QuickBooks setup and migration, done once, properly.
A new QuickBooks file, or a move between platforms. Either way the structure is the point, moving a broken chart of accounts to new software gives you the same problems, faster.
Work with us
Build the chart of accounts for your business
Not the default. Structured so the reports you actually need (margin by line, by location, by job) come out without rework.
Bring the history across
Migration that leaves history behind costs you comparability. Balances and detail come over and get reconciled against the old system before the old system is retired.
Connect what feeds it
Payroll, bill pay, expense capture, time tracking, and point-of-sale wired in so data stops being re-keyed. That is where most reconciliation problems start.
Desktop to Online, honestly assessed
QuickBooks Desktop to Online is the common move and it is not always right. Multi-entity operations and some inventory-heavy businesses are better served staying on Desktop or Enterprise. We will tell you which you are.
Questions we get asked
Should we move from Desktop to Online?
Sometimes. Online wins on access and integrations; Desktop and Enterprise still win on multi-entity consolidation and some inventory work. It depends on your situation, not on the calendar.
Will we lose our history?
Not if the migration is done properly. History comes across and is reconciled against the old file before anything is retired.
Can you migrate from other systems?
Yes, including legacy platforms such as Microsoft Dynamics GP. Those migrations are covered under Systems & Automation.
How long does a migration take?
Weeks. The reconciliation against the old system is what takes the time, and skipping it is what causes problems later.
Where to next
Want the books off your plate?
Book a short call, and we'll give you an expert view of your situation.
Free Consult →Not sure which one you need?
The decision guide starts from the symptom and ends at the role, with the revenue band each one usually sits behind. Work through it.