We’ll take it from here.
With our deep product and accounting knowledge we ensure a smooth transition when upgrading or switching software applications, giving you peace of mind that all existing data is intact and accounts are accurate. Our team provides seamless data migrations to comprehensively move your data to QuickBooks® so you don’t miss a beat.
When your company changes significantly, it means that your software must adapt accordingly. Whether you need to scale back, or expand, we’re here for you. Our team has mastered migrating financial data to and from QuickBooks®, giving clients a pleasant transition rather than a painful one.
Our QuickBooks® expertise and accounting knowledge makes it possible for us to save you time and effort throughout your data migration. We make certain that your lists and accounts have been imported accurately, that your data integrity is intact, and that your chart of accounts is set up properly in your new QuickBooks® file.
When A QuickBooks® Data Migration Makes Sense
If you have an existing QuickBooks® company file, and need a new file with at least a portion of your existing data, a migration is necessary in order to move the essential data from your existing file to the new one.
Many different types of situations call for a data migration. The simplest scenario is when your file is quickly growing, and in turn – affecting performance and usability. In this situation, the migration typically involves only the most recent data in the existing file.
Additional Example Scenarios
- If your existing file is too large to convert to QuickBooks Online, it may be necessary to create a simpler desktop file from your existing file to do the conversion with.
- If your current QuickBooks® file has data issues which are not simple to repair, migrating all or the more recent data to a new file may be necessary to provide a solid foundation to work with.
- If you are using QuickBooks Enterprise and find it is more than your company needs, a migration would also be needed to move existing data to a new Pro or Premier file, as data conversion processes are not available to move to the simpler versions from the more complex Enterprise version.
- If you are using a different financial software and want to move your existing data to QuickBooks®. This typically involves exporting data from your current software to Microsoft Excel, which we format as QuickBooks® expects and then import into QuickBooks®.
Our team has extensive experience exporting data from an existing QuickBooks® file, preparing it, and importing back into a new QuickBooks® file.
We’re here to help you identify whether or not you need a migration, and to discuss options for making a new file for you.
Reach out today for an evaluation.