Accounting & Budgeting
Relevant Skills
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QuickBooks Migration and Accounting System Optimization
We also have a subscription via TechSoup for QuickBooks Online Plus for $80/year. So what I would like to do is migrate over our existing QuickBooks subscription into a new one. The Chart of Accounts is lengthy and can be cleaned up (no longer used). The history is also quite extensive (more than 10 years data), so we do not need it all migrated in my opinion.
Looking for help on how to approach this project.
You'll help us set up regular recording, reconciliation, and reporting practices by spending 20-25 hours with us over 4-5 weeks. In our first meeting, we'll share a detailed description of our existing financial record-keeping and reporting systems. In phase one of the project, you'll migrate our data over to our new software and help us set up our account administrator privileges for our users. In the second phase of our project, you will provide one or two of our team members with basic training. We ask that you make yourself available for up to two weeks to address our questions as we adjust to the new software and systems.
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Location
Redondo Beach, US-CA
Timezone
America/Los_Angeles
Member Since
May 2015
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