Migration Process
Analysis
Analysis of business processes and functions to recommend a suitable QuickBooks package.
Account Set Up
Onboard to QuickBooks with a ProAdvisor.
Migration
Option to migrate your current data to QuickBooks Online.
Training
Choose a QuickBooks training package to suit you.
Option 1 - Migrate from
Sage 50 to QuickBooks Online
We manually rebuild your Sage data into QuickBooks Online, importing key financial information including your chart of accounts, customer and supplier records, and opening balances. This ensures a clean, structured system with improved accuracy and reporting.
TasBooks to QuickBooks Online
We complete a full rebuild of your TasBooks data into QuickBooks Online, allowing for clean, accurate migration of your chart of accounts, customers, suppliers, and opening balances. This process is best carried out at year-end to ensure a smooth transition and improved system performance.
Xero to QuickBooks Online
We migrate data from systems such as Xero, ClearBooks, and FreshBooks into QuickBooks Online using a full dataset rebuild. This allows for data cleansing, removal of outdated records, and a fresh, optimised setup tailored to your business needs.
QuickBooks Desktop or QuickBooks Online
We migrate your data from QuickBooks Desktop into QuickBooks Online, ensuring all key financial data including customers, suppliers, chart of accounts, and opening balances are accurately transferred. This gives you a smoother, cloud-based system with improved accessibility, performance, and reporting.
Data that we move
- Chart of Accounts (we do custom mapping as well)
- Customer Details
- Supplier Details
- Opening Account Balances
- Aged Receivables
- Bank Transactions (Includes Invoice payments, Bill payments, and other Bank Transactions) (All Bank Transactions reconciled as it was done in QuickBooks Desktop)
- Credit Card (converted as QuickBooks Online Bank Accounts)
- Invoices and Credit Notes Detailed (We are only able to export Descriptions for those invoices which contain item/products)
- Bills (We are only able to export Descriptions for those invoices which contain item/products)
- All Manual Journals
- Inactive Contacts/Accounts can be brought over on special request
- The entire conversion and matching of Reports are done on ACCRUAL Basis.
- We make our best attempt to give you the exact image of your QuickBooks Desktop data, however, due to the limitations of few fields which are different in QuickBooks Desktop and QuickBooks Online, we might have to use some workarounds to bring the transactions
Option 2 - Rebuild of Data
A rebuild of a new dataset is a manual migration process that can be carried out from any accounts package. It involves importing your financial data into a new system, giving you the opportunity to cleanse records by removing outdated or unused customers and suppliers.
We recommend completing this at the end of your financial year, using your closing trial balance as the opening balance for the new system. This option is ideal when migration isn’t available, your system is running slowly, or there are data issues or corruption.
What’s included:
We set up your chart of accounts (COA) to match your accountant’s structure, import all customer and supplier details including contact information and opening balances, and configure class tracking to enable profit and loss reporting by department or segment. Quotes are based on a review of your existing data. Contact us today for a quotation.
Accreditations
Accountancy Software is a certified QuickBooks partner and ProAdvisor based in Ireland. The Accountancy Software team comprises highly skilled professionals, from accountants, and bookkeepers to IT engineers. We offer a complete service to QuickBooks users in Ireland including consultation, data migration and training.
