Portfolio Example of Quickbooks Data Migration

This custom sign manufacturing company was behind in their books, with outdated software and numerous errors plaguing every aspect of their accounting cycle.

Data Migration
Sign Company
Data Migration

Wolf Sign Co.

A successful sign manufacturing company with over a decade of business success but desperately in need of expertise to clean up their books and migrate from Quickbooks Desktop to Quickbooks Online.

The trial balance didn’t balance, PST was calculating based on prior year sales and payroll source remittances were missing CPP calculations.

We were so happy when they agreed to migrate and cleanup the prior years’ mess, making a fresh start with technology and new workflows streamlining their business and saving money.

  • A manufacturing company providing pylon signs and custom graphics.

  • Prior year’s clean up leading to data migration from Quickbooks Desktop to Quickbooks Online.

    1. Completed prior year’s bookkeeping

    2. Manually migrated 3 years of Chart of Accounts, A/P, A/R, Balance Sheet and Payroll

    3. Connected 2 new technology partner apps

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