Most firms do not outgrow QuickBooks' accounting. They outgrow the gap between it and the system where the customer actually lives — the sync that breaks, the second definition of a client, the reporting dimension the ledger cannot hold. Twopir Consulting migrates QuickBooks Online and Desktop ledgers onto Accounting Seed on the Salesforce platform: balances, history, open items and the reporting structure underneath them. Parallel run first, switch off second.
All four figures are from a single documented Accounting Seed engagement with a 150-employee US client — not a blended average, and not a migration benchmark. Read the full case study.
Twopir Consulting has delivered Salesforce and finance systems for 500+ organizations across 12+ years — including businesses that have moved a production general ledger without losing a close.
Systems We Build On
Firms almost never migrate because the bookkeeping stopped working. They migrate because the ledger sits outside the system the business actually runs in, and every workaround around that gap has started to cost more than the software. Every symptom below is one of those workarounds.
Somebody watches the connector, re-runs failed records and explains the differences at month end. The integration has quietly become a job, and it is nobody's job.
The CRM account and the accounting customer drift apart — different names, different hierarchies, merged duplicates on one side only. Every report has to state which system it came from.
Practice, program, site, product line, entity — the analysis the business runs on lives in a spreadsheet because the chart of accounts was never designed to carry it.
Revenue is recalculated outside the ledger, adjustments are posted as journals, and the numbers are final only after the spreadsheets are. The close stretches every quarter.
Retainers, milestones, usage, splits and multi-entity billing get produced by hand because the incumbent's invoicing was built for a simpler business than the one you now run.
The migration keeps getting deferred because the real fear is not the software — it is the year of transactions, the open AR and the audit trail that has to survive the move intact.
Accounting Seed is an accounting platform built natively on the Salesforce platform. It provides general ledger, accounts receivable, accounts payable, billing and invoicing, project accounting, financial reporting and online payment processing — and because it is native rather than integrated, the ledger sits on the same platform as the customer records, which is what removes the QuickBooks-to-Salesforce sync rather than replacing it with another one. Accounting Seed does not publish public pricing; licensing is quoted per company by the vendor. Accounting Seed's own product documentation covers the product surface; this page covers how we move you onto it.
A ledger migration is not a data copy, and any partner who describes it as one has not done many. The chart of accounts is redesigned rather than mirrored, because the reason you are moving is usually that the old structure could not carry the analysis you need. Balances, open receivables and payables and the reporting history come across; the workarounds do not. The part that protects you is Phase 04 — a full period run in both systems, reconciled line by line, before anything is switched off.
The data that has to survive the move, reconciled to the old system before go-live.
The service. We design the target structure, move the data, and prove it agrees before you commit.
The operating change — and the things that stop being anyone's job.
A migration quote that does not say which of these is included is a quote you cannot compare. Twopir Consulting offers all four, and the boundary between configuration and custom development is stated below rather than discovered halfway through a project.
| Engagement | What it covers | Where the boundary sits |
|---|---|---|
| Migrate | Moving the ledger: extracting from QuickBooks Online or Desktop, mapping to the new structure, loading balances, open AR and AP and master data, and reconciling line by line against the old trial balance."QuickBooks to Accounting Seed migration" | Ends when both systems agree on the trial balance, open items and bank position at the cutover date. Historical detail beyond the agreed retention window stays in an archived QuickBooks file rather than being forced across. |
| Implement | Standing the product up around the migrated data: ledger and entity structure, tax setup, users and permissions, period and close configuration."Accounting Seed implementation partner" | Ends when the business can run a full billing cycle and close a period on the new ledger. Everything here is standard product setup — no custom code is involved. |
| Configure | Shaping the product to your process: chart of accounts and dimensions, billing formats and schedules, approval routing, payment terms, reports and dashboards that replace the spreadsheets."Accounting Seed configuration" | Declarative only — Flow, formula fields, page layouts, permission sets and native settings. If it can be built without Apex, it belongs in this tier and it stays upgrade-safe. |
| Build on | Custom development where the configuration surface runs out: bespoke invoice formats, allocation and accrual logic, revenue rules, and APIs to the systems the old sync used to serve."custom Accounting Seed development" | Starts the moment a requirement needs Apex, Lightning Web Components or an API integration. We write it as tested, bulk-safe code against the product's supported objects, never by modifying the managed package. |
If you are not migrating but the deployment you already have is not working, the assessment-first version of this engagement is Accounting Seed Implementation for Law Firms.
These are the parts of a ledger migration that decide whether it lands cleanly — described as the work items they are, not as a feature list. Every one of them is something we have seen go wrong on a migration somebody else ran.
