WHAT DOES A TYPICAL DATA MIGRATION LOOK LIKE - QUICKBOOKS® TO QUICKBOOKS®
While there are many options that will be discussed during our planning session your new file will be user ready when it is delivered.
Typically, a QuickBooks® to QuickBooks® migration includes the selection of the start date, usually as of the most recent fiscal year end. This migration can be from QuickBooks® desktop to desktop or to QuickBooks® Online if the desktop file needs to be reduced. The data that is migrated includes, but is not limited to:
- Lists: All Lists, chart of accounts, customers, vendors, items, employees.
- Sub Lists: terms, payment methods, sales reps, customer and vendor types.
- Trial Balance(s) as of the start date
- Open Invoices as of the start date
- Unpaid Bills as of the start date
- Uncleared Bank Transactions
- Open portion of:
- Estimates
- Sales Orders
- Purchase Orders
- For the period after the start date, we can migrate all activity to mirror your existing file.
This is an example of what a migration can look like. During your planning session we will discuss your specific goals and objectives.
(*) For QuickBooks® Online to Desktop and QuickBooks® Desktop to QuickBooks® Online where the file does not have to be reduced, see our Conversion Page.
