Migration readiness assessment
Is your QuickBooks file ready to migrate?
Answer five quick questions about your QuickBooks file and get an honest read on how migration-ready it is — what moves cleanly, what needs prep first, and what a free review would confirm. It runs entirely in your browser; nothing is saved or sent.
Your five-question readiness check
Rough answers are fine. "Not sure" counts honestly as a check that isn't confirmed.
Estimated read
— of 5 ready
Answer the five questions above for an honest read on how migration-ready your file is.
How this is calculated — every number used
- Each question has one ready answer: Yes.
- The score counts how many of the five checks you can answer Yes — nothing else.
- "Not sure" is treated as a check that isn't confirmed, not as ready.
- This is a self-assessment, not a migration plan or a guarantee. A free read-only review confirms what actually carries over.
Why these five
What the checks mean
Each question maps to something a specialist confirms before moving a file. Books that are reconciled and current migrate predictably; ones that aren't carry their gaps into the new file. Clean reports and tidy lists — customers, vendors, the chart of accounts — move without dragging duplicates across. And knowing which history you need, and whether your payroll, inventory, or add-ons carry over, is what separates a smooth QuickBooks migration from a stalled one. If you're moving off the desktop product, the desktop-to-online path has its own specifics. Either way, a free read-only review confirms what actually moves before anything changes — the same way we scope every engagement in our method.
Questions about migration readiness
How accurate is this assessment?
It's a self-assessment, not a migration plan. It counts your own answers to five questions a specialist would ask first. A free read-only review is what actually confirms what will and won't carry over.
Is anything I enter saved or sent?
No. The result is computed in your browser from your answers. Nothing is stored, and nothing is sent anywhere unless you choose to book a free review afterward.
What do I do with the result?
If most checks are ready, you're likely set to migrate — see how a migration runs, or have a specialist confirm your file first. If several are off, a free review scopes the prep before you move.
What if I'm not sure how to answer?
Answer "Not sure" — the result treats it honestly as a check that isn't confirmed. Not knowing whether a feature or history carries over is itself a common reason to get a review before migrating.