Switch from QuickBooks to Thorbis
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.
- Guided migration
- Validation before cutover
- Unlimited users
Signs you're ready to leave QuickBooks.
- You're using QuickBooks to do scheduling and job tracking it wasn't built for.
- Your field team needs a field 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.
What migrates from QuickBooks.
We never claim every record type moves from every tool. Here's what comes over from this source, and what doesn't move cleanly.
- Customers
- Contacts
- Locations
- Price books
- Outstanding balances
- Estimates
- Invoices
- Notes
- Team members
- Your chart of accounts, ledgers, and accounting history stay in QuickBooks — Thorbis runs the field operations, not your books.
- Payroll and tax filings remain in your accounting workflow unless you choose to enable Thorbis payroll separately.
- Itemized historical transactions are reviewed during migration; balances come over so the field side starts accurate.
Three tracks keep the switch controlled.
Migration is not just import, then hope. Data, team approvals, and cutover readiness are handled as separate workstreams before go-live.
Records with review points
Customers, Contacts, Locations, Price books
Roles and approvals
You're using QuickBooks to do scheduling and job tracking it wasn't built for.
Go-live only after validation
Your chart of accounts, ledgers, and accounting history stay in QuickBooks — Thorbis runs the field operations, not your books.
Validated before you go live.
- 1
Export
We pull your data out of your current tool using its export or API, so nothing is retyped by hand.
- 2
Mapping
Each field from your old system is mapped to its home in Thorbis, including your custom fields and tags.
- 3
Staging
The mapped data lands in a staging copy first, separate from your live workspace, so nothing goes live unchecked.
- 4
Validation
You review a validation report — record counts, balances, and unmapped fields — and sign off before anything cuts over.
- 5
Parallel operation
You can keep your old tool open alongside Thorbis while you confirm the data matches what you expect.
- 6
Cutover
When you approve, your workspace goes live with the validated data and your team starts working in Thorbis.
- 7
Reconciliation
We compare key totals — customers, open jobs, and outstanding balances — against your old system to confirm they line up.
- 8
Rollback preparation
Your original export is kept so the import can be corrected and re-run if validation surfaces a problem.
- 9
Post-launch review
After you're live, we walk through any records the importer flagged so nothing is left in limbo.
The important part is the review.
A switch from QuickBooks should leave your team with a clear list of what was checked, what needs attention, and when the workspace is ready for daily work.
- 1Review imported customer records
- 2Confirm open jobs and balances
- 3Validate price book items
- 4Invite the team after sign-off
A cleaner switch starts before import day.
The migration plan should make ownership, timing, and exceptions obvious before your team starts using Thorbis as the daily system.
Freeze window
Choose the point when edits stop in the old system, so the final import has a clear source of truth.
Owner sign-off
Assign one person to approve records, balances, price book items, and team access before rollout.
Exception list
Keep anything that does not map cleanly in a visible review list instead of hiding it in the import.
Rollback notes
Document what remains in the old account and what should be checked if the team pauses rollout.
You sign off before anything cuts over.
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.
Common questions.
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.
Other switches.
Guided migration moves your data with a validation step before cutover, so you switch with your data verified, not on a fixed clock.
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