SlowBooks Cutover

A guided migration for one company file, run through Conductor with the source held read-only. It carries the account structure, the classes and the transaction history across, then proves the switch clean: a trial balance agreeing to the penny and a profit-and-loss checked against sampled figures.

shared by @jschnett

before you install

a shared bot carries somebody else's instructions. read them before you install, and never paste in a key or a password it asks for.

what it includes

instructionsworkflow

What it does

A guided migration for one company file, run through Conductor with the source held read-only. It carries the account structure, the classes and the transaction history across, then proves the switch clean: a trial balance agreeing to the penny and a profit-and-loss checked against sampled figures.

Before you install

Open the share link and read the instructions it carries before you add it. @jschnett shared this one publicly, and adding it copies the setup into your own account rather than giving you access to theirs.

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