QuickBooks Data Migration Services

Having performed thousands of QuickBooks data migrations from hundreds of different platforms including migrations from complex ERP systems or between QuickBooks Desktop and QuickBooks Online, we can help you make the move stress free.

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How We Help With QuickBooks Data Migration

Converting your accounting system or ERP system can be daunting, even if you’re just switching between different QuickBooks products. Depending on how long you’ve been in business there may be several GB of data, and your current accounting system is likely not a 1-to-1 match with QuickBooks. Don’t worry about confusing QuickBooks conversion tools. Our experts will migrate your data safely and securely saving you time and a headache.

Working with Fourlane you’ll have a dedicated QuickBooks data migration services specialist who will assess your unique situation, determine which QuickBooks products you’ll need, and work with you to develop a phased conversion plan. We also employ full time programmers who will manage the export, cleaning, and import of your historical data. Post-conversion, your team will be fully trained on the new system, and we’ll help you put efficient processes in place that allow you to make the most of your new system.

Keep your historical data

Ensure all your most important business history is converted. Feel confident that all historical data will be properly migrated to the new system.

Reduce double entry

Speed up the time to conversion. Reduce time spent working in two systems and eliminate double entry.

Get set up correctly from the start

Ensure your system is set up correctly – all tables and databases are working and your bank accounts are properly linked.

Extend and customize QuickBooks

Build on top of your QuickBooks. We have experienced programmers who can leverage the QuickBooks API to build modules and add-ons.

Get more out of your software

Get more out of your QuickBooks. We can show you how to use the 150+ out-of-the-box reports, and custom create reports unique to your business.

We're there for you long-term

Have an ongoing support team to troubleshoot issues and ensure your QuickBooks is growing with your business.

Why Outsource My QuickBooks Data Migration?

Migrating from one accounting or ERP system to another or from one version of QuickBooks to another can be a daunting task to undertake if you’re not familiar with the process. Make the strategic choice to outsource your software migration for a seamless transition. Companies like Fourlane have helped large and small businesses across various industries migrate to QuickBooks. The benefits of outsourcing include:

  • expertise and experience
  • a faster turnaround
  • minimal business disruption
  • accuracy
  • tailored customizations
  • ongoing support and training
  • cost savings in the long run
  • scalability
  • risk mitigation
Business woman and business man explaining processes on the computer.

Why outsource your QuickBooks data migration? To save your business time and money in the long run. Take the stress out of the transition when you choose Fourlane as your QuickBooks Solution Provider.

Customer Story

Fourlane guides Hotsy Pacific through a QuickBooks conversion and business process renovation

Hotsy Pacific has been a Bay Area provider of industrial cleaning equipment and pressure washers for 30 years. When their controller decided to retire, and corporate headquarters required a bookkeeping renovation, the Hotsy Pacific team looked to Fourlane to lead them though a transition from BusinessWorks to QuickBooks Enterprise.

Hotsy Pacific

Industry Experts

A Partner That Understands Your Business & Industry

Fourlane’s QuickBooks data migration experts have worked with thousands of businesses within virtually every industry to help them convert to QuickBooks. We offer a fully customized QuickBooks implementation specific to the unique needs your industry requires. Whether you run a small retail store, an international manufacturing business, a residential construction company, a law firm, a software company, or a fast growing nonprofit, we’ve seen it, done it, and can help.

Fourlane DRIVETM

At Fourlane, we have a proven client engagement process that helps ‘drive’ long-term success.

1. Discover

We begin by understanding your systems and current processes to discover root issue and potential challenges.

2. Right Fit

Receive open and authentic communication from our team on which products are right for you.

3. Inform

Our comprehensive and informative project scoping process is designed to eliminate any potential roadblocks.

4. Vision Implementation

Your project commences with the end goal of getting the right data to make informed business decisions.

5. Endless Execution

Our ongoing review of systems & output to ensure processes are being followed and your investment is being executed.

quickbooks pro badges

QuickBooks ProAdvisors

Certified QuickBooks Migration Experts

Having performed thousands of QuickBooks data migrations and implementations in all fifty states, our team of certified QuickBooks ProAdvisors has knowledge and experience you can rely on in a business partner. Get help with migrating, implementing and optimizing the right QuickBooks solution for your business.

#1 QuickBooks Reseller

Get preferred pricing on select QuickBooks products and services

Fourlane is one of the country’s top Elite QuickBooks Solution Providers and Consulting Firms and has been awarded Intuit’s prestigious Elite QuickBooks Solution Provider of the year every year since 2010. If you’re looking to convert to QuickBooks, we can help with the whole process from purchasing QuickBooks to moving your existing accounting data to QuickBooks.

“Fourlane’s broad expertise in all of Intuit’s products gives them the ability to provide exceptional service to QuickBooks’ users. As a QuickBooks Solution Provider, we count on solutions Fourlane provides to small- and mid-sized businesses all over the country. They are an important part of Intuit’s Reseller channel.”

-Simon Pass, Intuit Reseller Program Sales Leader

QuickBooks products

What Our Clients Are Saying

Fourlane is a stellar organization as a whole. They are in it for the long haul and it shows. They positively revolutionized our entire accounting process. They’ve been very patient in the planning phase of our new ERP system. We’ve entrusted Fourlane with the future of our business and it’s been the best move we’ve made to date.

