At Better Bookkeeping for Business, we follow a structured, step-by-step process that reduces downtime and ensures every detail is handled correctly. We work closely with you to understand your workflow, financial structure, and reporting needs, so your QuickBooks setup truly supports your daily operations.
1. Pre-Migration Review
We begin with a detailed assessment of your MYOB file. This allows us to identify data quality issues, historical inconsistencies, and elements that may need cleaning before migration begins.
2. Data Extraction and Cleanup
We extract all relevant data, including customers, suppliers, payroll information, chart of accounts, open transactions, and historical records. If any corrections are required, we address them before the conversion to ensure cleaner reporting in QuickBooks.
3. Data Mapping and Conversion
Our team carefully maps your MYOB data to the correct locations in QuickBooks. This crucial step ensures your financial structure remains accurate and familiar after the migration.
4. Migration and Setup
We complete the transfer and configure your new QuickBooks file, including tax settings, payroll, reporting preferences, and account structures. Our goal is to make the new system feel natural to your workflow.