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Move to QuickBooks Online without losing your history.
Intuit is winding down Desktop. We plan the move, migrate your file, verify the balances against the original, and hand your team a clean QBO file they know how to use.
Why now
Desktop is going away. Your books are not optional.
Every year on Desktop from here gets harder: fewer updates, fewer supported add-ons, and a bigger file to move later. A rushed migration loses history, breaks payroll, and strands the apps your business runs on. A planned one is quiet and boring, which is the point.
What you get
A migration that is planned, verified, and done once
Four things every move includes, whatever the size of your file.
A migration plan matched to your file size, apps, and payroll setup
We start with what your business actually did last year, line by line, not a generic template with your name on it.
Your transaction history moved, not a start-from-zero file
When reality changes, the forecast changes with it. A slow quarter or a big new contract updates the picture instead of breaking it.
Balances verified against your Desktop reports before we call it done
We walk the variances with you every month, so drift gets caught while you can still do something about it.
Training on the QBO workflows that replace your old ones
Run the hire, the equipment purchase, or the new line before you commit, and see what it does to cash.
And a team on the other side that knows exactly how the new file works.
Most migration horror stories are preparation stories
The moves that go wrong are the ones started on a Friday with no plan for payroll, inventory, or the app stack. We scope all of that first, so cutover day is a checklist, not a gamble. You keep working in Desktop until the new file is verified.
Already on QuickBooks Online but the file is a mess?
A migration will not fix books that were wrong before the move. If your QBO file needs work, start with the $399 QuickBooks Health Check. It grades your file, gives you a prioritized fix-it list, and the $399 credits toward any engagement started within 90 days.
How it works
Three steps, one clean cutover
A free 30-minute scoping call
We look at your file size, payroll, inventory, and connected apps, and give you a plan and a fixed quote.
We migrate and verify
Your data moves, and we reconcile the new QBO balances against your Desktop reports line by line before anyone switches over.
Cutover and training
Your team starts working in QBO with the workflows mapped from your old ones, and we stay available while everyone settles in.
Questions
QuickBooks migration questions, answered straight
Most small business files complete in one to two weeks from the scoping call, depending on file size and how many connected apps need to move. You keep working in Desktop the whole time; the switch happens only after verification.
Yes. We migrate your historical transactions, lists, and balances rather than starting a new file from scratch, and we verify the result against your Desktop reports before cutover.
Payroll and app connections are the most common failure points, so they are scoped first. We map each one to its QBO equivalent and sequence the move so nothing critical goes dark.
No. Your Desktop file stays intact as a permanent archive. Nothing is deleted, and you can refer back to it any time.
It depends on file size, history, and apps, so we quote it after the free scoping call. The quote is fixed, not hourly, and there is no charge for the scoping call itself.
Most clients have us run a QuickBooks Health Check on the new file, then set a monthly bookkeeping rhythm so the clean file stays clean. Both are optional, and the $399 Health Check credits toward any engagement within 90 days.
Schedule a free consultation
Tell us a bit about your business and what you're planning. We reply within one business day, and the first call is 30 minutes with no obligation.
We read every message personally. No bots, no ticket queues.