Transitioning between accounting platforms doesn't have to mean lost data or mismatched balances. CountRights provides professional accounting software migration services, securely converting your historical data to QuickBooks with 100% accuracy.
Get Your Free QuoteAdmin-level access to your current accounting software (Sage, Xero, NetSuite, etc.) and your new QuickBooks account.
Recent statements for all accounts to verify opening balances and ensure accurate reconciliation.
Your most recent Profit & Loss (P&L) and Balance Sheet reports to use as a baseline for verification.
Confirmation of your desired chart of accounts structure in the new system. We can help you clean it up!
Exported lists of your active customers, vendors, and employees to ensure all contacts are transferred.
An agreed-upon date to cease entering data into the old system, ensuring no transactions are lost in transit.
We start with a free consultation to understand your current software, review the volume of your historical data, and identify any complex mapping requirements like multi-currency or inventory assemblies.
Our experts meticulously map your old chart of accounts to the new QuickBooks structure. We securely extract your historical transactions, customer profiles, and open invoices.
We import the mapped data into your new QuickBooks file. We then perform strict bank reconciliations, comparing your old P&L and Balance Sheet to the new one to ensure 100% accuracy.
We review the final file with you, ensuring everything looks correct. Once approved, we hand over the pristine file and can transition you into our ongoing monthly bookkeeping services.
In today's fast-paced business environment, small business owners cannot afford to spend hours navigating complex accounting software. CountRights provides professional accounting software migration services designed to give you your time back. By acting as your dedicated virtual accounting department, we handle the daily financial heavy lifting so you can focus on sales, operations, and scaling your company. Outsourcing your software conversion is no longer just a luxury for large corporations; it is a strategic necessity for modern small businesses aiming for growth.
Many entrepreneurs try to manage their own data conversions to save money, only to find themselves overwhelmed during tax season or when applying for a business loan. Messy books can lead to missed tax deductions, cash flow crises, and poor strategic decisions. By partnering with CountRights, you gain access to a team of certified professionals who ensure every penny is accurately tracked and categorized. We view bookkeeping as the foundation of your business strategy. We don't just categorize transactions; we provide actionable insights based on your financial data. Our team identifies cash flow trends, highlights overspending, and ensures your financial reporting is always accurate and tax-ready for your CPA.
The chart of accounts (COA) is the backbone of your accounting file. When migrating from one platform to another, simply importing a CSV file of your COA is never enough. Different software platforms structure their accounts differently. For example, Sage uses account numbers and specific categories, while QuickBooks Online relies on account types and detail types. Without a structured process, businesses easily fall victim to duplicate payments, missed early-payment discounts, and damaging late fees. When you outsource AP management to CountRights, we establish a rigorous, step-by-step workflow. We meticulously map your old accounts to the correct new accounts, ensuring that your Balance Sheet and Profit & Loss statements remain perfectly accurate year-over-year.
Furthermore, managing multi-currency is a massive headache for most business owners. Calculating exchange rates, dealing with foreign bank accounts, and filing quarterly reports requires precision and deep knowledge of tax laws. A single mistake can result in hefty IRS penalties. Our integrated payroll services completely remove this burden. We ensure your employees are paid accurately and on time, and we seamlessly sync your payroll expenses directly into your general ledger. This integration provides a real-time, accurate view of your true labor costs, allowing you to make informed decisions about hiring and pricing. By tracking when money is coming in and when it needs to go out, we provide a clear cash flow forecast. This prevents overdrafts, ensures you have funds to pay vendors, and helps you collect from customers faster.
One of the biggest fears businesses have during a software conversion is losing their historical data. Banks and investors require up-to-date, accurate financial statements before approving loans or funding. We don't just migrate opening balances; we migrate detailed historical General Ledger transactions. We handle complex AP and AR management to ensure all open invoices and unpaid bills are perfectly mapped. This ensures your aging reports are accurate from day one in your new QuickBooks file.
