QuickBooks ProAdvisor; Multi-Entity Desktop→Online Migration (Done-For-You)

Posted 2 months ago

Worldwide

Summary

QuickBooks ProAdvisor: Multi-Entity Desktop to Online Migration (Done-For-You, Fixed Price) We run a multi-location car wash group based in Austin, TX, and need a certified ProAdvisor to fully execute a migration of 6 QuickBooks Desktop company files to QuickBooks Online before the QB Desktop 2023 end-of-life deadline. You own this project end-to-end. You choose the right migration method, run it, verify it, and take care of the details. We will give you accountant-level access and approve decisions; we do not want to be in the weeds. This is a done-for-you engagement. You drive; we approve. THE WORK 6 Company Files: 5 entities + 1 personal. One master operating file carries ~1,900 GL accounts, 4 location/service classes (2 sites x wash/detail), equity sub-accounts already at QBO's 5-level depth limit, 29 bank/credit-card accounts, ~37 Texas employees, and ~5,300 vendors (mostly dormant). The other 5 files are far simpler. Method Selection: You choose and justify the migration method PER FILE: Intuit's native Desktop-to-Online tool, Intuit's Dataswitcher-assisted conversion, or a clean manual lists-and-balances rebuild. We know the native tool can flatten sub-accounts or stall on large files; we want your judgment on the safest path, not a one-size-fits-all answer. (No unsupported third-party tools or custom IIF scripting allowed.) Payroll Migration: Two payroll files move off Intuit Assisted Payroll Desktop: the operating file will go to QBO Payroll Premium, and the personal file will go to QBO Payroll Core. WHAT YOU'LL DO (Full Scope, Done by You) Pre-migration cleanup: Clear stale A/P, reconcile every bank account through the last statement date, run Verify/Rebuild, and confirm each file is healthy and under the conversion limits for your chosen method. Setup & Recommendations: Recommend the method per file and stand up the 6 QBO companies (company profile, fiscal year, chart of accounts, location classes on the operating file, bank feeds, and user roles). Execution: Execute the migration for all 6 files (operating file first) in an agreed sequence. Verification: Verify each migration (Trial Balance, Balance Sheet, P&L by class, A/R and A/P aging, undeposited funds, sales-tax, and payroll-tax liability) back to the pre-migration QBD reports. Fix anything flattened, dropped, or reclassified. Payroll cutover: Full setup in QBO Payroll for both files. Re-enter direct deposit, W-4, PTO, and deductions, and verify YTD wages + tax withholdings tie to the last filed 941s. Handle the quarter-end filing handoff cleanly. Post-migration cleanup: Bulk-inactivate dormant vendors, merge duplicate accounts, confirm the class hierarchy survived intact, and rebuild the recurring transactions and saved reports actually in use. Bank Feeds: Reconnect bank feeds and complete the first QBO reconciliation against the last QBD reconciliation. Support: Provide a 3-week parallel-run support window with a weekly check-in + issue resolution until the books are stable. BUDGET & PRICING Fixed Price: This is a fixed-price contract for the full done-for-you scope above. Target Range: $1,500 to $2,500. Higher rates will be considered for an exceptional fit. Please quote ONE flat number in your proposal. Optional Add-on: Provide a separate flat add-on quote if you recommend a full Chart-of-Accounts cleanup (merge duplicates, standardize numbering, and a 2-year historical tidy). REQUIREMENTS Active Intuit ProAdvisor certification (QBO Advanced). Please link your profile. You have personally executed Intuit ASSISTED PAYROLL Desktop to QBO Payroll cutovers for US multi-entity clients, including YTD wage + withholding verification against filed 941s. You have migrated large/complex files and know when the native tool is the wrong choice. Multi-class P&L experience in QBO Advanced is required (the class hierarchy must survive intact). You can own a project end-to-end and chase down the details yourself. Strong written English. We work in short written memos, not daily Zooms. At least 3 hours of daily overlap with US Central Time (Austin, TX) during the migration window. Freelancers in the Philippines and Latin America are welcome to apply. Upwork only; accountant-level access only; all client data must be deleted at the end of the project. NOT A FIT IF: You answer "use the native tool, it's free" with no discussion of its limits. On a file this size, that tells us you haven't done complex migrations. You pitch custom scripting or an unsupported, non-Intuit conversion tool. You answer screening questions with "let's discuss on a call." We need written answers first. You cannot name referenceable US multi-entity migrations you personally led. You are a large outsourcing shop that rotates junior staff. We need ONE named lead who personally owns and does this work.

  • $2,500.00

    Fixed-price
  • Expert
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Bank Reconciliation
Intuit QuickBooks
Activity on this job
  • Proposals:5 to 10
  • Last viewed by client:4 weeks ago
  • Interviewing:
    3
  • Invites sent:
    30
  • Unanswered invites:
    18
About the client
Member since May 1, 2026
  • United States
    6:38 PM

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