Move your existing business into Moodiri

Why this matters

Switching systems is when balances go wrong: a client owing money in one place and nothing in the other. Bringing clients, vendors and open invoices over before you start new work means reports, client balances and the portal are accurate from your first day in Moodiri.

The steps

1. Connect and disconnect QuickBooksConnect your QuickBooks company to Moodiri.
2. Import from QuickBooksBring your existing QuickBooks records in and review the import.
3. Add a clientAdd any clients that aren't in QuickBooks.
4. Add a vendorAdd the vendors you buy from, with their trade terms.
5. Import past invoicesUpload past invoice PDFs so balances and history carry over.
6. Add to the libraryStart your product library with the pieces you specify most.

Good to know

• Importing past invoices never emails your clients.
• Past invoices import up to 10 PDFs at a time, 15 MB each. Upload a larger history in batches.
• Connecting and importing from QuickBooks needs the Integrations permission.