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Salesforce Migrations

QuickBooks to Salesforce Migration

Move customer and account records from QuickBooks into Salesforce, with finance staying in QuickBooks and a clean integration afterwards.
  • No obligation - response within 1 business day for your QuickBooks to Salesforce Migration
  • Trusted by senior FinServ decision-makers for QuickBooks to Salesforce Migration
  • 9+ years of CRM specialism for financial services and fintech - including your QuickBooks to Salesforce migration

TRUSTED BY LEADING FINANCIAL SERVICES BUSINESSES

  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB
  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB

Salesforce Migrations

A smooth move to Salesforce

QuickBooks to Salesforce Migration

Teams that move data from QuickBooks to Salesforce usually want customer and account records in the CRM, where sales and service can use them. We map QuickBooks customers, contacts and relevant balances to Salesforce accounts and fields, cleanse duplicates and validate the load. Finance normally stays in QuickBooks, so we also plan the integration that follows, keeping both systems aligned without double entry. Each step is tested and validated with your team, so sales sees the customer and finance keeps the books.

Why choose a QuickBooks to Salesforce migration?

  • Zero-loss migration

    Every contact, deal, note and file moves from QuickBooks to Salesforce with full field mapping and validation.

  • Live in weeks, not months

    A proven QuickBooks to Salesforce migration playbook delivers a clean cutover, typically in under 6 weeks.

  • No disruption to revenue

    We migrate in parallel and switch over cleanly, so your sales team never loses the pipeline.

  • Salesforce set up the right way

    Not a lift-and-shift - we configure Salesforce to your process as part of the QuickBooks to Salesforce migration.

CRM adoption increase
Records cleaned and unified
Data accuracy and visibility
Systems deployed

Not moving off QuickBooks?

If you want to keep QuickBooks and connect it to Salesforce rather than migrate away from it, we build that integration too.

See the Salesforce QuickBooks integration →

Frequently asked questions

Common questions about your QuickBooks to Salesforce migration

Customer and account records, contacts, billing details and a few useful finance fields such as payment terms or account status. Full ledgers, journals and invoices tend to stay in QuickBooks, which is built for them. We agree the scope with your sales and finance teams, so Salesforce holds what customer-facing staff need and your accountants keep control of the books.

Yes, and in most cases QuickBooks stays in use. It remains the accounting system while Salesforce becomes the home of customer relationships. After the one-off migration we can set up a connection, using a native connector or middleware depending on your set-up, so new customers and key updates flow between the two. Our migration and integration team designs this so ownership of each field is clear.

By reconciling before and after. Record counts, customer identifiers and any balances brought across are checked against the source in a test migration, and every difference is explained before cutover. Fintech and financial services firms need that audit trail, so we document the mapping, who approved it and what was excluded. Our data architecture work also defines which system is authoritative for each field.

Keep exploring

Similar Salesforce Migrations

GET IN TOUCH

Start the Conversation.

Moving off QuickBooks? As a Salesforce partner for financial services and fintech, Evara handles your QuickBooks to Salesforce migration end to end - mapping every record, validating the data, and cutting over cleanly with no loss or downtime. No obligation, no hard sell. Book a consultation and we'll map out your migration plan.

Book a Consultation

No obligation. Response within 1 business day.