Your data. Fully migrated. In one afternoon.
Switch from QuickBooks, Xero, or spreadsheets without the headache. We handle the full migration—your chart of accounts, payroll history, invoices, and more—all in a single session.
1
Afternoon to complete your full migration
6
Accounting systems we migrate from, seamlessly
$0
Migration fee — included in every plan
100%
Data accuracy guaranteed or we fix it free
Five steps. One afternoon.
Everything comes with you.
Like a moving company that packs, transports, and unpacks everything. You direct, we do the heavy lifting.
Book your session in 2 minutes.
Pick a time that works. We send a calendar invite with everything you need. Just have your current tool logins handy.
A specialist joins your call.
A real Balanzify team member joins you on a video call. They have done this hundreds of times. You are in good hands from minute one.
Your data comes over.
Connect your accounts or upload your files. Your specialist walks you through every step — chart of accounts, transaction history, employee records, payroll history, inventory, customers, vendors. Everything.
We verify everything together.
Before the call ends, your specialist checks that every number matches, every account is mapped correctly, and every record came over clean. Nothing gets signed off until it is right.
You are live. Same afternoon.
Your team gets access. Payroll is configured. Bank feeds are connected. You run your first report and see your real business data — in Balanzify, not in five tabs.
Bring everything you have.
We handle all of it.
Whatever tool you are coming from, whatever format your data is in — we have migrated it before.
QuickBooks Online
- Connection: Direct API connection
- Chart of accounts — fully mapped
- Transaction history — years of data
- Customer and vendor lists
- Open invoices and bills
- Bank reconciliation history
- Journal entries and adjustments
QuickBooks Desktop
- Connection: File export (IIF and QBB)
- Full chart of accounts
- Complete transaction history
- Customer and vendor records
- Inventory items and quantities
- Open AR and AP balances
Gusto
- Connection: Direct API connection
- Employee records and profiles
- Compensation and pay history
- Direct deposit information
- Tax withholding settings (W-4 data)
- PTO balances and accrual rules
- Historical payroll runs
Excel & CSV Files
- Connection: File upload — specialist maps columns
- Any spreadsheet format accepted
- Customer and vendor lists
- Inventory with quantities and costs
- Transaction history exports
- Employee records and HR data
Bank Statements
- Connection: CSV export or PDF upload
- CSV export from any bank
- PDF statements with OCR text extraction
- Transactions auto-categorized on import
- Matched against your chart of accounts
- Opening balances verified before sign-off
- Reconciliation history preserved
Inventory Data
- Connection: Any format — spreadsheet, CSV, or system export
- Product names, SKUs, and descriptions
- Current quantities on hand
- Cost and pricing information
- Supplier and vendor links
- Reorder points and minimum quantities
The Balanzify Migration Guarantee
If your data is not fully migrated and verified by the end of your migration session, we schedule a follow-up session — as many as it takes — at no extra cost. We do not close a migration until both you and your specialist confirm everything is correct.
No asterisks. No fine print. No extra charges. Ever.
Migration
We transform messy, inconsistent data from your old system into a clean, verified, ready-to-use Balanzify setup.
Before
- 6 years of QuickBooks data you are afraid to leave behind
- 3 months of migration project on your to-do list
- Fear of losing historical records, reports, and reconciliations
- No idea how long it will actually take
- Staying on tools you hate because switching feels too hard
After
- Every year of history migrated and verified
- Live the same afternoon you start
- Chart of accounts, transactions, employees, inventory — all there
- A specialist confirmed everything is right before signing off
- Running your business on one platform — this afternoon
Migration Ask Question
Everything you need to know before switching to Balanzify.
Do I need to prepare anything before the session?
Just have your current tool logins ready. Your specialist will tell you exactly what to export or connect. No technical preparation required on your end.
What if my data is in multiple places?
Most businesses have data in QuickBooks, Gusto, and a spreadsheet or two. We migrate all of it in the same session. Your specialist coordinates the full picture.
Will my historical data come over?
Yes — years of it. Transaction history, payroll history, reconciliation records, customer history. You do not start from scratch. Everything comes with you.
How long does the session actually take?
Most migrations complete in 2–4 hours. More complex setups with multiple data sources may take a full afternoon. Either way, you are live the same day.
What if something does not look right after migration?
Is migration really free?
Your business deserves to feel this organized.
Join thousands of growing companies using Balanzify to run accounting, payroll, and operations from one place. Start free—no card required.