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Wave to QuickBooks Online Migration

Wave to QuickBooks Online Migration

Wave is a good start for a small business. When you need payroll, inventory or better reporting, we move your customers, vendors, transactions and balances into QuickBooks Online.

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What we move over

Real_Time_Access

Chart of accounts

Mapped to a clean QuickBooks Online structure.

Automatic_Updates

Customers and vendors

Contact records with their details.

Enhanced_Collaboration

Invoices and bills

Open items and the history you need.

Integrations

Products and services

Items with prices and income accounts.

Data security

Opening balances

Bank, card and loan balances that match.

Simplified_Transactions

Bank feeds

Bank and card accounts connected.

Financial_Insights

What needs care

Wave exports do not always include every detail. We check the exports early and fill gaps with you before conversion.

Cost_Effective

Clean handoff

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

Why businesses are leaving Wave

Common reasons we hear:

  • The business needs inventory tracking
  • Payroll needs have grown
  • The accountant wants fuller reports
  • More apps connect to QuickBooks Online

How it works

Data_Integrity_and_Completeness

1. Discovery call

We look at your Wave 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 pull the data out of Wave and fix problems 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 can you bring over?

Usually all of it, depending on what Wave exports. We confirm this early.

We set up and connect your payroll provider. We do not run payroll.

Yes. We connect your bank and card accounts as part of the setup.

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.