Documentation

Migrating to KontoCore

Choose a source and strategy, then map, validate, deduplicate, preview, post, and verify with control totals.

Plans
Core and above
Availability
Available
For
Owners, Accountants, Firms
In KontoCore
Settings → Migration

Direct connectors require the source provider’s connection to be configured. File-based import is always available.

What this does

Migration follows Choose → Prepare → Import → Review → Verify → Go live.

Imported source data is kept as a read-only source mirror so KontoCore can compare what it posted with what the source contained.

Migrating from QuickBooks OnlineUse the direct connector when configured, or file exports, and understand what the source does not expose.

How to

Run a migration

  1. 1Choose the source system and strategy.
  2. 2Connect directly or upload exports.
  3. 3Map accounts, customers, vendors, items, and tax codes.
  4. 4Review validation and duplicate warnings.
  5. 5Preview the result and posted totals.
  6. 6Post, then verify control totals: trial balance, A/R, A/P, and bank balances at the cutoff.
  7. 7Go live and reconcile forward.

Full history or clean start

StrategyWhen to use
Full historyYou want prior-year reports and transaction detail inside KontoCore.
Clean startBegin on a date with opening balances plus open invoices and bills. Faster; prior detail stays in the old system.
AssistedComplex, multi-entity, or messy data where an accountant or specialist guides mapping.

Common mistakes

  • Skipping verification because the import completed without errors.
  • Mixing a clean start with partial history for the same period.

Troubleshooting

Control totals don’t match

See Troubleshooting → Migration control total mismatch.

Terms used:Migration source mirrorControl totalOpening balance

Related articles

Migrating from QuickBooks OnlineUse the direct connector when configured, or file exports, and understand what the source does not expose.Period close and opening balancesClose months and years, control reopening, and enter opening balances when starting clean.TroubleshootingTask-focused fixes for the most common situations: balances, reconciliation, duplicates, invites, connections, and migration totals.

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Last reviewed September 25, 2026