Data migration and cleanup
Switching software? We move your data so it arrives clean.
New accounting system, new CRM, new field-service app, or finally getting off spreadsheets: the software is the easy part. The hard part is getting years of customers, jobs, invoices and history across without losing anything or carrying the mess with you. That's what we do.
How a data move works
Pull the data out
Clean it and match it up
Move it into the new system
Check it against the old numbers
What we help with
Moving off old software
QuickBooks Desktop, old databases and retired systems, moved to what you use next.
Cleaning up lists
Duplicate customers, messy product lists and missing fields, fixed before they move.
Connecting systems
Your tools passing data to each other instead of someone retyping it.
Reports from spreadsheets
The numbers you track by hand, pulled together automatically.
One-time imports
Getting a big batch of records in right the first time.
Ongoing syncs
Data that stays matched between systems after the move.
Signs your data needs help
- Someone retypes the same data into two places.
- You're putting off a software switch because of the data.
- Reports never quite match between systems.
- You have more than one customer list.
- Your old software is losing support.
- Only one person knows how the spreadsheet works.
QuickBooks Desktop to QuickBooks Online
You can stay on Desktop if it works for you. Desktop 2024 is current and has no sunset deadline; Desktop 2023 and older are already unsupported. New staff or locations can't get new Pro or Premier subscriptions, and subscriber prices keep rising. We help with the data whether you're staying, upgrading to 2024 or moving to QuickBooks Online or another system on your own schedule. We move and shape the data; your accountant handles the books.
We work alongside your team
Your accountant, bookkeeper or the company setting up your new software handles the books and the setup. We handle the data: getting it out, shaping it, loading it and proving it matches. That split keeps everyone doing what they're best at.
Recent work
Several companies owned by the same parent moved into one accounting system, with a shared setup and reporting standard. A reusable migration toolkit runs the same checks on every move.
Bringing acquired companies together? See our work with private equity platforms.
What it costs
Fixed price, quoted in writing once we've seen your data. Size, how clean the data is, and how much history comes over all change the effort, so we don't guess before we look.