Cloud-based Conversion Projects

Let us efficiently and accurately transfer your data.  Having a certified Quickbooks Online or Xero bookkeeper doing the conversion ensures your accounting system will be set up accurately and ready to use from the start. 

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Take advantage of having a certified Quickbooks or Xero Bookkeeper convert your file and set things up accurately from the start.

  • Version Selection
  • Configure and customize company settings 
  • Upload company logo   
  • Convert and verify:  all Income statement and balance sheet accounts
  • Open bank and credit card reconciliation balances
  • Add in any existing memorized transactions, reports & budgets
  • Set up users and user permissions
  • Connect Quickbooks Online/Xero to bank and credit card accounts
  • Setup Quickbooks/ Xero merchant account to collect on open invoices
  • Basic customization of reports
  • Customize invoice forms
  • Customize email messages/ reminders sent with forms
  • Recommend apps to integrate with Quickbooks Online/ Xero based on workflow requirements
  • Accounting system overview and one-to-one training
  • Training tutorials – customized videos showing your team how to use specific QBO/Xero features
  • Sales tax – setup GST/HST accounts by province 
  • Payroll setup

Here’s how we do things.

File Access

We require access to your desktop accounting file in order to begin this process.

Scope

We work together to determine your company’s needs within your accounting system and create a plan accordingly.

Delivery

Once your file has been fully converted and updated to your specs, we will introduce you to the features to give you insight into your accounting system.

File Access

We require access to your desktop accounting file in order to begin this process.

Scope

We work together to determine your company’s needs within your accounting system and create a plan accordingly.

Delivery

Once your file has been fully converted and updated to your specs, we will introduce you to the features to give you insight into your accounting system.

As simple as that.

Let's get your workflow running as efficiently as possible.