Pre-conversion- Data Cleaning

Preliminaries - Prior to Conversion submission

There are a few tasks you should perform to ensure your legacy file is in as clean a state as possible prior to converting it to QuickBooks Online.

  • Quotes: Close or finalize
  • Purchase orders: Close or finalize
  • Unbilled Activity: Delete or finalize
  • Delete any accounts that were never used in the Chart of Accounts. They may be set to inactive status now, but they should also be deleted.
  • Run a Payroll Report for dates of current compliance (month to date) if converting mid reporting period
  • Print off full Employee info details and current leave balances
  • Print off year-to-date (YTD) balances for Gross Wages, PAYG W, and Superannuation by Employee
  • Archive reports run on Accruals Basis, all Dates
    • Trial Balance
    • Balance Sheet
    • Profit & Loss Report
    • Accounts Receivable Aging (& Detail)
    • Accounts Payable Aging (& Detail)
    • General Ledger (Optional but recommended)

The above is for your own benefit.  We study you files in great detail prior to the actual conversion.  We also perform an in dept comparison after conversion to ensure that nothing has changed in your data.