We’re excited to introduce Migration Balance in Movegistics AI — a new onboarding feature designed to help moving companies seamlessly migrate customer account balances from legacy systems into Movegistics AI.

This enhancement eliminates the need for support intervention, spreadsheet imports, or workaround invoices when bringing existing Accounts Receivable (AR) balances into the platform.

👥 Who This Is For

• Moving companies migrating from another CRM
• Accounting and finance teams
• Companies using QuickBooks integrations
• Businesses carrying forward existing customer balances at go-live
  

💡 Why This Matters

When transitioning to a new CRM, many companies already have customers with:

• Outstanding balances (Accounts Receivable)
• Customer credits or prepayments
• Open invoices from their previous system
  

Previously, users had to:

• Create dummy invoices to represent balances, or
• Submit spreadsheets to the Movegistics support team for backend updates

This process was time-consuming and increased the risk of accounting inconsistencies. With Migration Balance, users can now record opening balances directly from the Company record.

📍 Where to Access

Navigate to: Sales → Companies → Open Company Record

You will now see a new: + Migration Balance button.

⚙️ How It Works

Migration Balance is designed specifically for onboarding and data migration scenarios.

Important

• Migration Balance can only be entered one time per Company
• Once saved, it cannot be edited
• Users should verify the amount carefully before confirming

➕ Positive Balance (Customer Credit)

If you enter a positive amount, Movegistics will automatically create an unapplied payment record.

Example: Migration Balance: +$500

Result:

• A Payment record is created
• Credits Available increases by $500
• Payment Mode displays as Migration
• The payment can later be applied to future invoices

Payment Display In the Payments tab: Payment Mode = Migration

This makes migration-created credits easy to identify and track separately from regular customer payments.

➖ Negative Balance (Open Balance / Accounts Receivable)

If you enter a negative amount, Movegistics will automatically create an open Migration Invoice.

Example: Migration Balance: -$700

Result:

• An Invoice record is created
• Open Balance increases by $700
• Invoice Type displays as Migration Invoice
• The invoice represents the customer’s outstanding balance carried over from the previous system

Invoice Display In the Invoices tab: Invoice Type = Migration Invoice

This clearly identifies invoices created through the migration process.

🔄 QuickBooks Considerations

Because migration balances represent historical transactions from another system, these records do not sync to QuickBooks.

For Positive Balances (Migration Credits)

Migration credits are stored as unapplied payments inside Movegistics AI.

When the credit is later applied to an invoice:

• The invoice will sync to QuickBooks as paid
• QuickBooks will not have the original payment record

To maintain accurate accounting records, users must manually create a matching payment or journal entry in QuickBooks when the credit is used.

For Negative Balances (Migration Invoices)

Migration balances entered as negative values create open invoices inside Movegistics AI.

When payments are later applied:

• The payment will not sync to QuickBooks
• QuickBooks will not have the original migration invoice

To keep records reconciled, users must manually create a matching invoice or journal entry in QuickBooks when settling the balance.

🛡 User Acknowledgement

Before saving a Migration Balance, users must confirm that they understand:

• QuickBooks may require manual adjustments when the migration balance is settled.

This acknowledgement helps ensure accounting teams understand the reconciliation process before proceeding.

🚫 Restrictions on Migration Invoices

Migration Invoices are designed specifically for opening balance management and therefore have limited actions available.

For Migration Invoices:

❌ Edit Invoice

❌ Sync to QuickBooks

❌ Send Invoice Email

❌ Standard invoice modification workflows

Only the supported migration-related actions are available. This helps preserve the integrity of migrated accounting balances.

📊 Benefits

✅ Eliminate onboarding spreadsheets and support requests

✅ Record opening balances directly in Movegistics

✅ Support both customer credits and outstanding balances

✅ Maintain clear audit trails using Migration Payment and Migration Invoice types

✅ Reduce implementation time during onboarding

✅ Simplify CRM migrations from legacy systems

✅ Keep migrated balances clearly separated from operational invoices and payments

✅ Available Now in Movegistics AI

• Migration Balance is now available on all Company records, giving your team a simple and secure way to carry customer balances into Movegistics AI during onboarding and system migrations.
• Start migrating customer credits and outstanding balances directly from the Company record — no spreadsheets or support tickets required.