Overview
Most migration headaches come from rushing the setup. A chart of accounts that ignores fund accounting, class tracking that was never turned on, bank feeds that double-count, these mistakes follow an organization for years. We migrate you carefully so QuickBooks Online works the way a ministry or non-profit actually needs it to.
Whether you are coming from spreadsheets, desktop software or another platform, we handle the move and set you up to succeed.
What’s included
We review where your data lives today and map exactly what needs to move and how.
A chart of accounts and class or fund structure designed for restricted and designated money.
Historical transactions and balances moved over accurately, then reconciled to confirm nothing is off.
Bank feeds and giving tools connected, plus a walkthrough so your team is comfortable.
Common questions
Keep exploring
Monthly fund accounting, contributions & reconciliations built for ministries.
Learn moreGrant tracking, net-asset classes and 990-ready functional reporting.
Learn moreBudgets, forecasting, board reporting and strategy for growing organizations.
Learn moreReady when you are
Book a free consultation and we will recommend the right level of support for your church or non-profit. We respond within one business day.
