How many entities does each FIRMA tier include?

Starter supports 1 entity, Professional supports up to 5, and Enterprise supports unlimited entities.

What is the status of intercompany management?

Intercompany workflows and group reporting are on the roadmap. Current plans include entity-level books and approval-first workflows.

What is the status of consolidated group reporting?

Consolidated group reporting is roadmap-qualified. Current claims stay at entity-level reporting.

What compliance posture does FIRMA claim?

FIRMA describes security posture, RLS, MFA-ready controls, audit trails, and a SOC 2 examination-in-progress posture only.

Migrate · QuickBooks Online → FIRMA

What actually happens when you move to FIRMA.

No blind imports. No lost history. Real step-by-step of chart mapping, opening balances, intercompany rewriting, and the reconciliation check that has to pass before FIRMA becomes primary.

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Every step, honest scope + timing.

Connect QuickBooks Online

OAuth into FIRMA using your existing QuickBooks admin login. FIRMA reads chart of accounts, open A/R + A/P, historical journal entries, bank connections — no writes back to QBO.

Time

5 min

Map your chart of accounts

FIRMA suggests a mapping per QBO account. Review, override where needed. Duplicate accounts get flagged for consolidation.

Time

15-30 min

Import opening balances + history

Choose your cut-over date. Pre-cutover comes in as opening balances. Post-cutover imports as full journal detail so month-over-month reporting works.

Time

10-45 min (async)

Preserve intercompany history

Import paired revenue and expense entries without changing their dollars. Native intercompany automation and eliminations remain on the roadmap.

Time

Varies by entity pair

Reconcile to your last QBO close

FIRMA generates a QBO-vs-FIRMA trial-balance comparison at your cut-over date. Every difference is line-itemed with a reason. You sign off, then FIRMA locks opening balance.

Time

30-60 min

Run your first entity close on FIRMA

Book the current month and validate each entity-level P&L and cash-flow view. Group reporting and automated eliminations remain on the roadmap.

Time

Same as normal close

What you're probably wondering.

How many QBO files can I migrate at once?

One at a time is safest. Vantage moved six over one day (roughly one entity per hour of active work, plus async import).

Do you write anything back to QuickBooks?

No. FIRMA is read-only against QBO. Your QBO file stays intact as historical record.

What happens to intercompany entries?

Imported entries preserve their dollars and audit trail. Native intercompany workflows and automated eliminations remain on the roadmap.

How long does a typical migration take?

Single entity, standard chart, 2 years of history: about 90 min active + 30 min async. Multi-entity scales roughly linearly minus reused chart mapping.

Can I run QuickBooks in parallel during migration?

Yes. Standard practice is a two-week parallel period, reconcile daily. Once reconciliation runs clean for a week, cut FIRMA to primary and archive QBO.

What about audit trail?

Every FIRMA entry created during migration is tagged with source_qbo_txn_id + migration_batch_id. Auditors can trace any FIRMA line back to the exact QBO transaction.

Start your migration during the free trial.

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