Migration Guide

Overview

This tutorial walks you through migrating from an existing accounting system to Axiomatic. You'll connect your source system, map your chart of accounts, and choose how to handle historical data.

Prerequisites

• A QuickBooks or Xero account connected via Settings > Integrations
• An Axiomatic entity with a chart of accounts (can be set up during migration)

Step 1: Open the Migration Wizard

Navigate to Import → Migrate. The wizard loads your QuickBooks/Xero accounts alongside your Axiomatic accounts.

Step 2: Map Your Chart of Accounts

For each account in your source system, choose one of:

• Create New — Creates a matching account in Axiomatic
• Map to Existing — Links to an account you've already set up
• Skip — Ignores the account (e.g., inactive accounts you don't need)

Use the type filter to work through accounts by category (Assets, Liabilities, etc.).

Click Continue when you're done mapping.

Step 3: Choose Your Migration Mode

Option A: Start Fresh from a Date (Recommended)

This imports a trial balance as of your chosen date and starts your accounting periods from that date forward. Your historical data stays in your previous system.

Best for: Most companies. This is the standard approach to accounting system migrations.

Option B: Import Full History

This syncs all available historical transactions from your bank connections and auto-closes past periods as "Migrated." You get a complete audit trail in Axiomatic.

Best for: Companies that want all historical data in one system and don't need to audit past periods.

Step 4: Configure (Cutover Mode Only)

Pick Your Cutover Date

Choose the date from which you want Axiomatic to take over. Common choices:

• Start of current fiscal year — gives you a clean year
• Start of current quarter — balances recency and completeness
• Start of current month — minimal history

Review Trial Balance

The wizard fetches your trial balance from QuickBooks/Xero as of the cutover date. Review:

• Account names and types
• Debit and credit balances
• Whether accounts are mapped to Axiomatic accounts
• Total debits must equal total credits

If the trial balance doesn't balance, check your source system for discrepancies before proceeding.

Step 5: Confirm and Execute

Review the summary and click Confirm & Migrate. Axiomatic will:

• Post opening balances for each account as of the cutover date
• Set the entity's go-live date
• Configure bank feeds to sync only from the cutover date forward

What Happens Next

After Cutover Migration

1. Connect bank accounts — Go to Settings > Integrations and set up Plaid connections. Transactions will only sync from your cutover date forward.
2. Close your first period — No historical periods to worry about. Just close the current period when it ends.
3. Run period-end adjustments — Depreciation, FX revaluation, and accruals work normally.

After Full History Migration

1. Wait for sync — Historical transactions are imported from your bank connections (up to 2 years).
2. Bulk-close historical periods — The system auto-closes past periods as "Migrated." These satisfy the sequential close requirement.
3. Close your current period — You can close it immediately without auditing migrated periods.

FAQ

Can I change my mind after migrating?

The cutover date can be updated on the entity, but you'll need to void and re-post opening balances. Choose carefully.

What does "Migrated" mean for a period?

It's an auto-closed status indicating the period contains imported data that was not independently audited in Axiomatic. Migrated periods cannot be reopened.

Will my bank feed import old transactions?

In cutover mode, no — Plaid only syncs transactions on or after the cutover date. In full history mode, yes — up to 730 days of history.

What if I have accounts in QuickBooks that don't map to anything?

You can create new accounts during the mapping step, skip them, or set them up in Axiomatic first and then map.