*Complexity determines the final cost
👉 I don’t house QuickBooks Desktop software in my practice. If hosting is required for migration, I’ll connect you with a trusted provider and manage the process so you don’t have to worry about the technical side.
All fees are payable prior to any work performed. All work will be performed according to the scope of engagement, all requests for work in excess of the scope of the engagement will be assessed and charged as “Additional Services".
Scared of switching to QuickBooks Online? You don’t have to be.
Many business owners dread the move from Desktop to QuickBooks Online. — and with good reason! A bad migration can leave your books in pieces.
Have you heard the horror stories of business owners migrating from QuickBooks Desktop to Online, only to end up in chaos? Books scrambled, workflows broken, and operations at a standstill. It doesn’t have to be that way.
Whether you’re preparing to switch or already mid-migration and stuck, I can step in, clean things up, restore order, and set you up for success in QuickBooks Online.
Avoid the stress and start fresh with clean, reliable books you can trust. Even if you’ve already tried and ended up in a mess, I can help to rescue your books and give you a solid foundation going forward.
QuickBooks Desktop to Online Migration Package Includes:
Full review and clean-up of accounts (including removal of outdated or duplicate data)
Secure file backup before migration
Coordination with hosting providers (when needed) so I can safely access your Desktop files.
Conduct the migration into QuickBooks Online
Verify that all data was successfully migrated and balanced
Assist with setup of specialized apps for a smooth transition
Customized setup to ensure your books are accurate in QuickBooks Online
Post-migration check to confirm everything is running smoothly
5 hours of online support and training
Starts at $2640 (simple migrations, 1 account, <6 months of data)
Typical range: ($3500 — $6500 (multi-account multiple years, payroll and inventory figure into the final cost)
Custom quote for highly complex businesses*
Do I need to migrate all my historical data?
The short answer: No.
What really matters is that your QuickBooks Online books match your last filed tax return and that your balance sheet is accurate moving forward. You’ll still keep your old Desktop file as an archive if you ever need to look back 5, 10, or even 30 years. Migrating decades of transactions adds cost and complexity without giving you extra value.
👉Want the full story? (Read my blog post here.)
❓ Migration Packages – FAQs
Will I still have access to my old QuickBooks Desktop file?
Yes. You’ll keep your Desktop file as an archive. Even after moving to QuickBooks Online, you can open the old file if you ever need to look back at prior years.
Do I really need to migrate all my data?
No. Most business owners only need clean data from the last tax year forward. Migrating 20+ years of history adds cost and complexity without providing extra value.
Will my reports match after migration?
Yes. Part of my process is verifying that your key reports (like the Balance Sheet and Profit & Loss) line up between Desktop and Online. This ensures accuracy and keeps your accountant happy.
What happens if something goes wrong?
I include a post-migration check to make sure everything is working correctly. If issues arise, I’ll troubleshoot and resolve them so you can move forward confidently.