Established MMXXIVAtlanta, GA · Serving All USIntuit ProAdvisor Gold
(877) 290-4522 · [email protected]
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Free tool

QuickBooks Conversion Planner

Need this handled instead of explained? Talk to a US-based, Intuit ProAdvisor Gold team — (877) 290-4522 or [email protected]. Books a mess? Start with the free QuickBooks File Analyzer — 60 seconds, no signup.

Planning a move to QuickBooks? Pick the system you are leaving and what you need to bring across. You will get the right next page, what projects like yours start from, what to gather before you start and the decisions to make. Nothing is sent anywhere until you choose to contact us.

Ram Singh · Intuit ProAdvisor Gold · Updated October 25, 2026

Plan your conversion

What you track




Free planning worksheet

Download the conversion planning worksheet (Excel). It has three tabs: what to gather, the decisions to make, and a cutover sign-off sheet that checks the new file against the old one. Free to use and share with your accountant.

How the price is set

There is no hourly billing. After a free assessment of your actual data, you get a fixed price in writing. Simple files start near $500, inventory and job-cost systems from $2,000, and ERP exits from $5,000. The final price depends on the number of transactions, the years of history and the modules involved. You pay in stages and hold the final balance until the trial balance ties to the penny.

Next step

Email a screenshot of your current system’s About or System Info screen to [email protected] with the years of history you want to keep, and you will get a fixed written quote within one business day. Or start here, or browse all conversion paths.

Need this handled instead of explained? Talk to a US-based, Intuit ProAdvisor Gold team — (877) 290-4522 or [email protected]. Books a mess? Start with the free QuickBooks File Analyzer — 60 seconds, no signup.
Begin

Get a free scoping call.

Tell us what you’re working on. We respond same business day.

Ram Singh, Founder of Numerawise Solutions
Of the Author

Ram Singh · Founder & Principal

Founder of Numerawise Solutions, established MMXXIV in Atlanta. Intuit ProAdvisor Gold tier. Former Intuit Technical Support engineer. Has personally led two hundred accounting software conversions for US small businesses since founding the practice. Reachable directly at [email protected].