BookkeepingFEB 11, 20258 min read
Migrating from Spreadsheets to QuickBooks Online, a 14 Day Plan
Two week migration plan we run with new clients. Includes chart of accounts and bank feed setup.
Migrating from spreadsheets to QuickBooks Online is one of the highest leverage moves a growing business can make. Done well, it takes two weeks.
Days 1 to 3: design the chart of accounts. This is the foundation, so take time here. Days 4 to 6: import opening balances and connect bank feeds. Days 7 to 10: categorize the last 90 days of transactions and reconcile. Days 11 to 14: set up recurring transactions, sales tax, and reporting.
The output is a live, connected system your accountant can trust and your team can use.