Before You Touch Any Data: The Audit
Migration failures rarely happen during migration. They happen because nobody mapped what was actually living in QuickBooks before the move began.
Open QuickBooks. Don’t assume, always verify. Document every module you’re actively using.
Create a Migration Scope Table:
| QuickBooks Module | Status | Volume | Migration Strategy |
| Customers | Active | 120 active, 50 inactive | Migrate all |
| Vendors | Active | 50 vendors | Active only |
| Invoices | Active | Last 2 fiscal years | Historical import |
| Bills | Active | Unpaid only | Import Outstanding Invoices |
| Inventory | Active | 200 items, multiple sites | Stock reconciliation |
| Bank Feeds | Active | 2 accounts | Manual reconciliation |
| Payroll | Inactive | N/A | Skip |
This table becomes your checklist. Every row is a decision. Every decision affects how clean your ERPNext instance will be on day one.
