QBO & IES Setup & Migration
Services · QBO & IES Setup & Migration

Set up right, or moved over without the headache.

Starting fresh in QuickBooks Online, moving off Desktop, or scaling up to Intuit Enterprise Suite? This is where deep, hands-on migration expertise makes all the difference — nothing lost, nothing broken, everything where it should be.

Migrations most bookkeepers won't touch

Setup and migration are technical, high-stakes work. Done wrong, they cost you months of clean data. Done right, they're seamless.

Clean setup

A new QBO or IES file built right from day one — proper chart of accounts, connections, and settings tailored to your business.

Desktop to Online

Move from QuickBooks Desktop to QBO with your history, lists, and balances intact — no data left stranded on an old file.

Scaling to IES

Growing beyond QBO? Migrate up to Intuit Enterprise Suite with multi-entity structure and reporting built for scale.

Services & pricing

Each engagement starts with a base fee and adds only what your business actually needs — so you never pay for complexity you don't have.

QBO New Company Setup

A brand-new QuickBooks Online file built correctly from the start — chart of accounts, bank connections, and preferences.

Starting at$450
+ Inventory+ Sales tax+ Payroll+ Time tracking+ Class / location+ Job costing

QuickBooks Desktop → QBO Migration

Move off Desktop and onto QuickBooks Online with your data, history, and structure carried over cleanly.

Starting at$1,500
+ Each additional entity+ Inventory+ Payroll history+ Sales tax history+ Class / job costing

QBO → Intuit Enterprise Suite Migration

Scale up to IES with multi-entity structure, advanced reporting, and everything configured for a growing operation.

Starting at$2,500
+ Each additional entity+ Inventory+ Multi-location+ Payroll+ Custom reporting

IES New Account Setup

A fresh Intuit Enterprise Suite account configured for your entities, structure, and reporting from the ground up.

Starting at$750
+ Each additional entity+ Inventory+ Sales tax+ Payroll+ Time tracking+ Class / location / job costing

QuickBooks Time Setup

Time tracking configured and integrated with your QBO or IES file, including approval workflows.

Starting at$200
+ Additional users+ QBO / IES integration+ Custom approval workflow

Payroll Provider Setup / Change

Set up or switch payroll providers — for example, moving from Gusto to QBO Payroll — scaled to your team size.

Starting at$450
Base covers up to 5 employees+ Per additional employee
A note on file cleanup: If your existing file isn't clean enough to migrate reliably, a pre-migration cleanup may be required first (billed per month of transaction history, $300 minimum). We'll always tell you up front — no surprises mid-project.

Let's get you set up the right way.

Start with a free books health check and we'll map out exactly what your setup or migration needs — and what it'll cost, up front.

Book your free books health check