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Phone:
503.885.0776

 

Toll Free:
888.232.4758

 

Email:
info@ebsassociates.com

 

Headquarters
7150 SW Hampton St. Suite 200
Tigard, OR 97223

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Out of the Box Technology Migration Factory

Migrate Your Clients to QuickBooks Online

Experience a migration process like no other – efficient, accurate, and client-centric. Join hands with Out of the Box Technology to unlock the full potential of QuickBooks Online for your clients. Together, we’re rewriting the narrative of seamless data migration and setting new standards of excellence in the accounting world.

  • Basic
  • $ 650 QBD File is less than 750,000 targets*
    • Upgrade to the latest version of QB Desktop
    • Prep company file to address common conversion errors
    • Transfer of customer, vendor and product services lists
    • Review potential discrepancies between general ledger accounts transfer coming from QB Desktop file to QBO
    • Perform the archive utility as required to support the 750,000 target limit
    • Post conversion comparison of accrual based financial statement grand totals to ensure accuracy
  • Get Started
  • Standard
  • $ 1950 QBD File is less than 750,000 targets*
    • Upgrade to the latest version of QB Desktop
    • Prep company file to address common conversion errors
    • Transfer of customer, vendor and product services lists
    • Review potential discrepancies between general ledger accounts transfer coming from QB Desktop file to QBO
    • Perform the archive utility as required to support the 750,000 target limit
    • Perform the verify and rebuild utilities as required to support conversion
    • Post conversion comparison of accrual based financial results at account level detail to ensure accuracy
    • Identify discrepancies in the AR aging summary pre and post conversion
    • Identify discrepancies in the AP aging summary pre and post conversion
    • Update reconciliation status of bank and credit card accounts
    • Inventory valuation summary provided pre and post conversion
  • Get Started
  • Premium
  • $ RFQ Per Month
    • Get a customized quote for any additional complex needs
  • Get Started

How do I Get Started?

Ready to embark on a journey of transformation? Fill out the form below to discover how we can revolutionize your clients’ QuickBooks experience while strengthening your firm’s reputation and growth.

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What Our Clients Say

  • QuickBooks Data Migration

    Mary has been incredible. We are very lucky to have her as our consultant. We are in the middle of transferring our data and inventory values to a new ERP system and her knowledge and professionalism has been invaluable. Thank you, Mary!

  • QuickBooks Installed Smoothly

    Donna was very accommodating and calming as I was in my panic mode. She assured me that she would be there to help If I ran into problems with my quick books installation.

  • Successful QuickBooks Conversion

    We converted from desktop to Online and needed some help cleaning up. Vicki listened to what we needed, fixed what needed fixed and showed me some great aids to help run the business smoother. Glad to know she’s a email or phone call away now!

  • Wonderful Data Migration Team

    Vicki and Lee are awesome! We appreciate all Out of the Box Technology does, and how diligently they work on our project.

  • Expert QuickBooks Assistance

    Donna has been incredibly helpful in this transition and I appreciate her so much!! Thank you for your expertise, time and for assisting us in upgrading to Enterprise!

  • Expert in QuickBooks Data Migration Projects

    “Lee is fantastic to work with. He guided me through what was required to migrate out Xero transactions to QB Enterprise. He is very detail orientated and sent directions that were easy to follow. Each question I had he immediately responded. