Migrating from Infusion Desktop to Infusion Online involves several data transformations to ensure accuracy and consistency in the online environment. Below are key considerations to keep in mind before and after migration.

Data Adjustments During Migration

• The migration process includes automated data manipulations to align with Infusion Online’s structure and reporting logic.
• These adjustments help ensure that future transactions and reports are accurate and consistent.

Historic Reporting

Aged Trial Balances should be run from Infusion Desktop.
This is due to the way Opening Balances are handled during migration, which may affect the accuracy of these reports in Infusion Online.

Product Valuation will be accurate for Accounting & Select users.   Insight migrations should print historic Product Valuation reports from Infusion Desktop

Profit & Loss reports will remain accurate and can be accessed confidently from Infusion Online.

Balance Sheet for GST Payments Basis will show an imbalance between Customer, Supplier, and GST Control accounts due to the Opening Balance Adjustments.  The Nett total is the same so these imbalances can be reallocated by an Opening Journal for year end reporting if required.  
This is a known limitation due to the way balances are calculated under this accounting method and outside the scope of the migration support process. 

Best Practices

• Before migration: Run and archive key historic reports from Infusion Desktop.
• After migration: Use Infusion Online for all current and future reporting