Choosing the date the ledgers change hands — normally a period or year end — and building the opening trial balance that has to tie to QuickBooks to the cent on that date.
Rebuilding rather than mirroring the chart, with the dimensions the old ledger could not hold, because migrating a structure you already outgrew is how a migration wastes its own budget.
Outstanding receivables and payables migrated as individual open items with their ages and terms intact, so collections continue uninterrupted and the aging report is real on day one.
Customers, vendors and items reconciled between QuickBooks and Salesforce before the load, because a migration is the last cheap opportunity to end up with one definition of a customer.
Deciding what comes across as detail, what comes across as summary comparatives, and what stays in an archived QuickBooks file — agreed with your accountant and auditor, in writing, before the load.
Bank feeds, payment gateways and unreconciled items re-established against the new ledger so the first reconciliation after cutover is routine rather than forensic.
Identifying everything the QuickBooks connector was quietly doing — and rebuilding the parts that mattered natively — so switching it off removes work instead of creating it.
A full billing cycle and period close run in both systems, reconciled line by line, with finance signing off the comparison before the old ledger is closed. This is the step that is skipped when a migration goes wrong.
The QuickBooks connector is usually the single most-maintained piece of a firm's finance stack. This table is what the surface looks like afterwards — including the integration that simply stops existing.
| Systems | Business purpose | What moves, and which way |
|---|---|---|
| Salesforce · Accounting Seed | Remove the reason the sync existed: keep the customer, the contract and the money on one record so there is nothing to reconcile between them. | No integration Native — same platform, same database. Accounts, contacts and opportunities are shared objects, not synchronised copies. This row is the migration's main deliverable: the connector is retired rather than replaced. |
| QuickBooks · during the move | Keep the old ledger authoritative until finance has signed off the comparison, so the business is never running on an unproven set of books. | Read-only extract Trial balance, open AR and AP, master data and transaction history are extracted on an agreed schedule during the parallel run. Consumed by the migration team and by finance for sign-off. Nothing is written back. |
| Payment gateways | Have card and ACH collection land against the new ledger from day one, without a gap in cash application. | Payments → ledger Authorisations and settlements post to the invoice and cash receipt in the new system from the cutover date. Consumed by finance. |
| Bank feeds | Re-establish continuous reconciliation so the first close after cutover is routine rather than forensic. | Bank → ledger Cleared transactions import for matching against cash receipts and disbursements, with the unreconciled position carried across at cutover. Consumed by the controller. |
| Payroll & expense systems | Keep the feeds that were pointing at QuickBooks working, pointed at the new ledger and the new dimensions. | Source → ledger Payroll journals and expense claims post against the redesigned chart of accounts and its dimensions. Consumed by finance. Built per company — the remapping is the work. |
| Corporate ERP · group ledger | Serve groups keeping a separate consolidation ledger, or running Accounting Seed for one entity while others stay put. | Bi-directional Journal summaries and intercompany entries move both ways on an agreed cut. Consumed by group finance. Built per company — the mapping is the work, not the connector. |
Rebuilding an integration the sync used to cover? See our Salesforce integration practice. We have also delivered accounting-system integrations the other way round — see the MYOB and Salesforce integration case study.
A ledger migration has exactly one hard rule: the old system stays authoritative until the new one has produced the same numbers for a full period. Everything below is built around protecting that rule.
We look at the actual QuickBooks file: how the chart of accounts is used, where classes and locations are doing the work of dimensions, how clean customer and vendor data is, and what the current sync writes. This is where the timeline is set. Typically 1–2 weeks.
Chart of accounts and dimension redesign, entity structure, and the written retention decision: what migrates as detail, what as summary comparatives, and what stays in the archived file. Agreed with your accountant, and with your auditor where one is involved. Typically 2–3 weeks.
Native configuration first — billing formats, approval routing, reports and dashboards that replace the spreadsheets. Custom Apex and Lightning Web Components only where the requirement genuinely exceeds the configuration surface. Typically 3–6 weeks.
A full load into a sandbox, reconciled line by line against the QuickBooks trial balance, aged AR and AP and bank position. Differences are explained and fixed, then the load is run again. Nobody sees a production cutover date until this reconciles. Typically 2–3 weeks.
A full billing cycle and period close in both systems. Finance compares the two sets of numbers and signs off the comparison. If they do not agree, the cutover moves — the deadline is never the thing that decides. Typically 1 full close cycle.
Production load at the agreed date, the sync retired, QuickBooks closed and archived with its retention documentation. We stay through the first live close, then hand over to a finance team that can administer the system themselves.
