Migrating

Step-by-step guide to importing your chart of accounts, customers, vendors, and inventory SKUs into Asterisk from QuickBooks & Excel

Supported Source Platforms

You can migrate directly from:

• QuickBooks Online & Desktop (IIF / CSV)
• Xero (JSON / CSV export)
• Odoo (CSV / Database dump)
• Standard Excel spreadsheets

1. Exporting Your Data

From your existing software, export the standard CSV files:

1. Chart of Accounts: Account numbers, account names, and starting balances.
2. Customers & Vendors: Names, emails, billing addresses, and tax IDs.
3. Product & Inventory Catalog: SKU codes, product names, cost prices, and sale prices.
4. Open Invoices: Outstanding invoices with invoice numbers and line items.

2. Using the Asterisk 1-Click Importer

1. In Asterisk, navigate to Settings → Data Import Wizard.
2. Select your source system (e.g. QuickBooks Online).
3. Drag and drop your exported CSV files.
4. The auto-mapping engine will map standard fields (e.g. BillTo_City → Customer Address).
5. Review the validation preview and click Run Migration.

3. Verifying the Trial Balance

After migration completes, navigate to Accounting → Trial Balance to confirm your account balances match your historical balance sheets exactly.