QuickBooks Desktop → QBO / Xero
Full company-file conversion with list cleanup, item mapping and historical detail preserved.
- Chart of accounts rationalized
- Open AP/AR carried across
- Payroll & 1099 history mapped
Financial data migration
Frictionless Financial Data Migration across QuickBooks, Xero & ERP Systems.
Move platforms without losing history, breaking reconciliations or scrambling your prior-year comparatives. Every migration ends in a documented trial balance tie-out.
- Zero-Data-Loss Method
- Sandbox-First Execution
- Parallel Run Validation
- $1M E&O Insured
Core migration solutions
Every conversion path, handled end to end
Whether you're leaving a desktop file, consolidating entities or resurrecting years of spreadsheets, the destination is the same: a clean, reconciled cloud ledger.
Platform-to-Platform Conversions
Xero ↔ QBO ↔ Wave ↔ FreshBooks moves executed without breaking historical reporting.
- Tracking categories → classes
- Bank rules rebuilt
- Attachment migration
Legacy CSV & Database Reconstruction
Spreadsheets, ERP exports and dead systems rebuilt into a clean, auditable cloud ledger.
- Normalized transaction schema
- Duplicate detection
- Opening balance derivation
Post-Migration Audit & Parallel Run
Trial balance tie-out plus a live parallel month so you can sign off with confidence.
- Line-by-line TB comparison
- Variance report issued
- Sign-off documentation
Method
The four-phase migration protocol
- Step 01
Source Assessment
We inventory the source file, data quality issues and conversion blockers.
- Step 02
Mapping Design
Chart of accounts, items, classes and tax codes mapped and approved by you.
- Step 03
Migration Execution
Data transferred in a sandbox first, then promoted to the live ledger.
- Step 04
Validation & Sign-Off
Trial balance tie-out, parallel run, and a documented handover pack.
What gets preserved
Nothing important gets left behind
We treat historical integrity as non-negotiable — your comparatives, audit trail and reporting continuity survive the move.
- Full transaction detail
- Open AR & AP balances
- Customer & vendor lists
- Item and inventory records
- Bank & credit card reconciliations
- Sales tax liability history
- Attachments and source docs
- Class, location & tracking data
Planning a platform move this quarter?
Send us the source file details and we'll return a fixed-price conversion plan with a realistic cutover date.