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FileMaker to Cloud Accounting Migration

FileMaker to Cloud Accounting Migration

Running invoicing or accounting on a custom FileMaker database? We pull the data out, map it field by field and bring it into QuickBooks Online or Zoho Books, with your customer and invoice history intact.

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Tell Us How We Can Help

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What We Move Over

Real_Time_Access

Custom Databases

We work with home grown FileMaker solutions, however they were built.

Automatic_Updates

Customers and Vendors

Contact records cleaned and matched.

Enhanced_Collaboration

Invoices and Payments

Invoice and payment history carried into the new system.

Integrations

Products and Services

Items with prices and the right income accounts.

Data security

Field Mapping

Every important field mapped to a home in the new system, or to a custom field.

Simplified_Transactions

Opening Balances

Balances that match your records at cutover.

Financial_Insights

What Needs Care

FileMaker databases often hold more than accounting data. We agree which data moves into the accounting system and which should live somewhere else.

Cost_Effective

Clean Handoff

Notes and training so your team can carry on without gaps.

Why Businesses Are Leaving FileMaker

Common Reasons We Hear:

  • The Person Who Built the Database Has Moved On
  • The Database Is Hard to Update or Keep Secure
  • The Accountant Cannot Work with the Data Easily
  • The Business Needs Bank Feeds, Payroll and Modern Apps

How It Works

Data_Integrity_and_Completeness

1. Discovery Call

We look at your FileMaker data, how much history you have and what you want from QuickBooks Online or Zoho Books.

Customization_and_Configuration

2. Fixed Quote

You get a written scope, timeline and price.

Backup_and_Security

3. Extract and Clean

We export the FileMaker tables, map each field and clean the data before it moves.

Training_and_Support

4. Migration

We map the data into QuickBooks Online or Zoho Books and connect banks and payroll.

Integration_with_Third_party_Applications

5. Tie Out and Handoff

We confirm the numbers match, then hand everything to you or your bookkeeper.

How long does it take? Most projects take 4 to 10 weeks, depending on how many years of history you bring over and the condition of the data. We agree a cutover date up front so there is no gap in your books.

Questions People Ask

Our FileMaker system is heavily customized. Can you still help?

Yes. With more than 25 years of data integration experience, custom databases are normal work for us.

Yes. Many clients keep FileMaker for operations and move only the accounting.

We need an export or a copy of the file. We will tell you exactly what we need on the discovery call.

Yes. We work white label for many bookkeeping firms and hand the finished file straight back to you.

Why Choose True Tally Services?

  • 25+ Years of Data Integration: Old, custom and unsupported systems are routine for us.
  • Built for Bookkeepers: Many firms use us white label.
  • Fixed Pricing: You get a written scope and price before we start.
  • Numbers That Match: Every project ends with a tie out report and a clean handoff.

Ready to Move Off the Desktop?

Tell us what you use today and where you want to be. We will reply within one business day. Book a call.