Services
Migration services, standard and custom.
Whether you're leaving QuickBooks Desktop or a larger enterprise system like Great Plains or D365, I can move your accounting data with full history into QuickBooks Online. All migrations verified and optional working paper provided for your accountant.
STANDARD MIGRATIONS
The two most common moves
A common path with a clear scope, for businesses leaving desktop accounting software.
QuickBooks Desktop → QuickBooks Online
Sage 50 → QuickBooks Online
CUSTOM MIGRATIONS
Planned around your data
Larger or less common systems need their own plan: how accounts map, how much history moves, and how it's proven.
Microsoft Great Plains
Sage 300
Sage Intacct
Microsoft Dynamics 365
Industry-specific software
What comes across
More than just opening balances.
How much history moves is depends on your needs.
✓ Chart of accounts
✓ Customers and vendors
✓ Open invoices and bills
✓ Transaction history
✓ Opening balances
✓ Optional working paper for your accountant
How it works
A migration with no surprises.
STAGE 1
Assess
We review your current system, your data and what you need from the new one.
STAGE 2
Map
Together we design the chart of accounts, lists and any other relevant details.
STAGE 3
Migrate and test
Data is loaded, then checked against your original reports before anything goes live.
STAGE 4
Verify and hand over
You get a reconciled file and a clear summary of what moved and how.
Questions
Before you ask.
How much does a migration cost?
It depends on the system you're leaving, how much history you want to bring and how clean the data is. Standard migrations can be as little at $399, while custom migrations begin at $1,500
Can you migrate software that isn't listed?
Usually, yes. If your system can export its data to CSV or Excel, I can usually map it and load it into QuickBooks Online. Tell me what you're using and I'll confirm.
How much history will I keep?
You decide. We agree the cut-off during mapping, based on your reporting, tax and audit needs.
Will you work with my accountant?
Yes. I can share the account mapping and the balance verification report so your accountant can review before you go live.
Planning a move to QuickBooks Online?
Send me the details of your current system and I'll come back with a clear scope and quote.
Start your inquiry