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I will migrate your accounting into quickbooks online from any software

India

I speak English, Hindi

QuickBooks Online Specialist, Bookkeeping, Migrations, Advanced Integrations

I am a QuickBooks Online expert with nearly 10 years of experience supporting U.S. businesses across bookkeeping, accounting, and tax-ready financials. I bring end-to-end understanding of accounting...
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.