# Move your existing business into Moodiri

> Bring clients, vendors and open invoices over from QuickBooks or spreadsheets so balances are right from day one.

Source: https://docs.moodiri.com/workflows/move-your-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 QuickBooks](https://docs.moodiri.com/settings/connect-quickbooks): Connect your QuickBooks company to Moodiri.
2. [Import from QuickBooks](https://docs.moodiri.com/settings/import-from-quickbooks): Bring your existing QuickBooks records in and review the import.
3. [Add a client](https://docs.moodiri.com/directory/add-a-client): Add any clients that aren't in QuickBooks.
4. [Add a vendor](https://docs.moodiri.com/directory/add-a-vendor): Add the vendors you buy from, with their trade terms.
5. [Import past invoices](https://docs.moodiri.com/invoices/import-past-invoices): Upload past invoice PDFs so balances and history carry over.
6. [Add to the library](https://docs.moodiri.com/library/add-to-the-library): Start 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.