The fear with any move is that the history disappears, or the opening balances don't match what was filed. That's a fair worry. It's why people put it off for years while paying for software they've outgrown.
QuickBooks Online setup and migration
Moving from other software, spreadsheets, or nothing at all. We move your history across and check it against your last filed year.
Businesses outgrowing desktop software or spreadsheets, and anyone whose accountant has asked them to move.
What we take on
- A move to QuickBooks Online from whatever you use now, with your history brought across
- Chart of accounts built for your business, not a template
- Bank feeds connected and tested
- Opening balances reconciled to your last filed year
- Time to look through the new file before you switch over
- A walkthrough so you can find what you need
Your quote depends on the work
We don't post a price. The fee depends on the services you need. What sets it:
- What you're migrating from
- How many years of history
- Number of accounts and their state
- Whether payroll comes across too
You get a written proposal with the price up front. Once you decide, there are no hidden costs.
Book My Free Call"Trish has been so wonderful to work with over the last few years. She is so thoughtful, thorough, and really easy to work with. She has helped me focus on the other parts of my business that require my attention, knowing that she has my back with all things bookkeeping and accounting.
You might also need one of these
- Every month
Monthly Bookkeeping
Your books reconciled and closed every month in QuickBooks Online. Receipts come in as you go, through Dext.
Learn more → - Every pay run
Payroll
Pay runs, CRA source deductions, T4s and records of employment, handled on schedule through Wagepoint.
Learn more → - One-time
Catch-Up Bookkeeping
Months or years behind? We sort, reconcile and get you current.
Learn more →
Book a free first call
Book a free call and describe the situation. If we're not the right fit,Trish will say so. The free first call is 60 minutes.
Book My Free Call