Accounting Software Implementation and Support Set Up Right, Migrated Cleanly
Accounting software implementation, migration and ongoing support for QuickBooks Online, Xero and Zoho Books. We set up your system properly, move your history across without losing a balance and keep it running smoothly.
- Balances that tieOld and new systems reconciled
- History preservedRecords kept for the IRS
- Team trainedBefore you go live
Big Accountants provides accounting software implementation and support for US businesses on QuickBooks Online, QuickBooks Desktop, Xero and Zoho Books. Whether you are starting fresh, switching platforms or fixing a system that was set up badly, we configure it around how your business actually works.
A software change is an accounting project, not an IT project. The risk is not the install. It is a chart of accounts that cannot report what you need, opening balances that do not tie, or history that disappears with the old system. Our accountants handle all three.
- Chart of accounts designed for your reporting
- Opening balances reconciled to the cent
- Bank feeds, rules and apps connected
- User roles and permissions set up
- Training for your team before go live
Accounting Software Implementation Services
From a brand new file to a full platform migration, with support afterwards.
New system setup
A clean QuickBooks Online, Xero or Zoho Books file configured for your business.
Software migration
Moves from QuickBooks Desktop, between platforms, or from spreadsheets.
Chart of accounts design
Accounts, classes and locations that support the reports you need.
App integrations
Payroll, payments, ecommerce, point of sale and bill pay connected.
Bank feeds and rules
Feeds connected and categorization rules set up to save time.
Users and permissions
Role based access so each person sees and changes only what they should.
Training
Practical sessions for owners and staff on the tasks they do every week.
Ongoing support
Help with questions, fixes and new features after go live.
How Our Accounting Software Migration Works
A controlled process that proves every balance before you switch.
- Step 1
Plan and map
Scope, cutover date and account mapping agreed, with data cleaned at the source.
- Step 2
Convert
Lists, open items, balances and the history you choose moved to the new system.
- Step 3
Reconcile
Trial balance, receivables, payables and bank balances matched between systems.
- Step 4
Go live and train
Your team trained, the old system archived read only, and support begins.
Books behind before you switch? We bring them current with catch up bookkeeping first, so you migrate clean data.
Software Migrations That Keep Your Records Compliant
Changing software does not change your recordkeeping duties. The IRS expects electronic accounting records to be kept and remain usable for as long as they may be material to your taxes, under Revenue Procedure 98-25 on automated records.
That is why we archive your old system in a readable form and keep a clear audit trail from old balances to new. The IRS explains general retention periods in its guidance on how long to keep records.
- Archived historyOld system kept readable
- Audit trailOld balances tied to new
- Reconciled cutoverTrial balance matched
- Access controlsRole based permissions
- Secure transferEncrypted file exchange
Setup vs Migration vs Ongoing Support
Three common starting points. Many clients need all three in sequence.
| Factor | New setup | Migration | Ongoing support |
|---|---|---|---|
| Best for | New businesses or a fresh start | Switching software or leaving Desktop | Teams already on a modern system |
| Main risk | Poor structure that limits reporting | Lost history or balances that do not tie | Small errors that build up unnoticed |
| What we deliver | Configured file, integrations and training | Reconciled cutover and archived history | Fixes, admin and answers on demand |
| Pricing model | Per task | Per task | Fixed monthly fee or hourly |
Signs Your Accounting Software Needs Attention
If two or more of these sound familiar, an implementation review will save you time every month.
- You are still on a desktop version nobody wants to maintain
- Your reports cannot show profit by location, class or product
- Bank feeds create duplicates or need constant fixing
- Sales, payroll or payments apps do not sync properly
- Too many people have full admin access
- You are switching platforms and worried about losing history
Accounting Software Implementation Pricing
Price depends on the platform, the amount of history and data to move, the number of integrations and the training you need. Every quote is fixed in writing after a free call, and our pricing is competitive. See how our pricing models work.
Per task
Setup or migration
A fixed price for a defined implementation project.
Fixed monthly fee
Ongoing support
Admin, fixes and questions for an agreed monthly fee.
Hourly
Help on demand
Training sessions and one off changes.
Industries and Platforms We Support
We implement and support accounting systems for US businesses in these sectors.
- Ecommerce
- Healthcare
- Retail
- Wholesale
- Manufacturing
- Restaurants
- Construction and contractors
- Real estate and property management
- Accounting firms
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Zoho Books
What Comes After Go Live
Outsourced bookkeeping
Monthly books in your new system.
Controller services
Close, review and internal controls.
Business intelligence
Dashboards built on your new data.
Consulting and advisory
Process and systems advice.
See all our accounting and bookkeeping services for US businesses.
Accounting Software Implementation FAQs
What does accounting software implementation include?
Accounting software implementation includes designing the chart of accounts, setting up the company file, entering or migrating opening balances, connecting bank feeds and apps, setting user permissions and training your team.
Which accounting software do you implement?
We implement and support QuickBooks Online, QuickBooks Desktop, Xero and Zoho Books, and migrate businesses between them or from spreadsheets.
Will I lose my historical data when I migrate?
No. We agree how much history to convert, reconcile it in the new system and archive the old system in a readable form so earlier records remain available.
How long does an accounting software migration take?
A straightforward migration usually takes a few weeks from planning to go live. Larger files, several entities or many integrations take longer. We agree a cutover date at the start.
How much does accounting software setup cost?
Cost depends on the platform, the amount of data and history, the number of integrations and the training required. We quote a fixed price per project after a free call, with optional ongoing support.
Do I need to keep my old accounting records?
Yes. The IRS expects records that support your returns, including electronic records, to be kept for as long as they may be material. We archive your old system so those records stay accessible.
Can you connect our payroll, payments and ecommerce apps?
Yes. We connect the payroll, payment, ecommerce, point of sale and bill pay apps you use, and test that transactions post to the right accounts.
Do you provide support after go live?
Yes. We offer ongoing support for questions, fixes, new users and changes, billed as a fixed monthly fee or hourly.
Get Your Accounting System Set Up Right
Tell us your current system and where you want to be. We will recommend a plan and send a clear written quote.