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Excel and Spreadsheets to QuickBooks Online

Excel and Spreadsheets to QuickBooks Online

Running the business on spreadsheets works until it does not. We turn your Excel or Google Sheets records into a proper QuickBooks Online file, with clean lists, opening balances and the history you need.

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Tell Us How We Can Help

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What We Move Over

Real_Time_Access

Excel and Google Sheets

We work with whatever format your records are in.

Automatic_Updates

Chart of Accounts

A proper chart of accounts built from what you track today.

Enhanced_Collaboration

Customers and Vendors

Contact lists cleaned and de duplicated.

Integrations

Invoices and Bills

Open items and the history you want to keep.

Data security

Opening Balances

Bank, loan and card balances set up correctly.

Simplified_Transactions

Bank Feeds

Bank and card accounts connected so new transactions flow in.

Financial_Insights

What Needs Care

Spreadsheets often have gaps, duplicates and inconsistent formats. We flag anything that needs a decision so you or your bookkeeper can confirm it.

Cost_Effective

Clean Handoff

Notes and training so your team can carry on without gaps.

Why Businesses Are Leaving Spreadsheets

Common reasons we hear:

  • The spreadsheets have grown too big to manage
  • Tax time takes too long
  • The business needs payroll, bank feeds or invoicing
  • A bookkeeper or lender wants proper financial statements

How It Works

Data_Integrity_and_Completeness

1. Discovery Call

We look at your spreadsheets data, how much history you have and what you want from QuickBooks Online.

Customization_and_Configuration

2. Fixed Quote

You get a written scope, timeline and price.

Backup_and_Security

3. Extract and Clean

We review every spreadsheet, standardize the data and fix gaps before it moves.

Training_and_Support

4. Migration

We map the data into QuickBooks Online and connect banks and payroll.

Integration_with_Third_party_Applications

5. Tie Out and Handoff

We confirm the numbers match, then hand everything to you or your bookkeeper.

How long does it take? Most projects take 2 to 4 weeks, depending on how many years of history you bring over and the condition of the data. We agree a cutover date up front so there is no gap in your books.

Questions People Ask

How much history should we bring over?

Usually the current year plus opening balances. We can bring more if you need it.

No. Cleaning them up is part of the project.

Yes. We set up the file, the users and the bank connections.

Yes. We work white label for many bookkeeping firms and hand the finished file straight back to you.

Why Choose True Tally Services?

  • 25+ Years of Data Integration: Old, custom and unsupported systems are routine for us.
  • Built for Bookkeepers: Many firms use us white label.
  • Fixed Pricing: You get a written scope and price before we start.
  • Numbers That Match: Every project ends with a tie out report and a clean handoff.

Ready to Move Off the Desktop?

Tell us what you use today and where you want to be. We will reply within one business day. Book a call.