QuickBooks Desktop to Online Migration

Migrations go wrong in predictable ways: history truncated, balances that do not carry, and reconciliations that have to be redone from scratch on the other side.

Cutover planned first

What moves, what does not, and as of when — agreed before anything happens.

Balances verified after

New-file balances reconciled to pre-migration statements before you rely on it.

History preserved

As much prior activity as the platforms allow, mapped to the new chart.

Reconciliations re-established

Feeds, rules, and reconciliation state rebuilt on the far side.

What we handle

Plan the cutover date and what history moves
Map the existing chart of accounts into the new file
Migrate transactions, balances, and lists
Verify that post-migration balances tie to pre-migration statements
Re-establish bank feeds, rules, and reconciliations

Problems this fixes

Migrations that dropped history or arrived with balances that do not tie
Duplicate transactions created during a botched import
Reconciliations lost in the move

What you end up with

A verified migration — the new file ties to the old one before you rely on it.

We keep the books. You run the business.

Categorization, reconciliation, month-end close, and clean financial statements — with nothing left for you to chase.

Book a Free Consultation

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How It Works

Free review

We look at where your books actually stand — no obligation, no charge.

Scope and quote

You get a fixed price or a package recommendation before any work starts.

We do the work

Inside your accounting file, so you can see everything as it happens.

Ongoing close

Books stay current month to month, ready for your CPA at tax time.