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Can you move me from spreadsheets to QuickBooks?

Yes, and it is the most common QuickBooks setup we do. The work is mostly in the migration rather than the software: we agree your opening balances with whoever prepared your last accounts, import your customer and supplier lists, bring in transaction history from your bank, and set up a chart of accounts that reflects your trade instead of the generic default.

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Frequently Asked Question

Can you move me from spreadsheets to QuickBooks?

Yes, and it is the most common QuickBooks setup we do. The work is mostly in the migration rather than the software: we agree your opening balances with whoever prepared your last accounts, import your customer and supplier lists, bring in transaction history from your bank, and set up a chart of accounts that reflects your trade instead of the generic default.

July 17, 2026

Yes, and it is the most common QuickBooks setup we do. The work is mostly in the migration rather than the software: we agree your opening balances with whoever prepared your last accounts, import your customer and supplier lists, bring in transaction history from your bank, and set up a chart of accounts that reflects your trade instead of the generic default. Then we connect bank feeds, build the categorisation rules that make the ongoing work small, and check the first few weeks of postings before leaving you to it. Spreadsheet migrations are usually cleaner than software-to-software ones because there is no hidden structure to unpick. Allow a couple of weeks, most of which is waiting rather than working.

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