1. Full Data Review & Health Check
Before migrating, I go through your MYOB file in detail. This helps identify errors, duplicates or outdated balances that may cause issues later. Fixing these upfront ensures your new QuickBooks file is clean, reliable and easy to maintain.
2. Secure and Accurate Data Transfer
All essential data including chart of accounts, contacts, supplier details, payroll data (if applicable), open invoices, bills and balances is transferred safely. The goal is to make your new system look familiar while still taking full advantage of QuickBooks’ features.
3. Chart of Accounts Setup
QuickBooks allows for a more simplified, modern chart of accounts layout. I customise your accounts to match your industry and reporting needs, giving you a stronger foundation for future financial analysis.
4. Payroll Migration (If Needed)
For businesses using payroll, I ensure all employee details, YTD balances, leave information and pay categories are correctly transferred. This avoids payroll errors down the track.
5. Bank Feed Setup & Linking
One of the biggest advantages of QuickBooks is its smooth and reliable bank feeds. I connect your accounts, test the feeds and ensure everything is working perfectly.
6. Training & Support
Once the migration is complete, I don’t leave you wondering what to do next. I provide clear, easy-to-follow guidance on how to use your new QuickBooks system confidently. You’ll know exactly where to find everything and how to keep your books running smoothly.