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You don't have to leave QuickBooks to run your field work in Thorbis. Keep QuickBooks for the books and run scheduling, dispatch, estimates, invoicing, and payments in Thorbis. Guided migration brings your customer list, items, and outstanding balances over with a validation step before cutover, so the field side of your business gets a real operations platform without disrupting your accounting.
You're using QuickBooks to do scheduling and job tracking it wasn't built for.
Your field team needs a mobile app with job details, not an accounting tool.
You want estimates, dispatch, and a price book your office and techs share.
You'd rather keep accounting where it is than force it to run your operations.
We never claim every record type moves from every tool. Here's what comes over from this source — and what doesn't move cleanly.
Comes over
Doesn't migrate cleanly
Export
We pull your data out of your current tool using its export or API, so nothing is retyped by hand.
Mapping
Each field from your old system is mapped to its home in Thorbis, including your custom fields and tags.
Staging
The mapped data lands in a staging copy first, separate from your live workspace, so nothing goes live unchecked.
Validation
You review a validation report — record counts, balances, and unmapped fields — and sign off before anything cuts over.
Parallel operation
You can keep your old tool open alongside Thorbis while you confirm the data matches what you expect.
Cutover
When you approve, your workspace goes live with the validated data and your team starts working in Thorbis.
Reconciliation
We compare key totals — customers, open jobs, and outstanding balances — against your old system to confirm they line up.
Rollback preparation
Your original export is kept so the import can be corrected and re-run if validation surfaces a problem.
Post-launch review
After you're live, we walk through any records the importer flagged so nothing is left in limbo.
Before cutover, you review a validation report and confirm the data matches your old system. The example below uses sample data to show the shape of that report — it is not a real customer's data.
Workspace: Sample Plumbing Co. (placeholder)
Do I have to stop using QuickBooks?
No. The recommended approach is to keep QuickBooks for the books and run your field operations — scheduling, dispatch, estimates, invoicing, and payments — in Thorbis.
What actually comes over from QuickBooks?
Your customer list, items, estimates, invoices, and outstanding balances are part of the guided migration. Your accounting ledgers and chart of accounts stay in QuickBooks. The validation report shows exactly what mapped before cutover.
Can my field team work from their phones?
Yes. Thorbis includes a mobile field app so technicians see their jobs, addresses, notes, and price book in the field — something a desktop accounting tool isn't built to do.