Intuit converts the file for free.
We prove the books still balance.
Migration Verification & Certificate inventories what won't carry over, diffs the trial balance across both systems to the cent, walks you through remediation, runs the books in parallel for 30 days, and issues a Migration Certificate — for $149 per entity, on any plan.
Method. Trial balance, A/R aging, A/P aging and bank balances are pulled from both systems and compared in integer cents. Exact equality only. Breaks are itemized, remediated line by line with your approval, and re-tied until the difference is zero. Processed transiently under commercial API terms; stored encrypted; deleted on your schedule.
Renewals rise every February for a product that will not get new features, and Intuit can set an end date whenever it chooses. Being migration-ready makes that announcement a diff, not a project.
Specimen — figures illustrative. Source QuickBooks Desktop 2024, target QuickBooks Online. The certificate issues only when every check ties in integer cents, and it carries the period, the diff summary, every remediation with the name of whoever approved it, and the evidence-chain hash.
Issued per entity · yours to hand the client
Five phases. Every one leaves evidence.
Pre-flight audit
The agent inventories the company file — lists, custom fields, open transactions, inventory methods, multi-currency history — and hands you a risk report you can forward to the client before anyone touches anything.
Orchestrated transfer
Drives Intuit’s migration tooling for what it handles and fills the gaps by API. Every write carries an idempotency key, so a re-run never double-imports.
Trial-balance diff, to the cent
Trial balance, A/R aging, A/P aging, and bank balances pulled from both systems and compared in integer cents. Exact equality only — a 2-cent discrepancy is a finding, not a rounding error.
30-day parallel run
Nightly, the agent reconciles both systems and opens a drift exception the moment any account diverges — with the earliest divergent transaction identified.
Migration Certificate
A client-ready PDF: period, diff summary, every remediation and who approved it, and the evidence-chain hash, so any later alteration is detectable.
What post-migration verification costs you today.
The conversion is free either way. The reconciliation is what eats the week. Drag the sliders to your book of business — your clients, your hours, your rate are the only inputs.
Your inputs — nothing is estimated for you
Schedule of cost
Net against our fee $4,452$6,240 of your hours − $1,788 verification
12 entities × $149 · you approve every fix · a Migration Certificate for each client file.
Migration questions, answered straight
- When does QuickBooks Desktop actually stop working?
- There is no published date. Intuit stopped selling new Pro, Premier, and Mac subscriptions on September 30, 2024, ended services for the 2023 line on May 31, 2026, and has shipped no new Desktop version since 2024 — but it has not published an end-of-support date for 2024 — no 2024 discontinuation page exists, and Intuit's pages say existing subscribers keep renewals, updates, and support. What changes each year is the renewal price (Pro Plus about $1,149/yr, Premier Plus about $1,609/yr) for a product that will not get new features. Intuit can set a date whenever it chooses; being migration-ready means that announcement is a diff, not a project. Verified 2026-09-02 against Intuit's own pages.
- Isn’t Intuit’s own migration tool free?
- Yes, and we use it for what it handles well. What the free tool does not do is the part that consumes a bookkeeper’s week: catching what didn’t carry over. Sales orders, inventory assemblies, units of measure, custom fields past QBO’s limit, and multi-currency history all need hand-work — and the only way to know the books still balance is a trial-balance diff across both systems. That diff, the remediation, the 30-day parallel run, and the certificate are the product.
- What does $149 buy that Intuit's free migration doesn't?
- Verification. Intuit’s migration team converts the file at no charge, and we use that path for what it handles. What the free path explicitly does not do is prove the two sets of books agree: the trial-balance, A/R aging, A/P aging, and bank-balance diff in integer cents, the remediation ledger you approve line by line, the 30-day parallel run that catches drift the night it happens, and the evidence-backed certificate you hand the client. That is the part a bookkeeper bills hours for, and the part $149 replaces.
- Can the AI post something wrong to my client’s books?
- Not without you. We are not the agent that posts: BookSyncHQ compares, and where a break needs a correction in the books the correction is proposed and waits for you. Journal entries and voids always wait. Every action — the agent’s and yours — is appended to a per-client tamper-evident log, exportable as a workpaper packet. You remain the professional of record; the system makes your review faster and provable, not optional.
- Where does my client’s data go?
- Pre-flight and the diff run on the reports you export from Desktop and the data the ledger returns over its API. When an agent compares them, those transactions are sent to Anthropic’s API under commercial terms — not used for training, retained 30 days. Results, the remediation ledger, and the evidence log are stored encrypted and deleted on the schedule you set. Nothing installs on the client’s Windows box.
- What about Xero as the destination?
- Supported. Xero ships an official remote MCP server, which BookSyncHQ uses directly for reads and reporting. Pick QBO or Xero per client — the diff and certificate work the same way.
Design partnersFifteen firms get the first verified migrations and the first Close Verification seats.
Priority migration slots, a direct line to the founders, and locked-in launch pricing. Hand-delivered with a founder until the pipeline proves itself, then on the platform. There is no installer — connect a ledger in the browser and the verification runs there.