Leaving Modisoft
Modisoft is both the register and the back office, so leaving it means replacing more than one system. This page explains what to save before access ends, how to pick a clean cutover date, and how to close out Modisoft so no day is lost or counted twice in your books. We do not sell any replacement.
Works with your POS, back-office & accounting stack
Read your agreement for the notice period and data terms, export and save every report you may need, pick a clean cutover date, reconcile and lock the last Modisoft period, and set opening balances in the new system from real numbers. Because Modisoft runs the register too, also plan the card processing and equipment change.
By the FuelCFO team. Where this page describes a vendor's product, the details come from the vendor's own public descriptions and can change, so confirm them with the vendor. Figures in diagrams are illustrative.
Owners move off Modisoft for many reasons: cost, a change of fuel brand, a new owner or a different register. Whatever the reason, the books carry the result. Modisoft describes itself as a cloud POS and back office, so what you can export, and for how long after cancelling, depends on your plan and agreement. We work from the reports Modisoft already produces, your statements and your QuickBooks Online file. We are not part of Modisoft, we do not set up or change anything in it, and what your own plan includes is something to confirm with Modisoft.
Look for the term, the notice period and what happens to your data after you leave. Do this before telling anyone you are going. A missed notice date can keep charges running for months.
What can I export, in what format, and for how long after cancelling can I still get it? A written answer is worth far more than a phone call, especially for a cloud system where access can end on a set date.
Daily reports, fuel inventory history, lottery history and the last lottery balance, item, vendor and price lists, deposit history, scan data and rebate statements, and the user list. Save them in one folder named by year, because your accountant, lender and tax preparer may ask for them later.
Modisoft often runs the register and may be tied to your card processing, loyalty or scan data programs. Ask what else changes on cutover day: the processor, the terminals, any loyalty or rebate reporting. Each one affects deposits or income in the books.
The start of a month is easiest, because the last Modisoft report and the first report from the new system line up with a book period. Whatever date you choose, write down the exact time, so the switch day is split cleanly and posted once.
To see what to save, go to the keep list. To see how a cutover goes wrong, go to where it goes wrong. For the options on the other side, read Modisoft competitors and alternatives. If you want a team to run the books through it, what we do explains how.
We list what to export before access ends.
We record the time the old system stopped and the new one started.
The last period is reconciled and locked.
Fuel, lottery and vendor balances come from real numbers.
We reconcile it against the bank before you relax.
Choose the last day on Modisoft and the first day on the new system.
A month boundary is easiest. Write down the exact switch time.
Tell your processor and suppliers the date.
Everything on the keep list goes into one archive.
Do this before access ends, since old reports are hard to recover later.
Keep a copy somewhere that is not the old system.
The last period is reconciled and locked.
Open card batches are watched until the old processor finishes paying out.
Any unexplained item is listed for you.
Opening balances come from the final Modisoft numbers.
Fuel, lottery and vendor balances are carried across, not guessed.
New report lines are mapped to QuickBooks accounts.
We reconcile it against the bank before you relax.
The first month is where hidden mapping problems show.
You get the books and a note on what changed.
Report names and export options vary by plan. Ask Modisoft what yours are called and what can be exported.
Data is not exported before access ends.
Neither or both systems report the cutover day.
Fuel on hand in the new system is a guess.
The liability starts again from zero.
Scan data payments arrive later and nobody knows what they are.
A notice date was missed and billing continues.
You want to leave without losing history or a day.
You want every settlement stream traced.
You want to save what the seller left.
Not sure what Modisoft can export? Ask them in writing and send us the answer.
Book a 30-minute call. We then take about 48 hours to review the records you have and send you what we found, at no charge.
If you go ahead, we agree what we own, what you send and the dates for each step.
The first close is the slowest. After that, the same rhythm repeats.
Opening fuel set from the final Modisoft inventory.
5 services →Item, vendor and lottery balances carried across cleanly.
9 services →Tax categories mapped for the new system.
4 services →A change of system handled across several stores.
3 services →FAQ
More guides on the same system, or send us a day or a month for a free review.
Monthly bookkeeping for stores that run Modisoft: daily reconciliation, month-end close and Modisoft totals posted into QuickBooks Online.
Read more →What the Modisoft back office does, which reports to pull each month, and how its totals reach QuickBooks Online.
Read more →What to export, how to pick a cutover date and how to close out cleanly.
Read more →Send us a day or a month and we'll show you where the three systems disagree.
Get started →See all Modisoft guides →| Every gas station software guide →
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