Switch from FlowAccount in 5 minutes

Four steps

You stay in control of your FlowAccount login — no API key, no broker, no third-party app installed on either side. The CSVs are all you need.

1. 01

   Export your customers

   In FlowAccount, open Contacts → Customers → Export and download the CSV. Include the tax-ID column so VAT and withholding-tax fields land on every FirmWorks invoice automatically.

   A few seconds.

2. 02

   Export your documents

   Quotations, invoices, receipts, and credit notes — open each list in FlowAccount and click Export. Keep the date range as wide as you need (most teams pick 12-24 months).

   ~1 minute per document type.

3. 03

   Sign up at FirmWorks

   Create your account at firmworks.com/sign-up. The 30-second onboarding wizard captures your company name, industry, and tax ID — VAT/WHT defaults flow from there.

   Pro trial unlocked, no card needed.

4. 04

   Email us the CSVs

   Send the files to onboarding@firmworks.com from the same email you used to sign up. We map the columns, import the rows, and reply with a confirmation when the data lands in your workspace — usually within 1 business day.

   No custom scripts, no consultants.

What carries over

• Customer records— name, tax ID, email, phone, billing address. Tax IDs print on every FirmWorks document automatically.
• Documents— quotations, invoices, receipts, credit notes, with line items and per-line VAT (7%) + withholding-tax handling. Document numbering picks up from where FlowAccount left off so historical references don’t collide.
• Recurring scheduleson request — tell us which invoices auto-issue and at what cadence; we mirror them in the FirmWorks recurring-invoice scheduler.
• Item / product catalogue with default unit prices and tax treatment.

What doesn’t carry over

• Bank-reconciliation history.FirmWorks doesn’t do live bank-feed reconciliation today; if that’s a daily workflow, talk to us first — it’s on the roadmap but not shipped.
• Payroll runs. FlowAccount Payroll is its own product; FirmWorks HR ships employee records + leave + onboarding but not Thai payroll calculation. We integrate with PEO providers on request.
• Internal notes attached to documents don’t survive the CSV export — export those separately if they matter, and we’ll attach them to the imported documents in FirmWorks.