Durations are typical ranges for a single-entity business with reasonable data quality and are confirmed after the assessment, not before it. Multi-entity and multi-currency migrations run longer — see multi-entity and multi-currency consolidation.
Both are published Twopir Consulting engagements. Neither is presented here as a QuickBooks-to-Accounting-Seed migration specifically — they are the documented evidence of moving billing and reconciliation onto Salesforce-native finance infrastructure without breaking the operation. Every figure is scoped to the business it was measured at.
Twopir's specialized Salesforce customization enabled efficient integration of third-party systems and streamlined administration and billing, leading to seamless financial operations and enhanced productivity. Automated mass billing and matter management minimized errors across our entire legal workflow.
Billing and financial operations moved onto Accounting Seed and Salesforce — 17 automation modules delivered.
Twopir provided Salesforce customisation and integration services to help us build a robust, compliant, and scalable legal operations platform — connecting case management, document processing, and financial systems into one unified workflow. The result was transformative for how we run case-to-cash operations.
Streamlining work-to-cash operations across Salesforce, AWS and QuickBooks.
Almost every bad ledger migration has the same post-mortem: the cutover date was fixed before the data was understood, and the parallel run was shortened to protect it. We run it the other way round.
We look at your actual QuickBooks file before committing to a timeline. A fixed price quoted without seeing the data is a price that will be revised, and everyone in the room knows it.
Migrating the structure you already outgrew wastes the one moment it is cheap to change. The dimensions you report on get built into the ledger during the move, not bolted on afterwards.
A full billing cycle and close in both systems, reconciled line by line and signed off by finance. If the numbers do not agree, the cutover moves. That rule is what makes the date safe.
What migrates as detail, what as summary, and what stays archived is agreed in writing with your accountant and auditor in Phase 02 — not discovered by an auditor eighteen months later.
When something the old sync did needs rebuilding in Apex, the same team writes it. No second vendor and no argument about whose scope the gap falls into.
Three things happen to it, and which applies to each part is agreed in writing before any load. Balances and open items migrate in full: the opening trial balance, open receivables invoice by invoice, open payables, and the bank position. Prior-year figures normally migrate as summary comparatives so reports run without carrying every historical line. Detailed history beyond the agreed retention window stays in an archived QuickBooks file, kept readable for your auditor. Forcing every historical transaction into a new ledger adds cost and risk without adding usable information, which is why the retention decision is made with your accountant in Phase 02 rather than assumed.
Twopir Consulting is a Salesforce Partner and a HubSpot Partner, and we implement, configure, migrate and build on Accounting Seed. Accounting Seed licences are bought from Accounting Seed directly — the vendor does not publish public pricing and quotes per company. We deliver the migration and the custom development around it; we are not reselling the product.
There is no period where the business cannot invoice. The old ledger stays authoritative through the parallel run, and the cutover itself is a data load at an agreed period boundary — normally a weekend at a month or year end. What changes on the Monday is which system finance raises the next invoice in. The risk in a migration is not downtime; it is cutting over onto numbers nobody has verified, which is what the parallel run exists to prevent.
Often, no. QuickBooks is capable general accounting software and a business with straightforward billing and a single reporting dimension is usually well served by it, plus a sync to the CRM. The case for moving changes when three things are true at once: the sync has become something a person maintains, the ledger cannot hold the dimensions you report on, and billing complexity has outgrown the invoice template. If only one of those is true, the cheaper fix is usually to repair the integration or redesign the chart of accounts where it stands, and we will say so.
Yes, and some groups should. A common arrangement keeps QuickBooks or a corporate ERP as the group consolidation ledger while Accounting Seed runs the operating entity where the customers and the billing are. Journal summaries move on an agreed cut. That is a supported end state rather than a halfway house, and it is sometimes the right one — particularly where a parent company's reporting calendar is not yours to change.
For a single-entity business with reasonable data quality, the six phases on this page typically run around four to five months end to end, including a full parallel close before anything is switched off. The two things that move that number are both invisible before the assessment: how the existing chart of accounts has actually been used, and how much customer and vendor data has to be deduplicated between QuickBooks and Salesforce. We quote the schedule after the assessment, not before it.
Then the cutover moves, and that is the system working rather than failing. Differences found in a parallel run are almost always informative — a timing treatment, an allocation the old ledger did implicitly, a class that was carrying two meanings. We explain each difference, fix the mapping or the configuration, and re-run. Cutting over on unexplained differences is how a business ends up with a set of books it cannot defend, so it is the one thing we will not do to hold a date.
The first conversation is about your QuickBooks file, your reporting dimensions and your retention obligations — not about software. We will also tell you if you should stay where you are.
QuickBooks to Accounting Seed migration on the Salesforce platform
