Sometimes the DIY approach isn’t the right fit. If your business requires a complete transaction history, complex inventory, or compliance-ready reporting, AccountEdge partners with a trusted third-party conversion specialist to handle the technical details for you.
This service allows you to focus on running your business while experienced professionals manage the conversion process.
When Professional Service Makes Sense
Professional conversion is recommended if you:
Need full transaction history (invoices, bills, payments, payroll where possible)
Have complex inventory, assemblies, or multi-location requirements
Are a CPA or accounting firm managing multiple client conversions
Must meet compliance requirements with complete audit trails
Prefer expert handling and post-conversion support
👉 If you’re unsure whether DIY or professional conversion is right for you, see our [data conversion guide] for a full comparison.
What’s Included in Professional Service
The partner-led service goes beyond basic data transfer to ensure accuracy and smooth setup:
Data conversion: Full chart of accounts, customer/vendor history, item lists, payroll (if applicable), bank reconciliations
Custom data handling: Mapping, validation, and cleanup of complex or unique fields
Error resolution: Fixes and adjustments made during conversion
Consultation & support: Setup guidance and post-conversion assistance to help you transition successfully
How It Works
Your conversion will be handled by our trusted partner, following a structured process:
Step 1: Request Your Quote
Share your business size, setup complexity, and data requirements
Receive a transparent estimate (starting at $1000, custom quotes available)
Step 2: Prepare Your QuickBooks File
Back up your QuickBooks file (the partner works from a copy)
Clean up any unnecessary data (saves time and cost)
Document special requirements (e.g., custom fields, compliance needs)
Step 3: Conversion Process
Initial data analysis and planning
Test conversion with sample data for your review
Full conversion after your approval
Quality checks to validate accuracy
Step 4: Go Live
Review converted data with the conversion specialist
Ask questions and get familiar with your new AccountEdge setup
Begin daily operations in AccountEdge
Keep your original QuickBooks file accessible for historical reference
Pricing & Timeline
Starting at $1000 for basic conversions
1–2 weeks typical turnaround
Custom quotes available for complex or large-scale setups
Transparent pricing with no hidden fees
Making Your Decision
Ask yourself:
How often do you need to reference old transaction history?
Do you have compliance requirements for full audit trails?
Is your time better spent on business operations than managing a technical conversion?
Do you manage multi-location inventory or advanced reporting needs?
Still not sure? Take our quick conversion assessment for a personalized recommendation.
Ready for professional conversion? Request your custom quote at: accountedge.com/conversion-service/