Cloud Accounting Expert

Frequently Asked Questions (FAQs)

FAQs - Kelowna Accountant

I can convert from a wide variety of accounting software to QuickBooks Online or Xero.

MS Great Plains


Sage 300



Wave Accounting

Custom written software

Proprietary accounting software

Industry specific accounting software

Any many more, if you can export a General Ledger to excel, I can convert it.

I can help if you need to transition to QuickBooks online from QuickBooks Desktop or QuickBooks Enterprise. 

All of my migration and setup services also apply to Xero. I can convert from a legacy or desktop software to Xero, recommend and setup software that works with Xero and your business 

Yes I can convert from Sage Online to QBO or Xero, but I do not convert TO Sage Online

For cleanup and special projects I typically charge by the hour or unit of work. For catchup bookkeeping, rescue ore cleanup I charge by the hour.
Check my pricing page here for more information.

I can convert as many years as you have available. My most popular conversion is lists, opening balances plus one year of history.

I recommend that you use a 3rd party software (Payworks, WagePoint etc). Payroll conversions can be done separately from the software conversion. If you are already using a 3rd party payroll system, there isn’t anything that needs to be done.

I have developed a proprietary process that allows me to convert many types of accounting software. This process is faster than the manual excel process used by other firms and usually less expensive. My conversions ALWAYS balance!

Once I get started on a conversion it can often be completed in as little 48 hours.

Do you have a question not answered here? Please connect with me. The first session is complimentary.