Customers
Active profiles and contact information.
QuickBooks to Wave conversion
Make the books lighter—without making the cut-over vague.
Transfer essential customers, invoices, income and expense context into Wave while preserving the full QuickBooks record for compliance and lookup.
Scope this conversion →Lean scopeOnly useful operating data moves
Archive-firstFull source retained safely
Opening proofBalances documented at cut-off
Route overview
QuickBooks history, rebuilt for Wave.
A move to Wave usually aims for simplicity. Because feature depth and import options differ, we identify the active operational dataset, establish opening balances, and create a clear archive for detailed history that should not be forced into the new system.
QuickBooksMap + rebuild + proveWave
What we map
The records that carry accounting meaning.
The exact transfer set is confirmed during scoping. These are the structures most often included for this route.
Invoices
Open and selected historical sales documents.
Payments
Supported receipts and customer allocations.
Products and services
Active billable items and income categories.
Vendors and expenses
Relevant supplier and expense context by scope.
Opening balances
Bank, receivable, liability and equity positions.
Route-specific judgment
Where this conversion needs attention.
Software systems represent the same accounting reality differently. These differences are handled deliberately rather than left to an import tool.
Import limitations
Some transaction types require reconstruction or summary.
Historical detail
Full QuickBooks audit history may not fit Wave natively.
Bank duplication
New feeds can overlap imported or opening activity.
Payroll and inventory
Specialist records need a separate retention plan.
Reconciliation proof
The controls used to prove the result.
We compare agreed source and destination positions at the same cut-off, then document any platform-native difference.
01Opening trial balanceCompared
02AR agingCompared
03Bank balancesCompared
04Revenue totalsCompared
05Expense totalsCompared
06Opening equityCompared
The handover standard
Simpler books
The destination is uncluttered and usable.
Known history boundary
The team knows what moved and where the rest lives.
Clear opening day
Balances and active receivables are supported by evidence.
Your file defines the scope
Know what will move before you commit.
Receive a written route, timetable, reconciliation plan and fixed price.
Request a fixed quote →