How to Perform Quickbooks Data Migration Services
Our QuickBooks Data Migration Services are designed to provide a seamless, secure, and efficient transfer of your financial data. Below is an in-depth look at each stage of our expert process, ensuring your migration is completed smoothly and meets your business needs with precision.
Stage 1: Technical Consultancy
1-1 Consultation
Our specialists offer a personalized consultation to address all your questions about the Quickbooks data migration process, data export and validation, reviewing custom fields, analyzing data from third-party modules, and resolving any server or hosting challenges.
Service Level Agreement (SLA)
We confirm all migration requirements and establish a Service Level Agreement to ensure mutual understanding and commitment from both parties.
Migration Speed Enhancement
For large-scale data migrations, we offer a Multithreaded Migration solution to significantly speed up the process, up to 10 times faster, while maintaining accuracy. This minimizes downtime and ensures data integrity, which is perfect for data-heavy migrations.
*Note: This option incurs an additional fee; please contact our Consultant Agent for a tailored quote.
Stage 2: Pre-Migration
Target Store Setup and Validation
Our team sets up your target QuickBooks environment, installs essential plugins, and prepares the necessary infrastructure for a successful migration.
Store Customization
We customize the data mapping system and modify your QuickBooks settings to accommodate specific business needs.
Note: Certain requirements may incur additional fees, especially when:
- Data modifications are made directly to the database.
- Data is present in the source database but not the target.
- Data is absent in both default databases.
- Data generated by third-party modules and extensions requires integration.
Stage 3: Demo Migration
Demo Migration
Our experts conduct a Demo Migration, transferring a sample of your data to confirm all configurations are correct. If your data volume is below 2,000 entities, this step will be skipped unless you request it.
Demo Migration Testing
We meticulously test and validate the sample data to ensure no errors exist before proceeding to the full migration.
Stage 4: Perform Full Migration
Full Migration Implementation
We execute your full data migration, using our LitExtension Smart Controller to monitor for any issues. Our experts are ready to fix any errors instantly, ensuring a smooth process.
Free All Additional Migration Options
We include all necessary additional migration options, such as 301 redirects, at no extra cost, customizing the migration to your specific needs in the package.
Stage 5: Migration Results Testing
Migration Results Testing
Our team conducts a thorough review of your data in the new QuickBooks setup. This includes a two-phase testing service:
- Phase 1: Our Auto-test system validates that default data has transferred correctly.
- Phase 2: Our QA team performs manual testing for any custom requirements.
A comprehensive testing report will be provided with the detailed the results.
Note: Additional requirements that arise during testing may extend the Quickbooks data migration timeline.
Confirm Project Outcomes
We ensure the successful completion of the migration and confirm with you that all expectations have been met.
Stage 6: Post Migration
Unlimited Recent Data Migrations, Re-migrations, or Smart Updates
Your original QuickBooks system may continue to generate new or updated data during the migration process. To ensure your data stays up-to-date, we offer seamless solutions:
- Recent Data Migration: Transfer newly created data (up to 5% of the total entities from the initial migration) to your new system at no additional cost. This service is unlimited and available within 30 days of completing the initial migration.
- Re-migration: If any issues arise, we provide free and unlimited re-migrations to ensure everything is perfect, available within 30 days after the initial migration is completed.
- Smart Update: Keep your new system fully synced with updated data. This service is free, unlimited, and available for up to 90 days after the migration is finalized.
These options give you flexibility and assurance that your data remains accurate and current as you transition to your new QuickBooks environment.
Tech Support After Migration
We provide 30 days of free technical support post-migration to assist with any issues or questions.
Migration Assurance
LitExtension guarantees a full refund within 30 days if major technical issues with migrated data cannot be resolved.
Note: Please note that conditions apply, kindly refer to our refund policy for details.
Stage 7: Customer Support
Response Time Commitment: 12 Hours
Our support team is available 24/7 on business days and even on weekends, with the exception of national holidays.
Working hours:
- Tuesday to Saturday: 00:00 to 23:59
- Sunday and Monday: 08:30 to 23:59 (UTC+7)
Personal Assistant (PA)
Your migration will be managed by a dedicated Personal Assistant, who will ensure a successful outcome. The PA provides support through tickets, email, phone, online meetings, or a private chat channel (e.g., Slack), offering a personalized and reliable experience.
