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General Timeline
| Phase | Task | Duration | Week |
|---|---|---|---|
| Planning | Define project scope and objectives | 3 days | Week 1 |
| Identify stakeholders and roles | 1 day | Week 1 | |
| Create project timeline and milestones | 1 day | Week 1 | |
| Preparation | Install QuickBooks Desktop | 1 day | Week 2 |
| Set up company file | 1 day | Week 2 | |
| Configure user permissions | 1 day | Week 2 | |
| Data Migration | Export data from existing system | 2 days | Week 2-3 |
| Import data into QuickBooks | 2 days | Week 3 | |
| Verify data accuracy | 2 days | Week 3 | |
| Configuration | Set up chart of accounts | 2 days | Week 4 |
| Configure customer and vendor lists | 2 days | Week 4 | |
| Set up inventory items (if applicable) | 1 day | Week 4 | |
| Configure taxes and preferences | 1 day | Week 5 | |
| Integration | Set up bank feeds | 1 day | Week 5 |
| Configure integrations with other software | 2 days | Week 5 | |
| Testing | Perform thorough system testing | 3 days | Week 6 |
| Run test transactions | 2 days | Week 6 | |
| Training | Develop training materials | 2 days | Week 7 |
| Conduct user training sessions | 3 days | Week 7 | |
| Go-Live | Final data verification | 1 day | Week 8 |
| Go-live and system cutover | 1 day | Week 8 | |
| Post-Implementation | Provide post-go-live support | 5 days | Week 8-9 |
| Conduct project review and gather feedback | 1 day | Week 9 |