Know your data, your timeline, and your workflows — before you convert.
A full inspection of your QuickBooks Desktop file, converted into a 30-Day QuickBooks Online Advanced trial, plus a step-by-step checklist so you can take it live yourself.
Do you like surprises? We don't — and neither should you, on something as disruptive as a QuickBooks conversion.
The Conversion Evaluation is the safe way to find out what moving to QuickBooks Online will actually look like, before anyone commits to it. We inspect your desktop company file and build a Migration Readiness Report that answers three questions in plain language: how much of your data will convert cleanly, how long the process will realistically take, and whether the way you actually work — inventory, job costing, classes, custom reports — will carry over to QBO.
From there, we convert your data, in its current condition, into a real 30-Day QuickBooks Online Advanced trial. You get to see it and use it before it's real. When you're ready, you'll have a Go-Live Workflow Checklist that walks you through moving your reviewed data into your live QBO subscription yourself, on your own schedule.
Your desktop file keeps running normally the entire time — nothing about your day-to-day bookkeeping changes during the evaluation.
WHAT'S INCLUDED
- Full inspection of your QuickBooks Desktop company file
- Migration Readiness Report — data, timeline, and workflow findings in plain language
- Trial conversion of your data into a 30-Day QuickBooks Online Advanced company
- Sandbox access to test real workflows against real financial history
- Go-Live Workflow Checklist for a self-guided move to your live subscription