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Accounting Software Setup and Conversion to QuickBooks Online

  • Do you want help to set up your QuickBooks Online from scratch?

  • Do you need to switch your books to QuickBooks Online (QBO)?

  • Are you tired of using Excel and want computerized bookkeeping software?

  • Are you lost when it comes to which Apps you Need to Connect to QBO?

Migrating Your Accounting To The Cloud

The migration of accounting records to the Cloud is occurring at a rapid rate. The most recent statistics indicate that of the new users who are signing up for accounting software, 80% are choosing cloud base cloud-based.

You are probably on this page because you’ve made that decision but aren’t sure you want to start.  It all looks pretty easy on the TV commercials, but the reality…not so much.

The key to having a successful experience with QuickBooks Online is in the setup. That’s where we come in.  We can set up and customize your QBO account so that you can hit the ground running.

We are pretty sure that you didn’t open your business so that you could learn how to setup accounting software.  But we did!  And we love it, so let us help.

Migrating Your Accounting Data to QuickBooks Online

In most cases (but not all), we can transition your existing historical data from Sage 50, QuickBooks Desktop or Xero to your new QuickBooks Online program.  What we can’t migrate are transactions from Business Visions, QuickBooks Enterprise, or Sage 300 as it’s usually cost prohibitive.  But if comparatives are what you’re looking for, that’s certainly something we can do.


Many businesses take the opportunity to revamp their account structure as the original software setup no longer meets their reporting needs.


Connecting Your Apps to QuickBooks Online

Once you’ve got your QBO file set up, the next step is to leverage the power of the cloud and connect some apps to it.  We can help!

No matter what your project, here is typically what our process would look like:

  • Analysis: this is key. We want to make sure that your new system can do what you need it to for today, as well as for the future growth of your business.  It’s a consultative approach in meeting with the key people in your organization.

  • Conversion: this is where we work our magic.

  • Verification: we not only convert but go through an extensive verification process to ensure that the data migrated correctly, as well as works properly.

  • Connections: once we’ve confirmed that the data has migrated correctly and the numbers are accurate, we would begin on the 3rd Party App Connections. In most cases, the QBO database would be available for you to begin working.

  • Training: we offer comprehensive training packages to ensure that you are getting the most out of your software. Whatever your situation, know that you’re not alone in this and let’s talk!

QuickBooks Online (QBO) Training and Support by Certified Professionals

  • Do you have QuickBooks Online but aren’t sure if you are getting the most out of it?

  • Is it taking you, or your team too long to complete your bookkeeping every month?

  • Have you migrated your system from QuickBooks Desktop and it’s so different that you don’t know what to do?

  • Are you new to QuickBooks Online and want to make sure you are setting up your books the right way?

  • Would you like to customize the reports that you are getting out of QuickBooks Online?

  • Are you looking to connect some Apps to QuickBooks Online but don’t know how?

Our team of certified Advanced Pro Advisors and Trainers can give you the QuickBooks training and support you need.

What Makes our QuickBooks Training and Support Different?

All Our Training is Customized For You

  • Training sessions consist of 2-3-hour time blocks for maximum retention

  • All sessions are either one-on-one, or group training but ONLY with YOUR staff – you are not sharing a classroom with people you don’t know

  • All training takes place in your own company database using your own records and chart of accounts – this way we can help you learn how to do it right using your own data

  • Training is never generic. We customize each session to your needs and use and teach only the modules you need

  • All of our trainers are Advanced Certified in QuickBooks accounting software and use the products every day

Typical “One Size” Fits All Training From The Other Guys

  • Usually all-day sessions with a group of 5-10 people from other companies and other industries

  • The database used throughout the training is for a sample company and NOT your own database

  • Means you have to learn the new piece of software, but then apply what you have learned to your own industry on your own

  • Research clearly shows that for the majority of people after 2-3 hours of learning a new skill, the retention level drops by over 52%.

Support For QuickBooks Online

Support That Works For You When You Need It

  • What happens following our customized training?

  • What if you get stuck or can’t remember how to do something?


Just call toll free or email us and we will walk you through the steps – you will not be kept on hold – you will get a prompt response – and remember we work in this software every day.

Support Offered By Other Guys

  • Browse a support database and hopefully find the answer to your question

  • Call a toll-free support line – wait on hold for a human to respond – speak with a different human each time you call

  • Submit a customer support ticket and wait for a response


Here is how it works. You simply purchase the amount of time you think you will need. Time can be purchased in increments as small as one hour.

Everyone is different. We all learn at different speeds so there is no way of telling exactly how much time you will need to learn what you want to learn. As a guideline we typically find on average it takes about 3-5 hours to cover each module such as payroll, accounts receivable, accounts payable, etc.

One of the best features of our packages is you never lose any of the time your purchase. There is no expiry date. You bank the time and simply use it when you need it.

We have a number of clients that purchase a training and support package on a regular basis and use it as their “QuickBooks Support” should they run into any issues throughout the year.

You Can Count on Us!

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