QuickBooks Migration

Before completing the form, please ensure you’ve spoken with one of our sales representatives.

Option 1 – Migration to QuickBooks Online

We migrate your data from systems such as Sage 50, TasBooks, Xero, and QuickBooks Desktop into QuickBooks Online. This includes transferring key financial data such as customers, suppliers, chart of accounts, opening balances, and transaction history, ensuring a smooth transition to a fully cloud-based system.

Option 2 – Rebuild of Data

We manually rebuild your accounts data into a new system from any platform, giving you the opportunity to clean and restructure your records. This is ideal for year-end setups, slow systems, or data issues, and includes setup of your chart of accounts, customer and supplier data, opening balances, and class tracking.

Pre-Migration Checklist

To ensure the smoothest possible transition when converting your files to QuickBooks Online we recommend completing the following preliminary checks.

For best results, make sure your data is as clean and up to date as possible.

  • Ensure all bank accounts are fully reconciled and up to date.
  • Confirm all VAT periods are reconciled and correctly finalised.
  • Run and archive key reports on an accruals basis for all dates, including:
    • Trial Balance
    • Customer Balance Summary
    • Supplier Balance Summary

Completing these steps will help ensure an accurate and efficient migration process into QuickBooks Online.

Important Information

Our team ensures all migrations and rebuilds are handled accurately by experienced professionals, maintaining the integrity of your financial data and aligning reports on an accrual basis. As a certified QuickBooks partner and ProAdvisor in Ireland, we provide full support including consultation, data migration, and training.