Migrate to QuickBooks Online
The right way to migrate, fully managed
Still using legacy accounting software? Outgrown your current system? Tired of disconnected tools? We meet you where you are, and move you forward.
- Elite QuickBooks Online ProAdvisor
- Montreal-based
Clean data. Solid foundation.
A migration is more than moving data
Before transferring anything, we take the time to set your new system up properly. Here are the steps we handle for you.
Before
After
Chart of accountsReviewed and restructured
We review your chart of accounts: duplicate accounts merged, unused accounts removed, a logical structure by category. You start with a clear chart your team understands.
- Duplicate accounts merged
- Unused accounts removed
- Clear structure by category
AlignmentA structure that mirrors your operations
We align your account structure with how your business actually operates: business lines, locations, project types. Your reports finally speak your company’s language.
- Classes and locations configured
- Reports by business line
- Structure ready for growth
Relevant balancesOnly what matters
We securely migrate only the relevant balances, without dragging years of unnecessary history along. Every balance is validated before going live.
- Validated opening balances
- Unnecessary history left behind
- Differences checked to zero
Invoice 1042Groupe Lavoie
GST/QSTSet up correctly from the start
We configure GST and QST so every invoice and expense is taxed correctly and your filings are ready without rework.
- GST 5% and QST 9.975%
- Tax codes by product and service
- Simpler filings
Customers and vendorsClean lists, no duplicates
We transfer your customers and vendors and clean them up along the way: duplicates merged, contact details completed, payment terms standardized.
- Duplicates merged
- Contact details completed
- Standardized payment terms
Bank statement
QuickBooks Online
Bank reconciliationYour accounts match from day one
We connect your bank accounts and credit cards, then complete the opening reconciliation. You start with balances that match to the cent.
- Bank feeds connected
- Categorization rules
- $0.00 reconciliation difference
Fully managed, end to end
Your QuickBooks Online migration, without disrupting your operations
When handled properly, a migration becomes an opportunity to modernize your accounting and build a stronger financial foundation. Here’s how the transition unfolds:
Review
We review your current system, your data and the way you work to build a clear migration plan.
Your documents
Following the review, you provide the information and documents we need. We tell you exactly what to send.
Migration
We transfer your restructured chart of accounts and only the relevant balances, then validate every item before going live.
Support
We train your team, connect your other tools and stay available once the transition is complete.
Integrations
A connected accounting ecosystem
QuickBooks Online becomes the heart of your ecosystem. We connect it to the tools that eliminate manual entry.
Dext
Invoices and receipts captured and filed automaticallyConnected
Plooto
Automated vendor payments and collectionsConnected
monday.com
Invoices created from contracts and projectsConnected
Google Drive
Supporting documents filed in the right placeConnected
Claude
AI analysis of your financial reportsConnected
Zapier
Connection to over 8,000 other appsConnectedYour payroll system connects too: we’ll find the best integration together.
More than a migration
Turn QuickBooks Online into a growth engine
Switching to QuickBooks Online is more than a software change: it’s an operational upgrade. The result is a connected accounting ecosystem that gives you the financial clarity to run your business with confidence.
You gain:
- Real-time visibility — into your financial performance
- Automated workflows — that eliminate manual tasks
- Seamless integrations — with Dext, Plooto and your payroll system
- Clearer reporting — and stronger forecasting
Why APS
The right partner for your migration
A poorly prepared migration carries the old system’s problems into the new one: duplicate accounts, questionable balances, misconfigured taxes. That’s exactly what we prevent.
We start from your business as it is today, clean up and restructure, then hand you a QuickBooks Online that’s ready to perform from day one.
Elite QuickBooks Online ProAdvisor
The highest tier of Intuit’s ProAdvisor program: recognized expertise to plan and deliver your migration.
Our services
Explore our other solutions
Setup and accounting
Account setup, chart of accounts optimization and custom reports delivered straight to your inbox.
Explore →Bookkeeping
Transaction entry, expense tracking, reconciliations and financial statements, at the frequency that suits you.
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Automation
Automations built around how you actually work: less duplicate entry, fewer errors and dropped balls.
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The financial clarity your business has been waiting for.
Stop working around your accounting. Let’s build a system that works for you — automated, connected, and built to grow with your business.
- Review of your current system
- Chart of accounts restructuring
- Opening balance transfer
- QuickBooks Online setup and configuration
Your move to QuickBooks Online
Step 5
Bank reconciliation
Step 3
Opening balances
Step 4
GST/QST sales taxes
Step 1
Chart of accounts
Step 2
Customers and vendors
FAQ