Migrate from Quickbooks Online
Universal Migrator makes leaving Quickbooks Online easy.
What migrates from Quickbooks Online?
Universal Migrator transfers all the following data and more.
Firm Data
Users | |
User Categories |
Contact Data
Contacts | |
Contact Addresses: Email Addresses | |
Contact Addresses: Postal Addresses | |
Contact Addresses: Phone Numbers | |
Contact Addresses: Websites | |
Contact <=> Contact Relationships | |
Contact Custom Field Values | |
Contact Notes |
Billing Data
Matter Trust Account Balances | |
Invoices | |
Invoices - Payments | |
Invoices - Payments - Allocations | |
Invoices <=> Contact Relationships | |
Invoices <=> Matter Relationships | |
Time Entries (Billed) | |
Time Entries (Unbilled) | |
Expense Entries (Billed) | |
Expense Entries (Unbilled) | |
Flat Fee Activity Templates | |
Flat Fees (Billed) | |
Flat Fees (Unbilled) |
Other Data
More Available on Request |
Custom Fields
Custom Field Definitions | |
Contact Custom Field Values |
Matter Data
Matters | |
Matter Notes | |
Matter Trust Account Balances |
Documents
Document Folders | |
Documents | |
Document Versions: Current Version | |
Document Version Comments |
Where can I migrate Quickbooks Online to?
Your app not listed? Request a new destination.
What Should I Expect When Migrating?
Have more questions? Get in-depth answers from a member of our team.
Migrate like MedTech.
Have you ever wondered how competing hospital systems running different software applications seamlessly transfer millions of complex medical records every single day?
Universal Migrator uses the same approach to facilitate seamless data migrations for law firms.
Zero Downtime.
Universal Migrator is facilitates seamless migrations. You will never be unable to work and will always have access to all your data through the migration experience.
No Mistakes - No Human Error - Ever.
Universal Migrator uses a "playbook" to facilitate seamless migrations.
This means computers follow the exact same steps every single time.
Zero Headaches.
Universal Migrator has helped thousands of firms transition between platforms.
Our battle-tested experience guarantees a pain-free experience.
What will the migration process look like?
Have more questions? Get in-depth answers from a member of our team.
Quick Migration
(0-2 days but may vary)
Once the migration starts, migrations from this system tend to complete very quickly. During this time, your firm may still look at your legacy system but no data should be added or modified. Migrations taking longer than a few hours often take place during the evening or over weekends.
Firm Decision Maker
A member of your firm should serve as a dedicated point of contact who can make decisions and answer any questions your migration consultant may have. This person should be readily available and is typically the firm administrator or office manager.
Low Firm Preparation
(<1 day but may vary)
Your firm will need to commit a minimal amount of time answering questions/coordinating with your migration consultant.
Legacy Admin Credentials
Your migration consultant will need an Administrator username and password into this application in order to extract your data.
Entry-Level Consultant Required
Migrations from this system are suitable for entry level migration consultants.
Low Consultant Preparation
(0-2 days but may vary)
Your migration consultant will generally need a short period of time to prepare for your migration. During this period of time, your firm continues to use your old system as normal.
$3500 + Consultant Fees
Migrations from this system typically include a $3500 license fee for Universal Migrator in addition to any fees your migration consultant may charge. Depending on the system you are migrating into, this charge may be partially or fully subsidized for you.
Universal Migrator transfers Big & Small Firms
Universal Migrator handles projects of all sizes.
1000+ Attorneys
300,000 Documents
100+ Staff
100+ Staff
4 Staff
8 Staff
800,000+ Documents
7 Locations
14 Locations
2 Locations
4 Locations
10,000,000+ Documents