Chart of accounts
Mapped, merged and typed correctly.
The 4-Step Safe Data Migration Process
1
Pre-Migration Audit & Diagnostic
We profile your current file: list counts, transaction volume, junk data and app dependencies — every risk flagged before anything moves.
2
Custom Chart of Accounts Mapping
Your existing accounts are mapped to a clean QuickBooks chart of accounts — nothing lands in “uncategorized”.
3
Historical Data Extract & Cloud Ingestion
Customers, vendors, items and full transaction history are extracted, cleaned and ingested into your QuickBooks file.
4
Reconciled Verification & Team Go-Live
Every balance-sheet account reconciles to the penny, validation reports are signed off, and your team goes live with support on call.
What migrates
Customers & vendors
Deduped with open balances intact.
Historical transactions
Per your cutoff plan — full history or summaries.
Items & inventory
With quantities and values reconciled.
Open transactions
Invoices, bills and payments that still matter.
Validation reports
Before-and-after reconciliation you can audit.
How we keep it safe
Every migration gets a written plan, a frozen source backup, milestone validations and a defined rollback point. You sign off on reconciliation before anything goes live.
Frequently Asked Questions
Can you migrate from software other than QuickBooks?
Yes — we migrate from spreadsheets, Desktop products and most common small-business accounting platforms via standard export/import routes.