Whether you're switching from spreadsheets or migrating from another accounting system, transferring financial data into QuickBooks requires careful planning and precision. Our data migration service ensures your historical records, transactions, accounts, and balances move into QuickBooks accurately and securely. We make the transition smooth, so you can continue your financial operations without interruption.
Disclaimer
QBP Advisors is an independent accounting firm. We are not affiliated with or endorsed by Intuit Inc., the maker of QuickBooks®. QuickBooks and Intuit are registered trademarks of Intuit Inc.
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01. System Evaluation & Data Review We analyze your current accounting system, data structure, and historical records to understand what needs to be migrated. |
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02. Migration Planning & Mapping We map your existing accounts, categories, and workflows to the appropriate QuickBooks fields to ensure a structured migration. |
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03. Data Extraction & Cleanup Your financial data is extracted safely, cleaned if required, and prepared for a smooth import into QuickBooks. |
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04. Secure Data Import into QuickBooks We import all relevant financial data — including customers, vendors, accounts, transactions, opening balances, and historical records. |
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05. Post-Migration Review & Balancing Once data is imported, we reconcile and verify balances to ensure everything matches your original system. |
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06. Final Testing & Migration Confirmation We test reports, transactions, and workflows in QuickBooks to confirm everything works perfectly before handing it over. |
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Migration from spreadsheets, accounting tools, or legacy systems)
02.
Chart of accounts mapping and setup
03.
Import of customers, vendors, and product/service lists
04.
Opening balance and historical data migration
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Transfer of expenses, income, invoices, and payments
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Bank, credit card, and loan data import
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Cleanup and preparation of existing records)
08.
Reconciliation of migrated balances
Our accounting services are tailored around QuickBooks Online and Desktop platforms to fit your business needs and growth stage.
1 (888) 849-2341
Every business is unique - so are its bookkeeping needs. We serve clients across a range of industries, including:
Step 1
Initial consultation to understand your current system
Step 2
Data assessment to determine what needs to be migrated)
Step 3
Migration plan tailored to your business and software
Step 4
Secure extraction and transfer of financial data
Step 5
Import and verification inside QuickBooks
Step 6
Testing of reports and balances for accuracy
Step 7
Final review and confirmation
Step 8
Clear pricing based on data volume and system complexity