We try to make your conversion as comprehensive as possible, aiming to save you as much time as we can. However, there are some things that we are not able to do because of limitations in the software process we use to enter data directly into the QuickBooks Online accounting system.


This means that there will be some post-conversion tasks that you will need to perform, and this document is provides an overview of these tasks. The post-conversion tasks should be done as soon as possible after the conversion. If you encounter problems or think something might not be right, please refer to our troubleshooting page.


We recommend all customers complete any tasks below that are relevant to them. This will give them the best starting position for their newly converted data.