Inventory the source
Accounts, items, customers, vendors, employees, classes, locations, transaction types, and the history period you need.
Expert-led migration for complex books
QuickBooks® Desktop to Online migration, assessed down to the transaction.
Keep your accounting history useful after the move. We examine the records, item detail, and payment links that matter to your business, then define what must reconcile before cutover.
A written, fixed-fee assessment comes first. Its fee is credited toward your migration if you proceed.
One invoice. More than a balance.Fidelity check / 001
SourceDesktop
Invoice INV-1042
Service items3 lines
ClassWest division
PaymentApplied
TargetOnline
Invoice INV-1042
Native formCheck
Item detailCheck
Payment linkCheck
Illustrative assessment check. We test the agreed transaction types, details, and links in your file before quoting delivery.
Transaction detailLinked recordsReconciled reportsControlled cutover
The assessment
Know what moves before you commit to the move.
Standard conversion can carry many records, but the outcome depends on your Desktop file and Online setup. A matching total does not tell you whether an old invoice still has its item lines, class, and applied payment.
Our paid assessment reviews a consented copy of your file, tests high-risk records in an isolated Online company when needed, and gives you a written migration scope, exception list, reconciliation plan, and delivery quote.
Discuss your fileTest fidelity
Check agreed native forms, line items, and payment or credit links. Identify what changes between Desktop and Online.
Define acceptance
Set report tie-outs, approved exceptions, cutover gates, responsibilities, and the fixed delivery scope before work begins.
Two perspectives, one reliable move
Built for the people who use the books and the people who stand behind them.
For businesses
Your history should still answer questions.
Open an old invoice. See its service items and class. Trace the payment. We assess the records your team relies on, define the history period for your file, and show you what needs approval before your business moves to Online.
Talk through your migrationFor accounting firms
A technical team for client books you need to review.
Bring a complex Desktop file to a defined assessment. IES Transfer handles conversion testing and reconciliation evidence; your firm guides accounting treatment and reviews the outcome with the client. The business contracts directly for the service.
Discuss a client fileThe delivery path
Proof at each handoff.
The assessment determines the agreed records and reports. Delivery starts with the supported Desktop-to-Online path, then addresses measured gaps.
01
Protect the source
Keep the untouched original and multiple independently stored backups. Restore and check the backups before conversion and at cutover.
02
Convert and inspect
Check native transaction forms, item detail, dimensions, and related payment or credit links against the agreed scope.
03
Reconcile and decide
Compare agreed financial and subledger reports. Your accountant approves accounting treatment; your accounting owner approves documented exceptions.
04
Cut over only when ready
Unexplained differences stop the move. Continue in Desktop while issues are resolved and the checks are rerun.
The cutover rule
No unexplained differences. No silent substitutions.
Agreed reports must reconcile, required native detail and links must pass their checks, and every exception stays visible in the sign-off. If a record cannot meet the agreed standard, you approve the exception or a revised scope before delivery is quoted.
Common questions
Before you move
Can you move all our historical transactions?
The assessment sets the historical period and transaction types for your file. We test what can remain native and usable in the target Online setup, then disclose exceptions before quoting delivery.
What if the numbers do not reconcile?
An unexplained difference blocks cutover. Your business continues operating in Desktop while the issue is resolved and the agreed checks are repeated.
What does the assessment cost?
After the free fit call, we quote a fixed assessment fee in writing before accessing your file. If you engage us for the assessed migration, we credit the full fee toward delivery.
Why get an assessment if Intuit provides a conversion path?
The conversion path is a starting point. Our assessment checks the specific transaction types, item detail, links, and reports your team needs after the move. We document gaps and get accounting decisions and exceptions approved before quoting the migration.
Is IES Transfer an Intuit service?
No. IES Transfer is an independent migration service for businesses using QuickBooks products.
Start here
Tell us about the move you are planning.
The fit call is free. We will discuss your Desktop version, the history you need in Online, and whether a paid assessment makes sense.
Please do not send a company file or financial records through this form.