Work with Certified QuickBooks ProAdvisors to migrate financial data accurately and securely. We move balances, transactions, customers, vendors, and history while preserving reports and ensuring your new QuickBooks file starts clean.
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No broken balances, no missing history.
QuickBooks migration protects your financial history. We transfer data carefully, validate balances, and confirm reports — so your new QuickBooks file is accurate from day one.
Successful QuickBooks migrations
Businesses migrated safely
migration accuracy rate
QuickBooks ProAdvisors
Get a review of your current accounting system to confirm what data should move, what should be cleaned, and the safest migration path into QuickBooks.
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Move the right data into a modern QuickBooks Online file with a controlled, accountant-designed process.
We handle migrations for many different starting points, not just Desktop to Online.
A guided migration in clear phases to prevent data loss and broken reporting.
We review your current file, tools, history and reporting needs.
We define what to migrate, what to leave, and how to structure your new QBO file.
We move your data into QBO and configure chart of accounts, settings and workflows.
We reconcile key balances, validate reports and support your switch-over to QBO.
DIY conversions often break more than they fix. We avoid the common traps.
Your new QBO file becomes a clean starting point, not another problem to fix.
From small businesses to growing multi-location operations, we migrate files based on business realities, not just software outputs.
Your financial data is handled securely during every step of the migration.
Moving from Desktop to Online is not just an export button — it requires accounting decisions.
Not on QuickBooks yet? We help you migrate from other software into QBO.
We also align your POS or e-commerce tools when we move you into QBO.
Most older systems have issues that should be addressed before or during migration.
A properly migrated QBO file makes your numbers easier to use, not harder.
Every migration is scoped before we begin so you know the timelines and investment up front.
Clients who moved to QBO with our guidance see better visibility and fewer accounting headaches.
“Moving from Desktop to Online was finally painless. Reports match and the team can log in from anywhere.”
“Our old system was a mess. Migration plus cleanup gave us a fresh start in QuickBooks Online.”
Helpful guides and checklists for planning your move to QBO.
Key steps to prepare for Desktop migration.
Decide how much history to bring and how to structure your file.
Plan your app connections for the new QBO file.
Key questions owners ask before migrating into QuickBooks Online.
No. We help decide how much history to bring versus summarizing older years.
Our process includes validation of key reports so they align between old and new systems.
Yes — migration plus cleanup is often the best approach.
Simple files may complete in days, more complex files follow a planned schedule.
In many cases, yes. We plan around your operations to minimize disruption.
Every QuickBooks migration engagement is protected by our Certified QuickBooks ProAdvisor Migration Guarantee. Your data is migrated accurately, completely, and reconciled before go-live.
Protection for opening balances, historical transactions, customer and vendor data, payroll totals, and reporting continuity throughout the migration.
If migrated data does not reconcile to source records, we identify and correct discrepancies at no additional cost.
Migration is delivered as a one-time transition project — ongoing bookkeeping is optional after completion.
Migration is complete only when balances reconcile, reports match expectations, and workflows operate correctly.
Migrations are handled by Certified QuickBooks ProAdvisors experienced with platform changes and complex data sets.
Certified QuickBooks ProAdvisors
Intuit ProAdvisor – Gold Tier
100% U.S.-Based Support
Secure Financial Data Handling
Switching systems shouldn’t put your numbers at risk. Work with Certified QuickBooks ProAdvisors for a safe, verified QuickBooks migration.
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