Move to Quickbooks Online
Accountancy Software are experts in moving your data from various accounting packages such as QuickBooks Desktop, Sage or Xero to QuickBooks Online.
Accountancy Software specialise in moving core financial information.
There are two migration options to choose from when switching from your previous accounts package. Clients can choose to migrate current data or alternatively rebuild a new dataset.
Accountancy Software have worked with hundreds of SME to make the transition to QuickBooks Online as smooth and easy as possible. This means we do the hard work, so you don’t have to!
Migration of Data
Rebuild of Data
Option One - Migration of Data
Moving from your current dataset moves all top-line data, sales, customers, suppliers, period transactions, bank, reconciliations etc. to QuickBooks Online. This can include historical data. This migration option is only compatible with the packages listed below. Provided the below requirements are met this moving data to QuickBooks Online can be actioned at any point during the financial year.
Sage 50 to QuickBooks Online
TasBooks to QuickBooks Online
Xero to QuickBooks Online
QuickBooks Desktop or QuickBooks Online
Data which can be moved
Option Two - Rebuild of Data
A rebuild of a new dataset is a manual process that requires us to import data from datasets. This option can be actioned with ANY accounts package. This gives clients the opportunity to cleanse the data within your file, removing any old or unused customers and suppliers.
We recommend this option is done at the end of the client’s financial year. This way we can take the closing trial balance and use this as the opening balance for the new financial package.
A rebuild of a new dataset is recommended in the following scenarios
- If migration is unavailable within option one
- Slow performance when using your accounts package
- Data corruption or issues within your accounts package
What is included?
Set up your chart of accounts (COA) which replicates your accountant’s set-up.
Import all your customer & supplier details from your old accounts software including name, address, phone and email to their opening balance.
Set up class tracking so that we can produce a profit & loss by class or department.
Quotes are based on a review of the data provided in your previous package.
Contact us for a quotation today.
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