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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

User Categories

Contact Data

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 - 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

Matter Notes
Matter Trust Account Balances


Document Versions: Current Version
Document Version Comments

Where can I migrate Quickbooks Online to?

Quickbooks Online
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What a Migration Specialist Should Know


Quickbooks Online

Quickbooks Online is a:

Browser-Based Application

This means that firm members can typically access Quickbooks Online from anywhere with an internet connection. When they need to use Quickbooks Online, they enter Quickbooks Online credentials into a Quickbooks Online website and are able to access all their data from there.

Universal Migrator extracts data from Quickbooks Online via:

API Connections

The following credentials are required:

Admin Quickbooks Online Credentials

The Migration Specialist will need an Administrator username and password into Quickbooks Online in order to extract your data.

The computer used to migrate from Quickbooks Online:

Can be located Anywhere

Because data is extracted from Quickbooks Online via the internet, the migration can be run from any suitable location.

The following people are required for a migration from Quickbooks Online:

Migration Specialist

The Migration Specialist is the person who will be performing this migration. They may be a member of Universal Migrator's own Internal Migration Team or any IT professional who has completed the Universal Consultant training program.

Firm Administrator

The Firm Administrator is a member of the law firm who can serve as a dedicated point of contact, make decisions, and answer any questions the Migration Consultant may have. This person should be readily available and is typically the managing partner or office manager of the firm.

In order to migrate from Quickbooks Online:

The Firm Administrator must complete a User Mapping spreadsheet.

A member of the firm will need to complete a small spreadsheet mapping users from Quickbooks Online to users in the new system.

To migrate from Quickbooks Online, the Migration Specialist needs:

A Universal Migrator Subscription

Migration tools for Quickbooks Online are available to:

Universal Migrator's Internal Migration Team

IT Professionals with an active Gold Migration Specialist certification

IT Professionals with an active Silver Migration Specialist certification

IT Professionals with an active Bronze Migration Specialist certification

What Should I Expect When Migrating?

Have more questions?  Get in-depth answers from a member of our team.

Migrate like MedTech.

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.

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.

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.

Zero Headaches.

Universal Migrator has helped thousands of firms transition between platforms.
Our battle-tested experience guarantees a pain-free experience.

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

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