Bookkeeping project
Accounting software migration
Switching software goes wrong when history and balances are moved carelessly. We plan the move, carry over what matters, and prove the new file matches the old.
For businesses leaving QuickBooks Desktop, spreadsheets or an older program.
What you get
- A plan for what moves, what is archived and what starts fresh
- Chart of accounts mapped to a cleaner structure
- Customers, vendors and items imported and checked
- Opening balances entered at an agreed cut-over date, tied to the old reports
- History brought over at the level of detail we agree, from summary to transaction
- A reconciliation showing the old and new files agree at cut-over
- A short training session and a month-end routine for the new file
- A read-only archive of the old data, so nothing is lost
What we need from you
- Access to the current file or complete exports
- A decision on the cut-over date
- Bank and card statements to confirm balances
- Your CPA's input if the move affects the year-end
- A little time to approve the mapping
How it works
- Plan the move. What moves, how much history, and when.
- Map and clean. Accounts, lists and anything that should not move.
- Build the new file. Import lists, enter opening balances and bring over agreed history.
- Prove it. Compare the old and new reports at the cut-over date.
- Switch and train. Connect feeds, train your team and archive the old file.
What this is not
- We do not choose your tax elections or accounting method.
- We do not promise every historical detail will move, since different programs store data differently.
- We do not cancel your old software or manage its subscription for you.
- Tax-year timing questions belong to your CPA.
Price
Starting at $800 one time.
Your written scope sets the final price before any work starts. What moves it: years of history and the number of accounts and lists. If we are not the right fit, we say so.
Related
- Books launch: setup and training
- How to import bank transactions from a CSV
- How to clean up a messy QuickBooks file
- All projects
- Monthly service levels
Questions
Can everything be moved over?
Not always. Different programs store data in different ways. We agree up front what moves in detail, what moves as summaries and what is archived.
When is the best time to switch?
Often at the start of a month, quarter or year, but your CPA should weigh in if the year-end is close.
Will I lose my old data?
No. We keep a read-only archive of the old file and reports.
Which software do you recommend?
QuickBooks Online and Xero are the most common choices. The right one depends on your business.
MCC Solutions is not a CPA firm or a law firm. These projects organize and present your own numbers. They are not audits, reviews, tax returns, valuation opinions, or credit, tax or legal advice, and we cannot promise that a lender, buyer or investor will accept them. Rules and requirements change, so confirm anything that matters with the party involved and your CPA.