Wanna Try QuickBooks®?

Check It Out

This section doesn’t currently include any content. Add content to this section using the sidebar.

Image caption appears here

Add your deal, information or promotional text

Additional Information About Migrating 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.

Still have Questions?

Drop us a line and we will reach out to discuss your goals