We will handle the following to make this the easiest software migration ever
- Assist with procuring the Techsoup License
- Migrate all data from your existing QBO instance to the nonprofit specific Techsoup license
- Reconcile and ensure that ALL data migrated correctly
- Assist with reconnection of all bank feeds
- Configuration of identified custom reports
- Setup of identified bank rules
- Setup of Budget
- Invite all identified users and provide a training session if needed