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Accounting System Setup & Conversions

Start fresh. Upgrade your system. Move to the cloud. We make it simple.

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Whether you’re setting up QuickBooks for the first time or transitioning from an outdated system, we build your accounting foundation the right way. Clean, accurate, optimized, and ready to grow with your business.

⭐ Why Your Accounting System Matters

Your accounting platform is the heart of your financial operations.


When it’s set up incorrectly—or when you’ve outgrown it—everything downstream becomes messy:

  • Incorrect reports

  • Misaligned tax data

  • Duplicate transactions

  • Broken integrations

  • Disorganized chart of accounts

  • Errors across payroll, A/P, and A/R

  • Wasted time and unnecessary frustration

 

A proper setup saves money, reduces stress, and ensures clean financials for years to come.

 

This is where Owl Accounting shines.

💼 We Specialize in System Setup & Conversions

Whether you’re brand new to accounting software or moving from another platform, we make the process effortless.

 

We handle:

✔ QuickBooks Desktop ➜ QuickBooks Online conversions
✔ First-time QuickBooks Online setups
✔ Xero to QBO migrations
✔ Outdated or misconfigured system rebuilds
✔ Migration from Excel, legacy systems, or custom platforms
✔ Migrating POS/payment systems into your books
✔ Fixing prior “bad conversions” from other providers

 

If it involves accounting system structure, mapping, or migration… we’ve done it — and we do it better than most.

Office Workspace Analysis

⭐ What’s Included in Every Setup or Conversion

✔ Discovery & System Review

We review your current workflow, financial structure, and goals.

✔ Platform Selection & Access Setup

Based on your needs, we configure QuickBooks Online or assess Xero.

✔ Chart of Accounts Design

We build (or rebuild) a clean, logical, tax-aligned chart of accounts.

✔ Data Migration & Cleanup

We transfer customer lists, vendors, items, banking rules, balances, and financial history — cleanly.

✔ Bank Feed Setup & Mapping

We ensure bank, credit card, loan, and merchant accounts connect properly.

✔ Integration Setup

Square, Stripe, POS, payroll, bill pay, time tracking, ecommerce — we handle configuration and mapping.

✔ Beginning Balance & Historical Data Alignment

We ensure everything ties out correctly: retained earnings, loans, assets, and prior year balances.

✔ Initial Reconciliations

We reconcile your converted data so the numbers are accurate from day one.

✔ Custom Report Setup

Owner-focused financial reports & dashboards tailored to your business.

✔ One-on-One Walkthrough

We train you on what matters — and we’re here for questions along the way.

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🛠 Fixing Bad Conversions (Yes, We Do That Too)

Many businesses come to us after another provider botched a conversion.

Common issues we fix:

  • Duplicate transactions

  • Broken payroll history

  • Incorrect balances

  • Negative assets or loans

  • Deleted or missing data

  • Wrong accrual/cash settings

  • Misaligned tax mappings

  • Inventory out of sync

We aren’t afraid of messy — we solve it.

💡 When You Should Consider a Conversion

You should upgrade your system if:

  • You're still using QuickBooks Desktop and need remote access

  • Your current books are slow, inaccurate, or confusing

  • Your industry or volume has outgrown your current system

  • Integrations break or don’t sync properly

  • You’re preparing to scale, hire, or expand

  • You want modern, automated workflows

  • You want clean books for tax time

If your system is holding you back, it’s time to move forward.

🔄 Setup + Cleanup + Monthly Bookkeeping = A Complete Solution

Most clients pair system setup or conversion with:

  • Bookkeeping Cleanup (cleaning your historical data)

  • Monthly Bookkeeping (keeping everything accurate)

  • Payroll & Tax Prep as needed

A strong system + clean books = confident decisions.

💸 Pricing

Conversions and setups vary depending on:

  • The system you’re coming from

  • Years of data

  • Number of accounts

  • Integrations involved

  • How much cleanup is needed

We provide fixed-fee pricing after a short discovery call.

Accountant

🖤 Why Businesses Choose Owl Accounting

  • Deep expertise in QBD ➜ QBO conversions

  • Clean migrations the first time — no rework later

  • Integrated accounting, bookkeeping, payroll & taxes

  • Fully remote and easy to work with

  • Transparent pricing

  • Hands-on support from Lindsay & Toby

You don’t get a team.
You get us.

Ready to Get Started?

Your initial consultation is NO RISK and NO COST!

Mon–Fri, 8–5 CST

OWL ACCOUNTING - 515.207.0222

3790 Kinsey Ave, Des Moines, IA  50317

Serving clients remotely across Iowa and the U.S.

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