Setup & Migration Services

Transition to QuickBooks Online with Ease

 

Thinking of moving to QuickBooks Online, but not sure where to start?

Then you’re in the right place.  We’re experts in migrating your information over from QuickBooks Desktop or Sage products like Sage Business Cloud Accounting.

Whether you’re just ready to move to the cloud for improved features and accessibility, or your current software is sunsetting – we can help make the transition smooth.

switching to quickbooks online

Why migrate to QuickBooks Online?

 

Unfortunately, QuickBooks Desktop is on it’s way out.  They are no longer selling subscriptions to new users.  Current users can still renew their subscriptions, but all of the new innovations and upgrades are being focused on QuickBooks Online.

Sage Business Cloud Accounting is also sunsetting and users are being forced to choose a different option.

We know we’re biased, but we think QuickBooks Online is the right solution, here’s why:

        • Accessibility & Flexibility: Access your financial data from anywhere, anytime, and on any device
        • Automatic Updates: Benefit from the latest features and security updates without manual upgrades
        • Enhanced Collaboration: Easily collaborate with your team and advisors in real-time.
        • Integration Capabilities: Connect with other essential business tools and apps seamlessly.

Our QuickBooks Online

Setup & Migration Services

New Business Setup

  • Subscription Consultation & Setup
  • Chart of Accounts Setup
  • Bank & Credit Card Syncing

QB Desktop Migration

  • Subscription Consultation & Setup
  • Full Data Migration
  • Chart of Accounts Review & Optimization
  • Post-Migration Review
  • Bank & Credit Card Syncing

Sage Migration - Basic

  • QBO Subscription Consultation & Setup
  • Bank & Credit Card Syncing
  • Limited Data Migration
    • Chart of Accounts
    • Customers & Vendors
    • Prior Year Account Balances
    • Transaction Backup to Excel

Sage Migration - Premium

  • QBO Subscription Consultation & Setup
  • Bank & Credit Card Syncing
  • Post-Migration Review
  • Full Data Migration
    • Chart of Accounts
    • Customers & Vendors
    • Up to 2 years of transaction entry

Want to check out our ongoing bookkeeping packages?

 

essential package

Essential Package

Get the fundamental bookkeeping services necessary to stay organized and compliant and make informed financial decisions.
growth package bookkeeping services

Growth Package

Are you ready to take your business to new heights? Our deep-dive strategy sessions and additional reporting tools will support your success.
premium package outsourced accounting

Premium Package

If you want CFO-level service without hiring an in-house CFO, we’ve got your back! We’ll be your fully outsourced, hands-on accounting team.

Let’s elevate your accounting experience

 

Ready to get started?