Migration

Move your firm onto Numbers Game in a week.

Your books stay where they are — in QuickBooks Online. Numbers Game connects on top of QBO via OAuth, so there’s no data migration, no re-keying, and no parallel system to maintain.

What ‘migration’ actually means

It’s a connection, not a transplant.

Numbers Game doesn’t replace QBO. It connects to it. Your General Ledger, chart of accounts, vendors, customers, and history all stay exactly where they are. What changes is how your team interacts with QBO — through Claude instead of through the QBO UI.

So ‘migration’ is really three things:

  1. Connect each client’s QBO file.
  2. Import your firm’s existing categorization rules and close checklists.
  3. Run the first month in parallel with your current workflow, so the team builds trust.
The week, day by day

From signup to fully transitioned, in fourteen days.

DayOne

Connect

Sign up. Add your first 3 clients via QBO OAuth (one click per client). Numbers Game pulls the chart of accounts, vendor list, and last 90 days of transactions in under a minute per client.

DayTwo

Brand & defaults

Upload your firm’s logo, palette, and report templates. Configure period close conventions and approval thresholds.

DayThree

Rule import

Walk through the categorization rules your team uses today. Numbers Game absorbs them as starting rules and learns from corrections from day one.

DayFour

Slack hookup

Connect your firm’s Slack workspace. Wire one client channel as the pilot.

DaysFive – Seven

Parallel run

Run one client’s weekly review through Numbers Game alongside your current process. Compare the outputs. Build the team’s trust.

WeekTwo

Add the rest

Roll the remaining clients on. Most firms are fully transitioned by day 14.

What you do NOT need to do

The list of things you can skip.

  • Export anything from QBO.
  • Re-categorize history.
  • Migrate vendor lists, customer lists, or chart of accounts.
  • Train Numbers Game on your data — it learns as your team works.
  • Maintain a parallel system after week two.
Common questions

The questions partners ask first.

Will Numbers Game change my historical books?
No, unless you tell it to. Past periods are read-only by default. Period lock prevents retroactive edits across the firm.
What if we use a different chart of accounts per client?
Each QBO connection is independent. Numbers Game respects each client’s chart of accounts, classes, and departments.
Can we run one client on Numbers Game and the rest in our current workflow?
Yes. Connections are per-client. Bring them on at whatever pace your team is comfortable with.
Do you support multi-entity clients?
Yes — multi-entity holdcos and consolidated reporting are supported on the Scale and Enterprise plans.
What if QBO is down?
Numbers Game waits and retries. Nothing posts to a broken connection.

Start the first day this week.

Most firms onboard their first three clients in under an hour. We’ll sit with you on the call.

Start the weekTalk to migration support