Frequently Asked Questions (FAQs)

FAQs - Kelowna Accountant
We can convert from a wide variety of accounting software to QuickBooks Online or Xero.
MS Great Plains
AccPac
Sage 300
FreshBooks
Custom written software
Proprietary accounting software
Industry specific accounting software

We can help if you need to transition to QuickBooks Desktop or QuickBooks Enterprise from a 3rd party proprietary or legacy system. 

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

We can convert from Sage Online to QBO or Xero, however both QBO and Xero offer free conversions options

For cleanup and special projects we typically charge by the hour or unit of work. For catchup bookkeeping we base our fee on the # of pages of bank and or credit card statement. For rescue-files we charge by the hour. Check our pricing page here for more information.
We can convert as many years as you have available. Our most popular conversion is opening balances plus one year of history.
We 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.
We have developed a proprietary process that allows us to convert many typps of accounting software. This process is faster than the manual excel process used by other firms and usually less expensive. As CPAs our conversions ALLWAYS balance!
Once we get started on a conversion it can often be completed in 48 hours.
Do you have a question not answered here? Please connect with us. The first session is complimentary.