Gemma Goeas - Fourlane

Gemma Goeas

Accounting Director, KniTec

We have been working with Fourlane for over three years now.  They are wonderful and a pleasure to work with. They have improved our inventory management and month-end process tremendously!


Jonathan Miller

CFO, Earth Animal Ventures

My Quickbooks company file was enormous, with some data corruption, so we needed to migrate to a new file. Fourlane had the expertise, tools, and friendly staff to get us set up with a new file, keeping important data, and purging the old data, all with minimal downtime.  I put my company’s future in Fourlane’s hands, and they delivered!

John Costelli - Castle Merchandising

John Costelli

President, Castle Merchandising

Fourlane helped us convert from NetSuite to Quickbooks. I’m very impressed with the professionalism and competency of everyone at Fourlane, without exception. Fourlane is extremely knowledgeable and helpful. We had a short deadline and Fourlane in to make sure we were able to meet it, as well as to patiently explain the process. 


Jim Roundtree

CFO, Cinsay

Join thousands of businesses who trust Fourlane to move them to QuickBooks

Migrating your accounting system or ERP system can be daunting, let us do the heavy lifting for you and remove the stress of converting to QuickBooks – get a free consultation today.

FAQs About QuickBooks Data Migration Services

QuickBooks data migration is the process of transferring financial data, including company files, transactions, customer information, vendor details, and balances, from one version or platform of QuickBooks to another.

Businesses may need to migrate their data in QuickBooks to upgrade to a newer version of QuickBooks, switch from QuickBooks Desktop to QuickBooks Online, merge multiple company files, or consolidate data from different sources into one company file.

1.  Determine which QuickBooks products are needed. Your dedicated QuickBooks data migration expert will spend time getting to know your business, as well as your current system. We’ll learn exactly what your team needs out of an accounting system, and which QuickBooks products you’ll need. This may include QuickBooks Enterprise, Payroll, Point-of-Sale System, or Field Service Management.

2. Set up your QuickBooks template file. This process requires developing the proper workflows that will make QuickBooks fit your business like a glove, and ensure that we can perfectly absorb all of the data from your current accounting system. During this brief period, you may want to be doing double entry in your old system and in the new QuickBooks file. You pull data, including reports such as Accounts Receivable and Accounts Payable, P&L, balance sheets by month, and any other data that needs to convert to QuickBooks.

3. Go live and train your team. Training your team is crucial to ensure that your company successfully transitions to the new software. We’ll do a training to make sure your team knows how to use your new system. Fourlane is known for its training; we have more than 200 training videos on our website because we want all QuickBooks users to be successful, even if they aren’t our clients.

4. Close and review your books. This process helps us determine if there are any other additional data or monthly reports you need to run your business. Many times we don’t realize which information is important until we no longer have access, so we’ll do a thorough double-check to make sure we’ve imported everything you need. If there are additional files which need to be moved, we’ll pull them over from your old system to QuickBooks.

5. Follow up and maintenance. We’ll let you run the QuickBooks software for a month or so and then check in and see how things are going. If you’re having problems, we’ll try to nip them in the bud. And if there are features or data that were left behind in your legacy system, we’ll retrieve them. We also encourage ongoing monthly / quarterly closing services to help you stay on track. Our goal is to make sure you are getting the most out of your accounting software.

Yes, QuickBooks provides tools to help businesses migrate their data from QuickBooks Desktop to QuickBooks Online. However, if you want to migrate more data than what the limited built in tools allow, you will need someone like Fourlane to provide additional QuickBooks data migration services.

The security of your data is one of our top priorities at Fourlane. QuickBooks software includes several redundancies to help secure your data including encryption and regular backups. Fourlane adds another layer of security during the conversion process with precise and detailed steps that help to maintain the integrity of your company data.

Key data, such as customer and vendor information, chart of accounts, open invoices, and transaction history, can generally be transferred to QuickBooks. The specific data that can be migrated may vary based on the source system.

Some common challenges during QuickBooks data migration include data mapping issues, differences in data structure between source and destination files, data cleanup and preparation, and ensuring data integrity and accuracy.

Each conversion’s timeframe varies depending on the:

  • size of the company
  • complexity of the data
  • level of customization required 

At Fourlane, we strive to minimize disruptions and plan the conversion strategically to ensure your business operations continue smoothly. Once you meet your conversion expert, the timeline and expectations will be discussed and tailored to meet your specific needs.

Yes, historical transactions and data from previous accounting software can typically be migrated to QuickBooks, although the process may require additional steps and customization depending on the source software.

Yes, it is possible to merge data from multiple QuickBooks company files into one consolidated company file using advanced data migration techniques and tools.

Before starting the QuickBooks data migration process, it’s important to create backups of the source and destination files, review data mapping and mapping requirements, clean up and organize data, and communicate the migration plan with stakeholders.

QuickBooks is a widely used accounting software that offers user-friendly features, extensive reporting capabilities, and integration with various third-party applications. Businesses often switch to QuickBooks to improve efficiency and gain better control over their financial data.

QuickBooks offers various versions, including QuickBooks Online and QuickBooks Desktop. The choice depends on factors such as business size, industry, and specific needs. Understanding the differences between these versions is crucial in making an informed decision – our QuickBooks product experts can also help you determine which product is right for your business.

QuickBooks is easily customizable, and Fourlane’s consultants are well-versed in the software, which allows our experts to tailor the platform to match your unique needs. Your QuickBooks consultant will help ensure that QuickBooks functions as you want it to for your specific business.