Do my invoices come across as invoices?

Yes, where the product hands you a report that holds them. The row for your product above says what its own download contains. Money is read in the currency the file states and never added across currencies.

Can I keep using my ledger after the move?

Yes. Records move by file, so there is no live connection between the two and nothing to unpick on the other side. Most teams run both for a week or two while they check what landed.

Migration Guide

Moving from your bookkeeping tools to Laureo

Every bookkeeping and invoicing product we can read, in one table: what its own download hands you, and what that download leaves behind. Your customers, your invoices and what you sell come across as files, and the tools a practice runs beside its ledger are listed here too.

After the move

Your records land in one database, and the AI can act on all of them. A sample prompt once you are in:

“Hey Laureo, list every customer we brought across with an unpaid invoice older than a month, then draft a polite reminder to each one for my approval.”

Good to know

One file can hold up to 10,000 rows.
One file can be up to 10 megabytes.
You can undo a move for 30 days after it finishes.
You can undo a single file import for 24 hours after it finishes.

How each one gets out

One row per product. What its export gives you is read from what Laureo actually recognises, and what stays behind is the same honest list the review screen shows you again before anything is written. The rows without a download of their own are here because checking and saying so beats leaving a product off the page.

The product you are leaving	What its export gives you	What stays behind
FreshBooks clients	People	We need either First Name and Last Name, or Company Name in the file before we can read it. What this export gives us for invoices is too thin to rebuild here, so we leave it out. This export does not include payments, so nothing of that kind comes across. This export does not include quotes, credits, items, repeating invoices, bills, expenses and taxes, so nothing of that kind comes across. 1 column has no home here yet, so we keep the values as extra columns on the record: Address Line 2. Photos and files come over on their own.
Invoice Ninja	Invoices	Numbers in this file follow the currency format your company set, so a comma can be the decimal mark. We wrote down what this download looks like from the published guides rather than from a file we have seen, so a column we do not recognise is possible. Photos and files come over on their own.
QuickBooks Customer Contact List	Companies	We need Customer in the file before we can read it. This export does not include the amount each customer still owes you, so nothing of that kind comes across. 1 column stays behind because the same address arrives split across the street, city, state, ZIP and country columns: Billing Address. 6 columns stay behind because we keep one address for a company: Shipping Address, Shipping Street, Shipping State, Shipping City, Shipping Country and Shipping ZIP. 1 column stays behind because we keep when a record was last changed here, not when it was changed in your old system: Last Modified. 1 column stays behind because we keep when a record arrived here, not when it was typed into your old system: Create Date. 1 column stays behind because the people who worked in your old system are not people here: Last Modified By. 2 columns stay behind because we never bring card numbers across: Credit Card # and CC Expires. 2 columns stay behind because the full name column already carries the person we create for this customer: Last Name and First Name. 8 columns have no home here yet, so we keep the values as extra columns on the record: Delivery Method, Other, Tax Rate, Taxable, Resale #, Terms, Payment Method and Currency. Photos and files come over on their own.
QuickBooks Desktop	Companies	We do not bring the company file itself across yet. We wrote down what this download looks like from the published guides rather than from a file we have seen, so a column we do not recognise is possible. Photos and files come over on their own.
QuickBooks Products and Services	Products	We need Product/Service in the file before we can read it. This export does not include the stock you hold and what it is worth, so nothing of that kind comes across. 5 columns have no home here yet, so we keep the values as extra columns on the record: Type, Taxable, Purchase Description, Expense Account and Preferred Vendor. Photos and files come over on their own.
QuickBooks Sales by Product Service	Invoices	We need Num in the file before we can read it. This export carries no paid or unpaid column, so we work out what is still owed from the amounts on each row rather than claiming it. This export does not include the payments behind each invoice, so nothing of that kind comes across. 1 column stays behind because we keep when a record arrived here, not when it was typed into your old system: Create Date. 1 column stays behind because we keep when a record was last changed here, not when it was changed in your old system: Last Modified. 2 columns stay behind because the people who worked in your old system are not people here: Created By and Last Modified By. Photos and files come over on their own.
Wave	Invoices	We need Invoice Number in the file before we can read it. We can only bring the payments behind each invoice across when the download you choose includes them. This export does not include quotes, receipts and repeating invoices, so nothing of that kind comes across. The download of everything you have ever recorded arrives as one file with nothing to tell one record from another, so we cannot read it. 1 column has no home here yet, so we keep the values as extra columns on the record: Payment Account. We wrote down what this download looks like from the published guides rather than from a file we have seen, so a column we do not recognise is possible. Photos and files come over on their own.
Xero contacts	People	We need ContactName in the file before we can read it. This export does not include invoices, payments and credits, so nothing of that kind comes across. 5 columns stay behind because we keep one address for a person: SAAddressLine1, SACity, SARegion, SAZipCode and SACountry. 7 columns have no home here yet, so we keep the values as extra columns on the record: AccountNumber, POAttentionTo, POAddressLine2, FaxNumber, SkypeName, TaxNumber and LegalName. We wrote down what this download looks like from the published guides rather than from a file we have seen, so a column we do not recognise is possible. Photos and files come over on their own.
Xero invoices	Invoices	We need ContactName, InvoiceNumber, InvoiceDate, DueDate, Description, Quantity, UnitAmount, AccountCode and TaxType in the file before we can read it. This export does not include payments, credits and refunds, so nothing of that kind comes across. We do not bring bills and the rest of the money you owe across yet. 1 column has no home here yet, so we keep the values as extra columns on the record: Reference. Photos and files come over on their own.
Zoho Books contacts	People	We need Display Name in the file before we can read it. We can only bring what each customer already owed you when you left across when the download you choose includes them. 3 columns have no home here yet, so we keep the values as extra columns on the record: Display Name, Currency Code and Payment Terms. We wrote down what this download looks like from the published guides rather than from a file we have seen, so a column we do not recognise is possible. Photos and files come over on their own.
Zoho Books invoices	Invoices	We need Invoice Number in the file before we can read it. We can only bring the payments behind each invoice across when the download you choose includes them. We do not bring what each customer already owed you before their first invoice across yet. 3 columns have no home here yet, so we keep the values as extra columns on the record: Customer ID, Item Total and Discount. We wrote down what this download looks like from the published guides rather than from a file we have seen, so a column we do not recognise is possible. Photos and files come over on their own.
Ignition	Reports rather than lists: the services you sell, your proposal results, your revenue and your payment collections each come out on their own.	The proposal itself and the terms behind it have no published download anywhere in this trade, so a live agreement cannot be taken out at all.
Client Hub	Unknown. The published help centre could not be read from the outside at all, so treat this as unanswered rather than as a no.	Unknown, and we will not guess. Ask them for a download and send us whatever comes out.
Double, formerly Keeper	No article in the published help centre mentions taking your own records out.	Nothing is published, so nothing can be promised.

Questions about the move

We read it. Open balances come out on their own sheet in most of these products, and the Move recognises that sheet by its columns whether it is an accounts receivable drill down or an aged receivables list. It then asks you how to bring what your customers still owe: every unpaid invoice one by one, which keeps your aging report and your statements looking the way they do today, or one total per customer, which is faster and loses both. You answer before anything is written.

Related Resources

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