Data Migration
Switching between accounting platforms can be a complex process, but with Zie Pie, it’s seamless. Our Data Migration and Account Setup Service takes the hassle out of moving your financial data, providing a smooth transition between platforms like QuickBooks Online, QuickBooks Desktop, Xero, WaveApps, and more.
Our comprehensive data migration service handles all aspects of your financial data, including:
We migrate your entire transaction history, so you have access to past records without interruption.
All your open and closed invoices, bills, and payment records are transferred, ensuring a complete picture of your accounts payable and receivable.
We replicate your Chart of Accounts to maintain consistency and structure in your new platform.
Our service includes full migration of customer and vendor records, including contact details, payment terms, and history.
We ensure all key financial reports, such as balance sheets, profit and loss, and cash flow statements, are set up in your new system for instant access.
We begin by analyzing your current platform setup and understanding your requirements for the new platform. This helps us plan a smooth migration without data loss or disruption.
Our experts prepare and map your data to align with the new platform’s structure. This step ensures a one-to-one match between accounts, transactions, and records.
We perform a comprehensive, full data migration, moving all essential data securely and accurately. With automated checks and validation, we ensure no details are overlooked, and data integrity is maintained throughout.
After migration, we configure your new accounting platform based on best practices, tailoring it to your specific business needs. This includes account settings, tax codes, and customizations to streamline your financial operations.
Our team conducts thorough testing to verify that all data has been correctly transferred and is functioning properly in the new platform. We run validation checks and provide you with reports to confirm accuracy.
To help your team get acquainted with the new system, we offer training and support, ensuring you’re confident in navigating the new platform’s features and reports.
