Accounting Software Setup

Accounting Software Setup

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Accounting Software Setup and Conversion to QuickBooks Online

  • Do You Want Help To Set Up Your QuickBooks Online from Scratch?
  • Do You Need To Switch your Books to QuickBooks Online (QBO)?
  • Are You Tired of Using Excel and Want Computerized Bookkeeping Software?
  • Are you lost when it comes to which Apps you Need to Connect to QBO?

Migrating Your Accounting To The Cloud

The migration of accounting records to the Cloud is occurring at a rapid rate. The most recent statistics indicate that of the new users who are signing up for accounting software, 80% are choosing cloud basecloud-based

You are probably on this page because you’ve made that decision, but aren’t sure you want to start.  It all looks pretty easy on the TV commercials, but the reality…not so much.

The key to having a successful experience with QuickBooks Online is in the setup. That’s where we come in.  We can set up and customize your QBO account so that you can hit the ground running.

We are pretty sure that you didn’t open your business so that you could learn how to setup accounting software.  But we did!  And we love it, so let us help.

Migrating Your Accounting Data to QuickBooks Online

In most cases (but not all), we can transition your existing historical data from Sage 50, QuickBooks Desktop or Xero to your new QuickBooks Online program.  What we can’t migrate are transactions from Business Visions, QuickBooks Enterprise, or Sage 300 as it’s usually cost prohibitive.  But if comparatives are what you’re looking for, that’s certainly something we can do.

Many businesses take the opportunity to revamp their account structure as the original software setup no longer meets their reporting needs.

Connecting Your Apps to QuickBooks Online

Once you’ve got your QBO file set up, the next step is to leverage the power of the cloud and connect some apps to it.  We can help!

No matter what your project, here is typically what our process would look like:

  • Analysis – This is key. We want to make sure that your new system can do what you need it to for today, as well as for the future growth of your business.  It’s a consultative approach in meeting with the key people in your organization.
  • Conversion – This is where we work our magic.
  • Verification – We not only convert, but go through an extensive verification process to ensure that the data migrated correctly, as well as works properly.
  • Connections – Once we’ve confirmed that the data has migrated correctly and the numbers are accurate, we would begin on the 3rd Party App Connections. In most cases, the QBO database would be available for you to begin working.
  • Training – We offer comprehensive training packages to ensure that you are getting the most out of your software. You can check them out here.

Whatever your situation, know that you’re not alone in this and let’s talk!


WHAT OUR CLIENTS SAY….

“APD Delivery is a 5 year old, Southern Ontario based Dedicated Fleet Services provider that has over 100 drivers working from 24 customer locations. In our first meeting with Juliet at AIS Solutions, we knew we had found the right partner that would help us transition from a part time bookkeeping clerk working at one of our sites – off a laptop – using Simply Accounting to Quickbooks with all key staff now having 24/7 access from wherever we are working at the time. With Juliet and her team we get all the expertise of a large accounting department at a fraction of the cost. We have been with AIS for over 2 years and have the peace of mind that our financial reporting is in the hands of true professionals we trust.”

Doug Hannan, President,  APD Delivery


“I was looking for general information on the internet regarding converting from MYOB, and found AIS Solutions. A conversation with Juliet quickly confirmed that my efforts would be best spent by engaging Juliet to assist in the conversion. Her advice was balanced and honest. Juliet helped us through the conversion with simple straightforward instructions. Our training experience was clear and concise – all questions were answered thoroughly. Juliet’s staff is such a pleasure to work with – meaning, no question was too silly! I would definitely recommend Juliet and AIS Solutions to anyone requiring assistance converting or installing accounting software.”

Deborah Kroch, Director of Finance and Administrative Services,  Big Brothers Big Sisters of Canada


Thanks again for doing this so quickly. I can’t tell you how relieved I am that I can now go forward and not worry about setting this up myself.  What a great service you provide!

S. Jones