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Move your books without missing a beat.

Whether you are moving to hosting, upgrading editions or converting from another system, we plan, execute and validate the migration so month end is never at risk.

MIGRATION CHECKLIST
Company file verified and backed up
Users, roles and permissions mapped
Trial balance reconciled before and after
Staff sign-off and go-live

Migration paths

Wherever you are starting from.

PATH A

Office to hosted

Move your QuickBooks Desktop file and add-ons from local machines or a server into the AES cloud.

PATH B

Edition upgrade

Upgrade between QuickBooks versions or to Enterprise, with testing on a copy first.

PATH C

Provider to provider

Leaving another host? We handle the extraction, the move and the cut-over.

PATH D

Online to Desktop, or back

Conversions planned around what your reports and add-ons require.

PATH E

Other software

Moving from spreadsheets or other accounting tools into a clean QuickBooks file.

PATH F

Multi-entity consolidation

Bringing several company files into a coherent, governed structure.

Our method

Five stages, each with an owner.

01

Assess

Inventory the file, add-ons, users and deadlines.

02

Plan

A written schedule with timing, risks and rollback.

03

Rehearse

A test migration reviewed by your lead user.

04

Cut over

Final move outside business hours, then validation.

05

Stabilize

Close attention through your first full month end.

Setup

Configured properly from day one.

A migration is also the best moment to fix what has bothered your team for years.

Chart of accounts and list clean-up recommendations
User roles aligned to segregation of duties
Bank feeds, payment and payroll connections
Templates, preferences and report memorization
Written handover notes for your team

Next step

Let us take the infrastructure off your desk.

Book a 30-minute consultation. You will leave with a clear recommendation, a migration outline and a transparent quote, whether or not you choose us.