Set up right, connected right
Software and migrations
Finbryn sets up, cleans up and migrates the accounting software Canadian businesses run on: QuickBooks Online, Xero and Sage 50, plus the Wagepoint, Dext, Bill.com and A2X integrations that feed them. You keep the file and the login. Our accounting team does the configuration, migration and reconciliation work, contracted through Northlane Solutions Inc..
Migration checklist
Illustrative client · August 2026
CAD
- Old file backed up with full historyDone
- Chart of accounts mapped line by lineDone
- Opening balances agreed to the old fileDone
- Bank feeds connected and testedIn progress
- First month closed in the new softwareNext
Illustrative. An example of the document, not a client's figures.
Why the software has to be right before GST/HST season
Most bookkeeping problems that show up at T2 time started months earlier as a software problem. A chart of accounts that does not separate GST/HST collected from revenue. A QuickBooks Desktop file that never migrated to Online. A Shopify payout landing as one deposit that hides fees and refunds. None of that gets fixed by working harder inside a broken file. It gets fixed by rebuilding the structure first, before a single transaction for the period gets categorized.
Finbryn's accounting team handles that work under contract with Northlane Solutions Inc.. We set up new files, clean up existing ones, migrate data between platforms, and connect the integrations Canadian businesses actually use, so the books stay ready for the Canada Revenue Agency (CRA) rather than scrambled together at deadline time.
What we work in
- QuickBooks Online and QuickBooks Desktop
- Xero
- Sage 50 and Sage Intacct for businesses that have outgrown small-business software
- NetSuite, for multi-entity or multi-currency groups
- Wagepoint, Dext, Bill.com, A2X and the Stripe or Shopify payment stack, connected so their data reaches the books automatically
You keep the QuickBooks, Xero or Sage file registered in your own name, on your own subscription and tied to your own CRA Business Number. If you ever move on, you leave with your data and your login intact, not a file that belongs to us.
How a migration actually runs in a Canadian file
Every migration starts with a working session to confirm the opening balance date, then a parallel import so nothing records twice. History gets tied out to bank and credit card statements, GST/HST accounts get mapped separately from sales so collected tax is never buried inside revenue, and any multi-currency exposure from US or European customers gets set up correctly from day one. Once the new file is live, a named pod stays on the account, and any change to how something is coded comes with a short written handover memo, not a silent edit.
What this is not
This is software configuration and reconciliation support, not a T2, T1 or GST/HST filing service. Filed returns are prepared by our team and filed by a credentialed signer or your appointed adviser; that work sits on our tax preparation support pages, separate from the software setup covered here.
All services
Software and migrations: every service
- QuickBooks setup, cleanup and migrationA new QuickBooks Online file built to fit the business, or an existing file cleaned up and reconciled, plus migration from spreadsheets or another platform without losing history.
- Xero setup and migrationA Xero file configured for the business from day one, or a move into Xero from another platform, with the chart of accounts, bank feeds and history carried across cleanly.
- NetSuite implementation supportHands-on support around a NetSuite implementation or an existing instance: chart of accounts design, module configuration review and the ongoing bookkeeping work once the system is live.
- Sage Intacct supportSetup, cleanup and ongoing bookkeeping inside Sage Intacct, including dimension structure, multi-entity consolidations and the reconciliations that keep a multi-entity close on schedule.
- A2X and Link My Books integrationMarketplace and payment settlement data connected into QuickBooks Online or Xero through A2X or Link My Books, so lump-sum payouts split into sales, fees, refunds and reserves.
- Dext and Hubdoc integrationReceipt and bill capture connected through Dext or Hubdoc so paperwork reaches the accounting file automatically instead of sitting in an inbox or a shoebox.
- Bill.com integrationBill.com connected and configured for accounts payable and receivable, with approval workflows, vendor records and payment runs synced back to the accounting file.
- Stripe and Shopify integrationStripe and Shopify payment data connected and reconciled into the accounting file, so processor fees, refunds and payouts are visible instead of buried inside a single deposit line.
Questions
Frequently asked questions: Software and migrations
Does moving to QuickBooks Online or Xero change how we handle GST/HST?
It should make it clearer. We map GST/HST collected and paid into its own accounts during setup so the amount owing to the CRA is visible on its own line, not blended into revenue or expenses.
Do you support Sage 50, or only QuickBooks and Xero?
Yes. Sage 50 is common among established Canadian businesses and we set up, clean up and reconcile Sage 50 files alongside QuickBooks Online, Xero, Sage Intacct and NetSuite.
Who actually owns the accounting file once you set it up?
You do. The subscription, the login and the CRA Business Number attached to it stay in your name throughout and after the engagement.
Can you migrate a Canadian file that mixes CAD and USD transactions?
Yes. Multi-currency setup is part of most migrations for Canadian businesses that bill or buy in US dollars, including base currency selection and reconciling revaluation gains and losses.
What exactly is included in a software migration?
Chart of accounts is rebuilt to match how you report, historical transactions are imported and matched to statements, and open invoices and bills carry forward accurately. Classes, locations or tags get configured for the reports you actually read, and a short handover memo covers what changed.
What is not covered during a migration?
We do not choose which accounting platform you use, that decision stays with you, and we do not migrate data we cannot access or that the source system will not export cleanly. Any third-party licensing cost for the new platform is separate from the migration itself.
How long does a typical migration take?
A single-entity migration between two common platforms, such as QuickBooks Desktop to QuickBooks Online, typically runs one to three weeks depending on transaction history and how clean the source file is. A multi-entity or NetSuite migration runs longer and is scoped individually.
How is a migration priced?
Migrations are scoped as a fixed project based on transaction volume, entity count and how much cleanup the source file needs, agreed before work starts. Ongoing monthly bookkeeping in the new platform is priced separately, under the terms set out in your engagement letter.
Next step
Talk to the team that would run your books
A short call covers your setup, your software and what a first month would look like. You get a written scope and price after it.