Additional Information About Migrating QuickBooks® to QuickBooks®

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.