Leaving QuickBooks: The Owner's Guide to Moving to Odoo
QuickBooks got you here. It is not built to take you further.
This is the owner's guide to leaving QuickBooks for Odoo, written for a company of a few people to a few dozen that has started to feel the ceiling: add-on fees for things that should be built in, a team living in spreadsheets, a month-end that takes too long, and inventory that lives somewhere the accounting cannot see.
It is a series, published in order. Each part stands alone, and this page is the place to come back to for all of them.
Published so far
Part 1. 5 Signs Your Small Business Has Outgrown QuickBooks
The five things owners tell us right before they decide to move: paying for add-ons, living in spreadsheets, a slow close, inventory and finance in different places, and hiring someone just to manage the software. If three of the five sound familiar, keep reading.
Part 2. The Complete SMB Migration Checklist: QuickBooks to Odoo
The move itself, in four steps: what to audit before you begin, what to bring over and what to leave behind, how the setup goes, and what go-live day actually looks like. Includes the one rule that saves most migrations: start clean from a launch date rather than dragging every historical transaction across.
Part 3. What Odoo actually costs a six-person company, with the numbers.
Both halves of the price, subscription and setup, for one to six people, with the year-one and year-two totals. Publishing next in this blog.
Coming in the series
What is Odoo, in plain English. One system that holds accounting, invoicing, sales, inventory, your website and point of sale, explained without the vocabulary.
Go-live week. What the first five days on the new system look like for a small team, and the two habits that make month one calm instead of chaotic.
If you are a team of one to six people
We set Odoo up at a fixed price for companies your size. Solo Launch for one or two people, Small Team Launch for three to six. The packages, the per-person price and a free 30-minute walkthrough are on our Odoo page.
Not sure you have outgrown it yet?
Book a free 30-minute walkthrough. Tell us what you use today and the first thing you would fix. If QuickBooks is still the right tool for you, we will say so.
QuickBooks got you here. It is not built to take you further.
This is the owner's guide to leaving QuickBooks for Odoo, written for a company of a few people to a few dozen that has started to feel the ceiling: add-on fees for things that should be built in, a team living in spreadsheets, a month-end that takes too long, and inventory that lives somewhere the accounting cannot see.
It is a series, published in order. Each part stands alone, and this page is the place to come back to for all of them.
Published so far
Part 1. 5 Signs Your Small Business Has Outgrown QuickBooks
The five things owners tell us right before they decide to move: paying for add-ons, living in spreadsheets, a slow close, inventory and finance in different places, and hiring someone just to manage the software. If three of the five sound familiar, keep reading.
Part 2. The Complete SMB Migration Checklist: QuickBooks to Odoo
The move itself, in four steps: what to audit before you begin, what to bring over and what to leave behind, how the setup goes, and what go-live day actually looks like. Includes the one rule that saves most migrations: start clean from a launch date rather than dragging every historical transaction across.
Part 3. What Odoo actually costs a six-person company, with the numbers.
Both halves of the price, subscription and setup, for one to six people, with the year-one and year-two totals. Publishing next in this blog.
Coming in the series
What is Odoo, in plain English. One system that holds accounting, invoicing, sales, inventory, your website and point of sale, explained without the vocabulary.
Go-live week. What the first five days on the new system look like for a small team, and the two habits that make month one calm instead of chaotic.
If you are a team of one to six people
We set Odoo up at a fixed price for companies your size. Solo Launch for one or two people, Small Team Launch for three to six. The packages, the per-person price and a free 30-minute walkthrough are on our Odoo page.
Not sure you have outgrown it yet?
Book a free 30-minute walkthrough. Tell us what you use today and the first thing you would fix. If QuickBooks is still the right tool for you, we will say so.