QuickBooks Data Migration Services That Preserve Every Record.

QuickBooks data migration is the process of transferring your financial data; transactions, customer records, vendor information, chart of accounts, balances, and historical data; from your current accounting platform to a new one. This could mean moving between QuickBooks versions (Desktop to Online, Online to IES) or migrating from a completely different ERP or accounting system into QuickBooks or Intuit Enterprise Suite.

Intuit Enterprise Suite (IES) is Intuit’s cloud-based ERP platform built for mid-market companies; typically those with $5M to $100M+ in revenue who need multi-entity management, advanced reporting, and enterprise-grade workflows but want the simplicity of the QuickBooks ecosystem. It bridges the gap between basic QuickBooks and complex systems like NetSuite or SAP. Intuit’s own partner network has flagged IES as their fastest-growing lead category heading into 2026.

Because both QuickBooks Online and IES live within the Intuit cloud platform, the migration is far simpler than moving from a legacy Desktop file or an external ERP. Many of your existing data structures, integrations, and user settings carry over directly. We often describe it as a “flip of a switch”; though we still do thorough validation, CoA review, and team training to ensure you’re getting everything IES offers. Typical timeline: 2–4 weeks.

Yes; this is one of our specialties. Migrating historical data from enterprise ERPs (SAP, Odoo, Oracle, NetSuite, Dynamics, Sage, Acumatica, etc.) to QuickBooks or IES requires custom data mapping, field-level transformations, and rigorous data cleaning. Our full-time experts handle the export, mapping, and import process. We preserve transaction history, open balances, customer/vendor records, and inventory data; all validated before go-live.

Timeline depends on data volume, source system complexity, and whether you need historical data or just open balances. Simple QuickBooks-to-QuickBooks migrations: 2–4 weeks. Online to IES: 2–4 weeks. Desktop to IES: 6–12 weeks. Complex ERP to IES or QuickBooks: 8–14 weeks. We provide a specific timeline after your free initial discovery call.

Yes. IES training is included in every IES migration engagement; and also available as a standalone service. We offer role-based training (accounting team, operations, management), covering navigation, multi-entity management, reporting, approval workflows, and advanced features. Training can be delivered on-site, virtually, or as recorded sessions your team can reference later.

Absolutely. Data security is Certum Solution’s highest priority. We use encrypted file transfer protocols, never store your data on personal devices, and follow strict access controls throughout the migration process. QuickBooks and IES both employ enterprise-grade encryption and backup systems. We also perform a full data integrity audit at the conclusion of every migration to confirm 100% accuracy before you go live.