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Migration dashboard

Watch every client's QuickBooks import land, pass by pass.

Clearer work, fewer loose ends

  • Watch every client's QuickBooks import land, pass by pass.
  • One row per client.
  • An expected total taken from QuickBooks' own count before each pass starts, live processed counts.
  • A terminal status that cannot hide a partial failure.

Migration dashboard

Step 1

Watch every client's QuickBooks import land, pass by pass

One row per client, with an expected total taken from QuickBooks' own count before each pass starts, live processed counts, and a terminal status that cannot hide a partial failure.

Back to Practice Manager
  • Practice overview

    Your whole book of clients on one screen.

    Read more
  • Tasks and recurring tasks

    Firm work and client work in the same queue.

    Read more

See migration dashboard on your own data