QuickBooks way — the capability exists, the shape
differs:

• Undeposited Funds → Bizuno uses a holding account plus an explicit bank
  deposit step, not an automatic UF account. See the deposit step in
  Quote → SO → Invoice → Payment → Deposit.
• Classes / Locations → Bizuno’s equivalent is multi-store (store_id),
  not free-form classes. See Multi-store, multi-period, multi-currency.
• Memorized / recurring transactions → Bizuno’s
  recurring entries
  (note: occurrences are projected eagerly, and stopping a chain is manual).
• Sales Tax Centre → Bizuno calculates tax per contact/authority on the
  transaction; there’s no separate tax-centre module.

What QuickBooks does that Bizuno doesn’t #

Be honest with stakeholders about gaps:

• Native bank feeds / auto-reconcile from a bank connection — Bizuno reconciles
  manually against a statement; there’s no built-in bank-feed aggregator.
• The QuickBooks third-party app ecosystem — integrations written specifically
  for QuickBooks won’t carry over. Bizuno integrates via its own
  REST surface,
  WooCommerce bridge, and
  EDI.

Keep QuickBooks as a read-only archive #

Because you’re not importing full history, keep the QuickBooks file as a
read-only historical reference for at least a full fiscal year (and as long as
your retention/tax rules require). Pull prior-year comparatives and audit detail
from QuickBooks; run the live books in Bizuno from the cutover date forward. Don’t
archive QuickBooks away entirely until you’re confident you won’t need to look
back at pre-cutover detail.

Related #

• Chart of Accounts — set this up first
• Quote → SO → Invoice → Payment → Deposit — the Undeposited-Funds difference
• Multi-store, multi-period, multi-currency — Bizuno’s answer to classes/locations