Set up right, connected right
Software and migrations
Finbryn sets up, cleans up and migrates the accounting software US businesses run on: QuickBooks Online, Xero, NetSuite and Sage Intacct, plus the marketplace, payment and payroll integrations that feed them. You keep the login and the file. The configuration, migration and reconciliation work is reviewed by a senior principal before it reaches you.
Migration checklist
Illustrative client · August 2026
USD
- 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 software setup matters before the bookkeeping starts
A lot of bookkeeping problems are actually software problems. A chart of accounts built for a different business, a QuickBooks Desktop file that never made the move to Online, marketplace payouts landing as one lump deposit that hides fees and refunds: none of that gets fixed by working harder inside a broken structure. It gets fixed by rebuilding the structure first, before a single transaction gets categorized for the month.
Finbryn 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 that keep information moving without manual re-entry.
What we work in
- QuickBooks Online and QuickBooks Desktop
- Xero
- NetSuite and Sage Intacct for businesses that have outgrown small-business software
- A2X, Link My Books, Dext, Hubdoc, Bill.com, Gusto, Stripe and Shopify, connected so their data reaches the books automatically
You keep the QuickBooks or Xero file in your own name, on your own subscription. If you ever move on, you leave with your data and your login, not a file that belongs to us.
How a migration actually runs
Every migration starts with a working session to confirm the starting balance date, then a parallel import so nothing gets recorded twice. History gets tied out to bank and card statements, not just copied over from the old system. Once the new setup is live, a named pod stays on the account, and any change to how something is coded comes with a short recorded handover memo instead of a surprise on next month's report.
Where this fits with the rest of the work
Software setup is rarely a one-time job for a growing business. Bookkeeping, month-end close and CFO-level reporting all depend on the platform underneath them working correctly, which is why this hub connects directly into monthly bookkeeping and month-end close once a migration is finished. First reply on any question about the setup comes within one business hour during onboarding.
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.
- Gusto integrationGusto connected to the accounting file so payroll journal entries, employer tax liabilities and benefit deductions post correctly each pay period without manual re-entry.
- 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
Do I own the QuickBooks or Xero file once you set it up?
Yes. The file is created in your name on your own subscription, and we work inside it under access you grant and can revoke at any time.
Can you migrate from QuickBooks Desktop to QuickBooks Online?
Yes, including historical transactions, open balances and your reporting structure, reconciled against bank and card statements as part of the move.
Will I lose transaction history during a migration?
No. We import history rather than starting fresh, and we keep a copy of the original file until the new one is reconciled and signed off.
Do you set up integrations like A2X, Dext or Bill.com, or just the core accounting platform?
Both. Most engagements pair core platform setup with the specific integrations a business already relies on, so data reaches the books without manual entry.
How long does a typical software migration take?
A single-entity move from one platform to another, such as QuickBooks Desktop to QuickBooks Online, is usually planned in weeks rather than months, with historical data imported first and a parallel-run period where both systems are checked against each other before the old one is retired.
What happens to our data if the migration project doesn't go as planned?
Nothing is deleted from the source system until you confirm the new file is correct and complete. A rollback point is kept until sign-off, and any discrepancy found during the parallel-run period is investigated before it is treated as final.
How is a software migration priced?
Migration work is scoped against the platforms involved, the volume of historical data and whether integrations such as A2X, Dext or Bill.com are part of the move, then priced as a fixed project rather than an hourly estimate. Terms are set out in your engagement letter.
Who has access to our data during the migration?
The pod running the migration has access to both the source and destination systems for the duration of the project, and that access is scoped to the migration and reviewed once the cutover is complete and the old system is archived or closed.
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.