San Diego service area
QuickBooks® Desktop to Online migration for San Diego books that need their history.
IES Transfer helps local businesses and their accounting firms assess complex Desktop files before moving to QuickBooks Online. We map the transaction types, item detail, and links you need, then define reconciliation and cutover checks for your file.
Book a free fit callStart with the file
Your migration scope should come from your books.
A local business may need three years of invoices and payments; another may need a different period, inventory treatment, or only selected transaction types. The paid assessment identifies the scope for your Desktop file and Online destination.
When necessary, we test a consented copy in an isolated Online company. You receive a written fidelity map, exception list, reconciliation plan, and delivery quote. The assessment fee is credited toward migration if you proceed.
See the assessmentBefore anyone switches systems
Reconcile first. Cut over only when ready.
Agreed reports must have no unexplained differences, required native transactions and links must pass their checks, and approved exceptions stay visible. If a check fails, your business continues in Desktop while the issue is fixed and retested.
For San Diego businesses and accounting firms
Bring the hard file. Start with a conversation.
The fit call is free. We quote the paid file-level assessment in writing before asking for access to your Desktop file.
Contact IES Transfer