Migration guides

Switch to FIRMA

Step-by-step guides for every platform. Most teams complete migration in under 2 hours.

Migrate from QuickBooks

The most common migration. Export COA and transactions, map entities, run consolidated P&L from day one.

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Migrate from Wave

Free tool, single entity. Export CSV, rebuild COA in FIRMA, reconnect banks.

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Migrate from 17hats

CRM and invoicing only — no real bookkeeping. Build COA from scratch in FIRMA, import payment history.

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Migrate from Puzzle

Good single-entity bookkeeping. Clean COA import, add intercompany rules.

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Migrate from HoneyBook

Client management, not accounting. Import payment history, build your books in FIRMA.

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Talk to our migration team

We will walk through your entity structure and data sources, and make sure nothing is missed.

Schedule a migration call