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.
View guide →Migrate from Wave
Free tool, single entity. Export CSV, rebuild COA in FIRMA, reconnect banks.
View guide →Migrate from 17hats
CRM and invoicing only — no real bookkeeping. Build COA from scratch in FIRMA, import payment history.
View guide →Migrate from Puzzle
Good single-entity bookkeeping. Clean COA import, add intercompany rules.
View guide →Migrate from HoneyBook
Client management, not accounting. Import payment history, build your books in FIRMA.
View guide →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