Transitioning to QuickBooks or upgrading your existing setup? We offer comprehensive QuickBooks Setup & Migration services to help you move your accounting system seamlessly and accurately.

✅ Our Services Include:

1. QuickBooks Setup

• Initial setup and configuration (Online or Desktop)

• Chart of accounts customization

• Tax settings and user roles

• Invoice and payment template setup

• Bank feeds and app integrations

2. Data Migration

• Secure migration from Excel, Xero, FreshBooks, or other platforms

• Transfer of customers, vendors, transactions, inventory, and payroll data

• Historical data preservation

• Clean-up of duplicate or outdated records

3. Post-Migration Review

• Accuracy checks and reconciliation

• Customized reports to verify data integrity

• Adjustments and troubleshooting

4. Training & Support

• Hands-on training for your team

• Ongoing support for any post-migration questions

• Guidance on best practices and workflows

📋 What We Will Need

To ensure a smooth setup or migration, please have the following ready:

• Access to your current accounting software or spreadsheets

• Your QuickBooks login or account details (if already created)

• Company details: business name, address, fiscal year start

• Bank statements (PDF or CSV) for reconciliation

• List of vendors, customers, and employees

• Any custom templates you’d like replicated (e.g., invoices)

• Your preferred chart of accounts (if applicable)

• Details of any third-party integrations in use (e.g., PayPal, Shopify)