Wave to QuickBooks Online Migration with Cloud Accounting

Switching from one accounting platform to another can feel overwhelming. But with Cloud Accounting, moving from Wave to QuickBooks Online is simpler than you think. Trust your migration to one of the UK’s leading accounting firms. We make sure your transfer from Wave to QuickBooks Online is seamless and hassle-free.

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Why Migrate to QuickBooks Online?

As your business grows, so do its needs. Wave is a great option for freelancers and small businesses, offering basic accounting tools and ease of use. However, as your operations scale, you may need more powerful features and deeper financial insights. That’s where QuickBooks Online comes in. It’s designed for growing businesses—capable of handling larger transaction volumes, complex financial data, and comprehensive reporting. Plus, its ability to integrate with a wide range of business tools ensures your operations stay connected and efficient.

Simply put, migrating to QuickBooks Online is a strategic step in scaling your business smoothly. Let Cloud Accounting help you take that step with confidence.

QuickBooks Online Migration Process

Discovery

Evaluate: Understand your requirements and assess the current setup.

Plan: Outline a tailored migration strategy.

Setup

Tailoring: Configure QuickBooks settings to your needs. setup.

Add-Ons: Integrate add- ons to boost eficiency.

Migration

Transition: Transfer financial data securely to QuickBooks.

Verification: Double-check for data integrity.

Empowerment

Train: Provide QuickBooks Online training to your team.

Support: Help with any post-migration issue.

The Next Step: From Wave to QuickBooks Online

In the digital age, financial data is more than just numbers – they are your assets. The thought of migrating this extensive and invaluable data can be discouraging. At our core, we believe that a system migration is not about forgetting your past. Instead, it’s about building upon it. While switching from Wave , we ensure that none of your valuable data is lost in the process.

But our commitment doesn’t end once the migration is complete. We want to help you do more than just move your data. If needed, we can guide you through key QuickBooks features and suitable add-ons to enhance your business operations.

End-to-End Conversion

Switching to QuickBooks Online is only your first step, and we’ve got your back from there. We’ll train you and provide ongoing support so that you feel confident using the software. Whether you’re setting up banking rules or making your own special reports, you can rest easy knowing we’ve got your back.

Our comprehensive Wave to QuickBooks Conversion Service includes:

Company Setup: Establish a new QuickBooks Online organisation for your business.
Chart of Accounts: Customise the chart of accounts to match your business needs.
User Setup: Manage user access to grant permissions to your team or accountant.
Payment Gateway Setup: Integrate payment gateways for faster transactions.
Multicurrency Accounts: Establish multicurrency bank accounts for global operations.
Group VAT Return: Set up Group GST/VAT MTD returns for compliance.
Payroll Setup: Set up employees in QuickBooks Online Payroll, including balances, deductions, and benefits.
Apps Integration: Implement comprehensive consolidated reports

Transaction Import: Import all historical transactions, from invoices to bank transactions from Wave
Contact Import: Migrate all contacts including customers, suppliers, and employees.
Financial Settings: Configure tax codes and financial settings.
Bank Accounts and Feeds: Set up bank and credit card accounts, activate bank feeds.
Department: Set up and import historical departmental data.
Asset Register: Create a fixed asset register and define depreciation rules.
Pension Setup: Establish pension schemes with NEST, Smart Pension, and other pension providers.
Customised Reports: Set up tailored reporting templates.
Consolidated Reporting: Implement comprehensive consolidated reports.
Support & Training: Benefit from 4 hours of live training and 30 days of aftercare.

Extend Your Capabilities

We offer more than migration. Dive deep into our suite of additional services to truly transform your financial management. Explore:

Payroll Migration & Setup

Purchase Order Migration & Setup

Project Migration & Configuration

App Advisory & Ongoing Support

QBO Review & Health Check

QBO Bookkeeping Review & Cleanup

Clients We Worked with

Convert To QuickBooks Online From

We specialise in transferring data from any software that can export data in CSV or Excel format to QuickBooks Online. No matter how complicated your company transactions or currencies you use, our staff guarantees the move is smooth and accurate.