QuickBooks Migration
All your QuickBooks data migrated overnight.
Aptora is the only field service software company that migrates unlimited QB history, including financials, in one accurate overnight move.
QuickBooks
Aptora 360
The Aptora advantage
We don’t just connect to QuickBooks. We completely replace it.
Protect the history you worked years to build while upgrading to field service software that finally brings dispatching, accounting, payroll and reporting into a single login.
“Most field service software simply sync with QuickBooks. We didn’t. We built full-blown accounting into Aptora 360 from day one. That’s why we can move everything over accurately and they can’t.”
Mr. HVAC
Founder, Aptora Corporation
Full financials
From GL to job cost and reporting, the numbers you rely on move with you, line for line.
Other platforms only summarize financial data into vague totals.
Overnight migration
We compress what others take two weeks to complete into a single overnight migration.
Unlimited history
We migrate your entire QuickBooks file so you don’t lose the depth of history you’ve built.
Other platforms cap you at 3 years of history and call it “good enough.”
What gets migrated
Every year. Every job. Every penny.
No summaries, no shortcuts. Our accounting engine is built to match QuickBooks’ structure, keeping every detail accurate.
Financials
All historic revenues, expenses, and margins preserved for accurate decision-making.
Sales & service history
Invoices, estimates, tickets, payments, plans - and their PDFs, photos, and signatures - return to the correct customer and job.
Lists & structures
Items, price levels, classes, and departments migrate without rebuilding everything.
Full migration list
- Adjusting Journal Entries
- Attachments
- Bank Deposits
- Bills
- Bills – Paid
- Chart of Accounts
- Checks
- Classes
- Credit Card Payments
- Customers
- Customer Credits
- Customer Details
- Customer Messages
- Customer Notes
- Customer Payments
- Customer Terms
- Customer Price
- Employees
- Estimates
- Inventory Items
- Inventory Adjustments
- Invoices
- Invoice Notes
- Item Categories
- Item Receipts
- Jobs
- Markup Methods
- Purchase Orders
- Sales
- Sales Tax Groups
- Sales Tax Items
- Time Sheets
- Vendors
- Vendor Credits
- Vendor Terms
- Warehouses
How it works
No guesswork. No wingin’ it. Just a proven process.
From first file review to overnight cutover, every step is mapped, tested, and guided by people who know field service and accounting.
Review your file
We review size, structure, and problem areas so your migration starts clean and predictable.
Go live overnight
While your trucks are parked, we move every year, every job, every penny into Aptora 360.
Accuracy & Audits
The integrity of your books is the integrity of our work
We verify your key reports before going live so audits, reviews, and bank meetings feel just as solid as before.
$ 0
M +
total value migrated
0
%
financials reconciled
0
%
data loss rate
“Aptora software is truly an all in one software and has improved the way we run our business.”
Tony Blanca
President, Lightning Bug Electric
Migration options
Flexible migration plans to meet your needs
Pick overnight or standard migration, then choose list-only or full financials for four flexible ways to leave QuickBooks behind.
Overnight migrations are performed after business hours to minimize downtime. Standard migrations run up to 24 hours and require you to stay out of QuickBooks during business hours, but are priced lower.
List migration
Migrate the Essentials
Start by moving your core lists without touching your books yet.
- Customers, jobs, sites, and vendors moved into Aptora 360.
- Items, price levels, tax codes, and classes recreated for you.
- Lower-cost way to start, with financial migration available later.
Available speeds: Overnight or Standard migration
Financial migration
Migrate every penny
Move your full financial history into Aptora and retire QuickBooks.
- Full GL, P&L, and balance sheet history migrated.
- Past invoices, payments, credits, attachments, and deposits tied to real books.
- Best option when you want all history in one place.
Available speeds: Overnight or Standard migration
FAQs
If you’re worried about it, it’s probably here
We’ve collected the most common fears about switching off QuickBooks and answered them in plain English.
Yes. If it’s in QuickBooks, we can bring it. We don’t stop at three years or “recent history.” We’ve designed our process and our platform to handle full QuickBooks files—including deep history—so you can see long-term trends, lifetime customer value, and old job costing right inside Aptora 360.
Join the club. Almost every contractor I talk to thinks their file is “too messy.” We start with a health check to see what’s broken, what’s usable, and what needs attention. Then we build the migration around reality, not perfection—cleaning what matters, documenting what we can’t fix, and making sure your balances and reports are trustworthy when you land in Aptora 360.
That’s the standard. During the test migration, we compare key reports—P&L, balance sheet, trial balance, and job cost—between QuickBooks and Aptora 360. If they don’t line up, we don’t move forward. We’d rather slow down and get it right than rush you into a system where you can’t trust the numbers.
Yes. That’s exactly why we’re so picky about accuracy. In the test migration, we line up P&L, balance sheet, trial balance, and job cost from QuickBooks and Aptora 360 side by side. If they don’t reconcile, we fix it before go-live.
We also invite your CPA into the process so they can review mappings and reports themselves. When they see the numbers tie out, they’re comfortable signing off—and your banker and bonding company see a clean continuation of your financial history, not a gap.
No. You keep running calls. For a full financial migration, you’ll have a planned cutover window where you stop entering new transactions in QuickBooks while we do the heavy lifting. With our overnight or standard 7-day options, the goal is the same: keep disruption low and make sure there’s a clean “before and after” line in your books.
It depends on the plan you pick. If you choose a lists-only migration, you’ll keep using QuickBooks for accounting while Aptora handles operations. If you choose a full financial migration, Aptora 360 becomes your primary accounting system. Many owners keep QuickBooks around in read-only mode for comfort, but they’re running the business off Aptora.
Pricing depends on file size, complexity, and whether you’re moving just lists or full financials. That’s why we offer four paths: list vs. financial migration, each available as overnight or 7-day. On a short call, we’ll look at your QuickBooks file, talk about your goals, and point you to the option that fits your budget and risk tolerance—no pressure, just straight numbers.
Pricing depends on file size, complexity, and whether you’re moving just lists or full financials. That’s why we offer four paths: list vs. financial migration, each available as overnight or 7-day. On a short call, we’ll look at your QuickBooks file, talk about your goals, and point you to the option that fits your budget and risk tolerance—no pressure, just straight numbers.
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