With QuickBooks Desktop support ending, now is the perfect time to migrate to QuickBooks Online. This transition can significantly enhance your business's flexibility and accessibility. However, a successful migration often requires a thorough cleanup of your existing data.

Migration Preparation and Cleanup

Before we migrate your data from QuickBooks Desktop to Online, we perform a comprehensive cleanup to ensure accuracy and completeness. This includes:

• Reconciling Accounts: We review and reconcile your accounts, correcting any previous errors to ensure your records are accurate.
• Structural Adjustments: We fix any structural issues in your QuickBooks file to avoid repeating common problems and ensure a smooth migration.
• Transaction Review: We discuss any unknown or unclear transactions with you to ensure proper accounting and classification.
• Generating Clean Reports: Our goal is to ensure that a clean and accurate Profit & Loss statement can be generated post-migration.

Maintaining accurate and well-organized financial records is crucial for any business. Our QuickBooks cleanup services are designed to tidy up your existing QuickBooks files, ensuring they are accurate and up-to-date.

Our Cleanup Services Include:

• Account Reconciliation: We meticulously reconcile your accounts, correcting any past mistakes and ensuring your records are accurate.
• Structural Fixes: We address and resolve common QuickBooks structural issues, setting up your system to avoid future problems.
• Transaction Classification: We work with you to properly account for and classify any unknown transactions, ensuring your financial records are complete and accurate.
• Clean P&L Generation: We ensure that you can generate clean and accurate Profit & Loss statements, giving you a clear view of your financial performance.

Setting up QuickBooks for the first time? Our team provides comprehensive setup services to get your business off to a great start with QuickBooks.

Our Setup Services Include:

• Importing Records: We import your existing digital or paper records into QuickBooks, ensuring all your historical data is accurately captured.
• Structural Setup: We establish the proper structure within QuickBooks, including setting up accounts, invoicing, payroll, and any other services you need.
• Account Reconciliation: We reconcile all accounts to the current date, ensuring your starting point in QuickBooks is accurate.
• Extension Integration: If your business requires specific extensions or workflows, we integrate these into QuickBooks, ensuring smooth interactions with other systems where necessary.