Migration guide

Migrate from Puzzle to FIRMA

Puzzle is solid for single-entity bookkeeping, but it lacks true multi-entity consolidation and intercompany eliminations. Operators who grow beyond one entity outgrow it fast.

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Why operators leave Puzzle

Solid single-entity bookkeeping — but only one entity

Puzzle is well-designed for a single business. The moment you open a second LLC or acquire a company, you are managing two disconnected Puzzle accounts.

No intercompany eliminations

Puzzle has no mechanism for eliminating intercompany transactions. Owner loans and management fees appear in both entities and double-count in any manual consolidation.

Consolidation requires external spreadsheets

Multi-entity operators export from each Puzzle account and combine in Excel. This is fragile, slow, and error-prone every month.

Reporting depth is limited

Puzzle reports are clean for single-entity use but lack the drill-down and cross-entity analytics that scaling operators need.

How to migrate from Puzzle to FIRMA

  1. 1

    Settings → Export CSV

    Log into Puzzle and go to Settings → Export Data. Download your Chart of Accounts CSV and Transaction History CSV. Puzzle exports are clean and well-structured.

  2. 2

    Standard COA imports cleanly into FIRMA

    Puzzle uses standard account types that map directly to FIRMA. Your chart of accounts imports with no remapping. Account numbers and names transfer as-is.

  3. 3

    Map Puzzle accounts to FIRMA entities

    If you have multiple entities, create each one in FIRMA under Settings → Entities. Assign the imported accounts and transactions to the correct entity during import.

  4. 4

    Import historical transactions

    In FIRMA, go to Settings → Import Data. Upload your Puzzle transaction CSV. FIRMA validates each transaction and flags any that need category review before posting.

  5. 5

    Configure intercompany rules

    This is where FIRMA goes beyond Puzzle. Go to Settings → Intercompany Rules and define elimination entries for owner loans, management fees, and intercompany payables. FIRMA applies them automatically in consolidated reports.

What carries over from Puzzle

Data typeStatus
Chart of accountsCarries over
TransactionsCarries over
Bank connections (reconnect after import)Carries over
AI categorization rulesDoes not carry

Ready to make the switch?

Most teams complete migration in under 2 hours.

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