Why Most QuickBooks Conversions Go Wrong
- Balance sheet integrity issues carried forward
- Trust and retainer liabilities misclassified
- Job costing distortions in contractor files
- Payroll liabilities improperly mapped
- Clearing accounts left unresolved
A technical conversion without financial oversight creates reporting errors that compound over time.
Protect the integrity of your financial reporting during your move to QuickBooks Online.
Converting from QuickBooks Desktop to QuickBooks Online is more than a software upgrade—it’s a financial reset.
If the data going in is messy, the reporting coming out will be worse. That's why every QBD → QBO conversion begins with a complimentary discovery review and analysis. WCO helps Law Firms, Medical and Dental Practices, contractors and small businesses move from Quickbooks Desktop to QBO throughout Michigan.
Free QuickBooks Pre-Migration Accounting Review
A detailed assessment of your current QuickBooks Desktop file conducted by licensed CPAs to evaluate data integrity, structure, and accuracy before conversion.
We review:
- Chart of accounts structural review
- Balance sheet integrity
- Undeposited funds and clearing accounts
- A/R and A/P detail accuracy
- Payroll liabilities
- Opening equity and retained earnings alignment
- Reporting inconsistencies
This isn’t a tech upload. It’s a financial review.
Pre-QBO Conversion Correction Report
You’ll receive a clear, written summary outlining:
- Required data cleanup
- Structural corrections
- Balance discrepancies
- Risks that could impact reporting post-migration
No “garbage in, garbage out.” You move forward informed.
QBO Configuration and Training
Includes 2 hours of guided training inside your new QuickBooks Online file so your team understands:
- Navigation changes
- Workflow differences
- Reporting features
- Internal control improvements
- Best practices moving forward
Investment Starting at Only $250*
*Pricing applies to:
- Single entity
- One location
- No inventory
- No third-party software integrations
Multi-entity, inventory-based businesses, or software integrations are scoped separately.
