QuickBooks Data Migration

Yes. While we primarily migrate from Sage, Xero, and QuickBooks Desktop, we also support other popular accounting platforms. Get in touch with us to discuss your setup.
If the data is accessible and reliable, we can migrate it. If it can be achieved, we’ll make it happen.

We do not conver the following: Budgets, inventory tracking, classes/departments, purchase orders, sales estimates, fixed assets, expense claims, memorised transactions, payment terms, custom VAT rates, invoice templates, timesheets, repeating invoices post-migration, void/deleted transactions, invoice-credit allocations, zero-value lines, sales reps, customer jobs, attachments, and unreconciled entries.

Budgets aren’t migrated from your old system, but that’s rarely a problem. QuickBooks has built-in budgeting by category or by customer, and budgets can be imported straight from Excel.

Stock tracking isn’t migrated as standard. If you manage stock in a separate app, stock levels can stay there. We set your products up in QuickBooks so you can see cost prices and margins, and stock is updated with a simple entry at period end, so you won’t be doing the same job twice.

All data remains within the EU, backed up securely across multiple locations with enterprise-grade encryption.

We thoroughly verify data post-migration to ensure accuracy. However, final accuracy depends on the quality of the source data provided.

We migrate core data, including customer/supplier information, invoices, bills, transactions, a chart of accounts, and opening balances.

Your customers, suppliers, outstanding balances, invoices, bills, transactions and chart of accounts all come across, and we check the balances against your old system before you go live. Some items don’t transfer as standard, such as bank rules, past bank reconciliations, attachments, purchase orders and stock tracking. We’ll tell you exactly what applies to your system at the review stage.

Depending on data complexity and volume, migrations typically take 3 – 4 weeks.

Yes, we include comprehensive QuickBooks training post-migration to ensure your team fully utilises your new system.