QuickBooks Desktop migration to SeroBooks
Bring your QuickBooks Desktop company into SeroBooks with a dry run you can inspect before anything is committed, then check the result to the penny.
QuickBooks Desktop, handled by Sero
Dry run first
Run the migration as a rehearsal, review what would come across, and fix issues before the real import.
Penny-verified
Balances are checked against your QuickBooks Desktop file. On a live seller’s company, the variance was $0.00.
Familiar menus
A desktop-style workspace with menus laid out the way QuickBooks Desktop users expect, so the team isn’t starting from zero.
IIF import and export
SeroBooks reads QuickBooks Desktop data, including IIF, and can export back if your accountant needs it.
Desktop-class apps
Native apps for Windows and macOS, plus Android and the web. iPhone and iPad apps are coming soon.
Built for Canada and the US
Sales tax for every province, US nexus tracking, T2/GIFI and payroll on SeroBooks Pro.
One company, one login, three products that share their numbers
SeroBooks
The books, the store, the bank. One ledger.
Accounting that runs the whole business — invoicing, inventory, banking, sales tax, payroll and year-end for Canada and the United States.
SeroPOS
The point of sale built for the rush.
Point of sale for restaurants and retail — tables, kitchen tickets, inventory, loyalty and online ordering on iPad, Android, Windows and Mac.
SeroPayroll
Payroll for every province. Right to the cent.
Canadian payroll for all 13 provinces and territories — CPP, EI, QPP, vacation, stat holidays, remittances, T4s and ROEs.
Why QuickBooks Desktop users are moving
Many Canadian and US product businesses have run on QuickBooks Desktop for years. It works, but it lives on one machine or one office network, multi-user access takes effort, and Intuit has been steering customers toward its online product. Owners want something they can trust for the next decade without giving up the speed of a real desktop app and the menus their staff already know.
SeroBooks was built with that audience in mind. It keeps the dense, keyboard-friendly workflow people like, runs as a native app on Windows and macOS, and adds what Desktop users often bolt on separately: inventory depth, multi-location, server-enforced permissions across 207 permission nodes, and an append-only audit trail that records every change made to the books.
How the migration works
The migration starts with a dry run. SeroBooks reads your QuickBooks Desktop data and shows you what it would create: the chart of accounts, customers, suppliers, items, open invoices and bills, and balances. Nothing is posted to your live books until you approve it, so you can rehearse as many times as you need and fix mapping problems along the way.
Once the preview looks right, you run the real import. SeroBooks then lets you compare trial balances and key reports with the QuickBooks Desktop originals, line by line. On a live seller’s file, that comparison came out at $0.00 variance. If something doesn’t match, you see exactly where, instead of discovering it months later during a year-end review.
- Export or point SeroBooks at your QuickBooks Desktop data
- Run the dry run and review the preview
- Fix mapping issues and repeat if needed
- Import, then compare balances to the penny
Penny-verified export for your accountant
Not every accountant is ready to log into new software on day one. SeroBooks supports a penny-verified export in a format QuickBooks Desktop understands, so an accountant can keep reviewing in familiar tools while you and your team work in SeroBooks day to day. The numbers they see are the same numbers you see, checked to the cent.
That also means the decision isn’t a one-way door. If you need to send data back for a review, a year-end or a lender, you can. Practice seats for accountants are free in SeroBooks, which makes it easy to invite them in when they’re ready, with permissions you control and every change they make recorded in the audit trail.
What you get after the move
SeroBooks covers invoicing, purchasing, inventory with serials, batches and expiry, bank reconciliation with CSV import and rules, fixed assets with CCA and MACRS, cheque printing, receipt scanning and 160+ reports with a custom report builder. SeroBooks Pro adds payroll for all 13 Canadian jurisdictions and US federal and state withholding, on the same ledger.
If you also run a store or restaurant, SeroPOS posts sales straight into the same ledger, so the till, the shelf and the books stay in agreement without a sync. The QuickBooks module is a $100/mo add-on to SeroBooks plans, which start at $79.99/mo for Starter, $150/mo for Standard and $300/mo for Pro, each with a 14-day free trial.
Frequently asked questions
Can I migrate my QuickBooks Desktop file to SeroBooks?
Yes. SeroBooks imports QuickBooks Desktop data, including IIF, and starts with a dry run so you can review accounts, lists, open transactions and balances before anything is committed. After the real import you compare balances with your QuickBooks Desktop reports to confirm the numbers match to the penny before you stop using the old file.
What is the dry run?
The dry run is a rehearsal of the migration. SeroBooks reads your QuickBooks Desktop data and shows exactly what it would create, without posting anything to your books. You can fix mapping problems and repeat it as often as you like until the preview matches what you expect, then run the real import with confidence.
Will my accountant still be able to use QuickBooks Desktop?
Yes. SeroBooks offers a penny-verified export that QuickBooks Desktop can read, so your accountant can keep reviewing in familiar tools while you work in SeroBooks. Accountants can also get free practice seats in SeroBooks if they want to work directly in your books, with access you control.
Does SeroBooks look like QuickBooks Desktop?
SeroBooks includes a desktop-style workspace with familiar QuickBooks Desktop menus, so common tasks are where your team expects them and training time stays short. It runs as a native app on Windows and macOS, with Android and web versions too. iPhone and iPad apps are coming soon.
How much does the QuickBooks module cost?
The QuickBooks module is a $100 a month add-on to SeroBooks plans. SeroBooks itself starts at $79.99 a month for Starter, $150 for Standard and $300 for Pro, all in USD. Every plan has a 14-day free trial, so you can run the dry run and compare balances before paying.