We also specialize in catch-up bookkeeping if your financial records are a mess before the migration. Our team ensures that bad debt is minimized and your cash flow remains healthy and predictable. We don't just record what happened; we help you plan for the future. Our team ensures that every journal entry—wages, taxes, and benefits—maps to the correct accounts in your chart of accounts. This deep integration is a core component of our outsourced bookkeeping services.
Beyond ongoing bookkeeping, CountRights is a recognized leader in accounting software migration. Transitioning between platforms like NetSuite, Sage, or Xero to QuickBooks can be a daunting task fraught with the risk of lost data and mismatched balances. A failed migration can set a business back months and require expensive CPA intervention to fix. Our conversion experts meticulously map your chart of accounts, historical transactions, and opening balances to ensure a zero-data-loss migration.
Whether you are outgrowing basic software like Wave or FreshBooks, or you are downsizing from an expensive ERP like Sage Intacct or NetSuite to a more cost-effective solution like QuickBooks Online, we have a dedicated migration page for your specific needs. We handle complex Sage 50 conversions, Sage Intacct migrations, and NetSuite transitions with absolute precision. Our process guarantees that your historical financial data is preserved, meaning your comparative reporting remains perfectly accurate year-over-year. To keep your new file perfectly up to date, we highly recommend pairing your migration with our ongoing monthly bookkeeping services.
We serve a diverse range of industries, including e-commerce, real estate, professional services, and construction. Because we are a remote accounting firm, we are uniquely positioned to support businesses across the US, UK, and globally. We understand the nuances of multi-currency transactions, sales tax compliance across different states, and remote CPA collaboration. For example, e-commerce businesses require specialized tracking for merchant fees (like Stripe or PayPal), inventory costing, and multi-channel sales synchronization. Real estate firms need tracking for property-specific income and expenses, trust accounts, and tenant deposits. Our team is trained on these industry-specific reporting standards to ensure your books reflect the true operational reality of your niche.
Save money with outsourced accounting. Hiring a full-time, in-house bookkeeper or CPA is expensive when you factor in salary, benefits, payroll taxes, and software training. By partnering with CountRights, you get a team of certified experts for a fraction of the cost. You only pay for the exact bookkeeping and migration services you need, allowing you to allocate capital to growth initiatives instead of overhead.
Our virtual bookkeeping process is powered by best-in-class cloud technology. We utilize secure, read-only bank feeds to automatically import your daily transactions. This means we never need your actual bank passwords, and you maintain total control over your funds. We use advanced optical character recognition (OCR) technology for receipt and invoice capture, meaning you can simply snap a photo of a receipt on your phone, and our system will automatically extract the vendor, amount, and date, matching it to the corresponding transaction in your accounting software. This drastically reduces manual data entry and ensures every expense is documented for tax purposes.
For document storage and sharing, we use encrypted, SOC-compliant secure portals. You will never have to email sensitive financial documents as unsecured attachments. Everything is logged, tracked, and stored securely in the cloud. This level of technological integration allows us to work seamlessly with your internal team and your external CPA, ensuring everyone has access to the most up-to-date financial data in real-time. To keep your new file perfectly up to date, we highly recommend pairing your migration with our ongoing monthly bookkeeping services.
Transitioning to a new bookkeeper can feel overwhelming, but we have perfected the onboarding process to make it completely painless. It starts with a free consultation where we review your current financial health, discuss your goals, and identify any immediate red flags. From there, we grant secure access to your accounting software and bank accounts. If your books are behind, we immediately initiate our catch-up bookkeeping process to bring everything current. Once your books are clean and up to date, we transition you to our ongoing monthly bookkeeping service.
Whether you are months behind on your books, planning a major software conversion, or simply need reliable monthly bookkeeping support, CountRights is here to help. We bring trust, accuracy, and advanced technology to your financial management. Want to learn more? Visit our Knowledge Hub for expert accounting tips, or click the "Request Callback" button above to schedule your free consultation today.
We believe in complete transparency. Our accounting software migration pricing is custom-quoted based on your transaction volume and the complexity of your chart of accounts. We offer affordable, flat-rate project fees—meaning no surprise hourly invoices while we convert your data.
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