How to migrate QuickBooks to Odoo
Connect the QuickBooks Online company to OLaunch and it converts the full transaction history into Odoo: customers, suppliers, invoices, bills, payments and bank transactions. Each run comes with reports that tie Odoo back to QuickBooks. Practice runs are free, and you pay one fixed price per database at go-live.
What moves from QuickBooks into Odoo
The full transaction history, created the way Odoo would have created it. The QuickBooks conversion page shows how each record is built.
Contacts
- Customers and suppliers
- Employees
Accounting setup
- Chart of accounts
- Bank accounts
- Tax rates
- Multi-currency
Transactions
- Invoices and bills
- Credit notes and refunds
- Journal entries
Banking
- Payments
- Bank transactions and transfers
- Bank reconciliation
Stock
- Products and services
- Stock on hand
Files
- Attachments on records
Three things to sort out first
- Agree the cut-over date with the client, usually the end of a month or a financial year.
- Reconcile the QuickBooks bank accounts up to that date.
- Ask a QuickBooks admin user to approve the connection.
Migrating QuickBooks to Odoo in 6 steps
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1
Create a free partner account
Sign up to OLaunch as an Odoo partner. Practice runs and demos are free.
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2
Connect the client's data
Send the client a link co-branded with your logo. They sign in to QuickBooks Online and approve access to the company.
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3
Run the conversion
OLaunch builds the Odoo database with the client's history in it. Most databases finish in 30 minutes to 12 hours, and you get an email when it's done.
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4
Check the verification reports
Every run produces reports that compare Odoo with the source system. Go through them with the client's accountant.
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5
Rehearse with the client
Use the converted database to show the client their own data in Odoo, train their team and rehearse go-live. Run the conversion again as often as you need.
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6
Go live
Run a final conversion at the cut-over date. You pay one fixed fee per database when you keep it for go-live or export it to your own servers.
The reports that come with every run
Each report compares Odoo with QuickBooks and shows any difference. Open them in the partner portal, or download them as PDF or spreadsheet for the client's accountant.
- Trial balance
- Tax totals
- Invoices, one by one
- Product prices and stock on hand
- Inventory asset account balance
Weighing up a spreadsheet import or opening balances instead? See the options compared.
QuickBooks to Odoo questions
Migrating from something else?
Become an OLaunch partner.
Sign up and run a practice conversion within minutes.