Moving off QuickBooks Desktop
without losing your history.
An assessment first, then a migration plan: what converts, what comes across as opening balances, what stays as archive, and what the accounting workflow should look like on the other side.
Moving off QuickBooks Desktop
without losing your history.
An assessment first, then a migration plan: what converts, what comes across as opening balances, what stays as archive, and what the accounting workflow should look like on the other side.
Incorporated Canadian businesses that have outgrown a desktop accounting file.
Desktop accounting stops working for different reasons — users, file size, remote access, integrations, or a version that is no longer supported. The right destination depends on which reason applies to you.
- You run an incorporated business in Canada on QuickBooks Desktop, hosted or local.
- Multiple people need access, or need it from more than one location.
- The file has grown past what desktop handles comfortably, or add-ons are breaking.
- Historical data has to remain available after the move.
We work with incorporated small and mid-sized businesses. This is not personal or consumer tax work.
Incorporated Canadian businesses that have outgrown a desktop accounting file.
Desktop accounting stops working for different reasons — users, file size, remote access, integrations, or a version that is no longer supported. The right destination depends on which reason applies to you.
- You run an incorporated business in Canada on QuickBooks Desktop, hosted or local.
- Multiple people need access, or need it from more than one location.
- The file has grown past what desktop handles comfortably, or add-ons are breaking.
- Historical data has to remain available after the move.
We work with incorporated small and mid-sized businesses. This is not personal or consumer tax work.
Assessment, then migration — in that order.
The destination is an output of the assessment, not an assumption we bring to it.
System assessment
File size and condition, list quality, users, add-ons, integrations, payroll setup, and what your reporting actually has to do.
Destination selection
Cloud accounting or an ERP, chosen against your operations. Many businesses are well served by cloud accounting alone, and we will say so when that is the case.
Data and history plan
What converts, what comes across as opening balances, and what is retained as a read-only archive you can still search.
Migration and validation
Chart of accounts, balances, AR and AP, and payroll data moved and then reconciled back against the original file before you rely on it.
Workflow redesign and training
Approvals, bank feeds, invoicing and the month-end close rebuilt for the new system, with training for the people who use it daily.
Not sure which of these you need?
That is what the consultation is for. Thirty minutes, no obligation.
Book a Consultation →Assessment, then migration — in that order.
The destination is an output of the assessment, not an assumption we bring to it.
System assessment
File size and condition, list quality, users, add-ons, integrations, payroll setup, and what your reporting actually has to do.
Destination selection
Cloud accounting or an ERP, chosen against your operations. Many businesses are well served by cloud accounting alone, and we will say so when that is the case.
Data and history plan
What converts, what comes across as opening balances, and what is retained as a read-only archive you can still search.
Migration and validation
Chart of accounts, balances, AR and AP, and payroll data moved and then reconciled back against the original file before you rely on it.
Workflow redesign and training
Approvals, bank feeds, invoicing and the month-end close rebuilt for the new system, with training for the people who use it daily.
Not sure which of these you need?
That is what the consultation is for. Thirty minutes, no obligation.
Book a Consultation →Four steps, and a validation period.
The old file stays available until the new one has been checked against it.
Consultation
Thirty minutes. Where you are, what is forcing the move, and the deadline you are working to.
Assessment
We review the file and the workflow around it, then scope the migration and the destination.
Migration
A staged move, with balances and subledgers reconciled against the source file.
Support
Post-migration support, and ongoing bookkeeping in the new system if you want it.
Four steps, and a validation period.
The old file stays available until the new one has been checked against it.
Consultation
Thirty minutes. Where you are, what is forcing the move, and the deadline you are working to.
Assessment
We review the file and the workflow around it, then scope the migration and the destination.
Migration
A staged move, with balances and subledgers reconciled against the source file.
Support
Post-migration support, and ongoing bookkeeping in the new system if you want it.
The destination is a finding, not a preference.
We implement Odoo and we run cloud accounting engagements. That is exactly why the recommendation has to come out of the assessment rather than out of our service list.
Fit before product
Cloud accounting is sufficient for many businesses. An ERP answers operational complexity, not a preference for bigger software.
Your data, checked
Balances and subledgers are reconciled against the source file before the new system becomes the system of record.
One team through the move
The people planning the migration are the people who can keep the books afterwards, so nothing is handed off mid-change.
The destination is a finding, not a preference.
We implement Odoo and we run cloud accounting engagements. That is exactly why the recommendation has to come out of the assessment rather than out of our service list.
Fit before product
Cloud accounting is sufficient for many businesses. An ERP answers operational complexity, not a preference for bigger software.
Your data, checked
Balances and subledgers are reconciled against the source file before the new system becomes the system of record.
One team through the move
The people planning the migration are the people who can keep the books afterwards, so nothing is handed off mid-change.
Before you book.
Do we have to move to Odoo?
No. Odoo is one option among several, and it suits businesses with operational complexity that accounting software alone cannot carry. The assessment establishes whether that is you.
Can we keep our historical data?
Yes. How much converts into the new system versus how much is retained as an archive depends on the destination, and is set out in the assessment.
How long does it take?
It depends on file size, user count, integrations and payroll. The assessment produces the scope and the timeline before pricing is discussed.
Before you book.
Do we have to move to Odoo?
No. Odoo is one option among several, and it suits businesses with operational complexity that accounting software alone cannot carry. The assessment establishes whether that is you.
Can we keep our historical data?
Yes. How much converts into the new system versus how much is retained as an archive depends on the destination, and is set out in the assessment.
How long does it take?
It depends on file size, user count, integrations and payroll. The assessment produces the scope and the timeline before pricing is discussed.
Start with an assessment.
Thirty minutes on your current file, what is forcing the move, and what a realistic migration looks like.
Start with an assessment.
Thirty minutes on your current file, what is forcing the move, and what a realistic migration looks like.