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I will migrate your accounting into quickbooks online from any software
India
QuickBooks Online Specialist, Bookkeeping, Migrations, Advanced Integrations
About this Gig
QBO Migration Process-
1. Business Understanding
Understand your business model, revenue streams, expense nature, and transaction flow.
2. Data Review & Planning
Analyze transaction volume, AR/AP structure, inventory involvement, and reporting needs to plan migration correctly.
3. Core Setup
Structure / refine Chart of Accounts
Import Customers & Vendors
Set up Products & Services
4. Opening Balances Setup
Enter verified opening balances before importing activity.
5. Transaction Import
Import historical transactions, bank and credit card data using spreadsheets or approved tools.
6. AR / AP & Inventory Validation
Match open invoices and bills, verify inventory balances.
7. Bank & Payroll Setup
Reconcile bank accounts and configure payroll with correct postings.
8. Final Review & Automation
Verify Trial Balance, P&L, and Balance Sheet.
Set up rules and integrations to reduce manual work.
9. Handover
Share a 30-minute walkthrough explaining cash flow and reports.
Service type:
Full-service bookkeeping
•
Bank reconciliation
•
Other
Financial software:
QuickBooks
•
Wave
•
Xero
Industry:
Business services & consulting
•
E-Commerce
•
Software
Target Country:
Philippines
•
United Kingdom
•
United States
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.

