New setup
£120 from
Starting fresh in QuickBooks Online, or a new business.
- Company, VAT and MTD settings
- Chart of accounts for your trade
- Bank feeds and rules
- 1:1 walkthrough
QuickBooks Online · Derby & UK-wide
Move to QuickBooks Online without losing a penny of history
Migration, setup and training by a chartered certified accountant — every balance reconciled before you rely on it, and a fixed fee agreed before any work starts.
- Free 30-minute review
- Fixed fee, quoted up front
- 30 days of aftercare
- £120 Setups from
- 1–3 wks Typical migration
- 100% Balances reconciled
- 30 days Free aftercare
Where you're coming from
Whatever you use today, there's a clean route to QuickBooks Online
Desktop files, other cloud packages or a folder of spreadsheets — each gets a migration plan written for it, not a generic import.
- QuickBooks Desktop
- Sage 50
- Sage Business Cloud
- Xero
- FreeAgent
- FreshBooks
- Excel & spreadsheets
- Something else
What comes across
Your whole financial history, checked line by line
A raw import moves data. A proper migration proves it arrived intact: trial balance, debtors, creditors and VAT agreed to your old system before switch-over day.
Your old file stays archived as a permanent, read-only record.
- Chart of accounts, mapped to how you trade
- Customers and suppliers, de-duplicated
- Products, services and price lists
- Opening balances, agreed to your last accounts
- Open invoices and unpaid bills
- Bank, credit-card and loan balances
- Historical transactions or monthly summaries
- VAT codes, schemes and MTD connection
- Classes, locations and tracking categories
- Fixed assets and depreciation schedules
- Payroll history and pension settings
- Attachments and supporting documents
How it works
Five steps, one fixed price, no surprises
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Free review
Thirty minutes on screen-share: what you use now, what's messy and what you need QuickBooks to do.
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Written plan & quote
A fixed fee, a target switch-over date and exactly what will move — agreed before anything starts.
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Build & migrate
Chart of accounts, VAT and bank feeds set up, then your data moved in a rehearsed, tested import.
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Reconcile & sign off
Every balance agreed to your old system. You see the proof before we switch over.
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Train & support
Hands-on training for you and your team, a one-page cheat sheet, and 30 days of questions answered free.
After the move
Get paid sooner, straight from QuickBooks
Once your books are clean, put them to work. I set up QuickBooks so invoices chase themselves and you always know who owes what.
Automatic reminders
Polite, personalised reminders sent before and after due dates — on a schedule that suits each customer.
Pay-now links
Card and bank payment links on every invoice, so customers can settle in a couple of clicks.
Recurring invoices
Retainers, rent and subscriptions billed automatically on the same day every month.
Monthly statements
Customer statements sent automatically, so nothing outstanding gets quietly forgotten.
Bank rules that learn
Bank feeds and matching rules configured so most transactions categorise themselves.
Aged-debt reviews
A monthly look at who's paying late and why — with a plan for the stubborn ones.
Why not just use the import tool?
A do-it-yourself import versus a managed migration
| What you need | DIY import | With Accounts & Business Services |
|---|---|---|
| Lists and transactions moved across | Yes | Yes |
| Chart of accounts rebuilt to fit your business | No | Yes |
| Opening balances reconciled to your last accounts | No | Yes |
| VAT scheme and MTD connection checked | No | Yes |
| Bank feeds, rules and reminders configured | No | Yes |
| Training for you and your team | No | Yes |
| An accountant to call when something looks odd | No | Yes |
Fixed fees
Pick the help you need
Every job is quoted in writing after the free review. VAT is added where applicable.
Full migration
Fixed quote
From Desktop, Sage, Xero or spreadsheets — priced on your data, agreed before we start.
- Everything in New setup
- History and open items migrated
- Balances reconciled and signed off
- Team training and cheat sheet
- 30 days of aftercare
Cleanup & catch-up
£75 / month of backlog
Already in QuickBooks, but the books have got away from you.
- Unreconciled accounts sorted
- Duplicates and suspense cleared
- VAT returns brought up to date
- Routine set so it stays tidy
Common questions
Before you switch
Will I lose any data moving from QuickBooks Desktop or Sage?
No. We agree up front what moves in full and what moves as summaries, then reconcile every balance against your old system before switch-over. Your old file is archived as a read-only record you can always go back to.
Do I have to stop trading or invoicing during the move?
No. Switch-over is planned for a clean cut-off date — usually a month or quarter end — and you keep working in your old system until then.
How long does a migration take?
Most small businesses are live within one to three weeks. Larger files, multi-currency or several years of history can take longer; you'll get a target date in your written plan.
Which QuickBooks Online subscription should I buy?
That's part of the free review. Many small businesses overpay for features they never use — I'll recommend the plan that fits how you actually trade, and whether payroll belongs inside it.
Is my VAT and Making Tax Digital set up handled?
Yes. VAT codes, your scheme (standard, flat-rate or cash accounting) and the MTD connection to HMRC are configured and checked before your first return.
Can you work with us if we're not in Derby?
Yes — almost all QuickBooks work is done over screen-share, anywhere in the UK. Derby-area clients are welcome to train at the Sadler Gate office.
Free QuickBooks review