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Accounting Software Migration

Moved between platforms with history preserved and the old system reconciled before it is switched off.

Book a free consultation

What this covers

The step people skip in a migration is reconciling the new file back to the old one before going live. That step is why migrations go wrong.

  • QuickBooks Desktop to QuickBooks Online
  • QuickBooks to Xero and Xero to QuickBooks
  • Spreadsheets and legacy systems to cloud accounting
  • Historical transactions brought across
  • New file reconciled to the old before cutover
  • Parallel running where the risk warrants it
  • Staff training on the new platform

How it works

  1. A free consultation. Twenty minutes on how the business runs, what software you are in, and what shape the records are in today.
  2. A written scope and a price. Based on your actual transaction volume and account count — not a tier.
  3. Access and setup. Read access to the accounts and software involved, and a chart of accounts that matches how you operate.
  4. A fixed rhythm. You know what lands, and when.

Common questions about accounting software migration

Will I lose my history?

No. A migration done properly brings history across and reconciles to the old system before the old one is retired.

How long does it take?

Typically two to four weeks depending on file size and how clean the source data is.

Ready to sort out accounting software migration?

Book the free consultation and you will leave the call knowing the scope, the price and the timeline.

Mo answers his own phone. Same-day reply, every time.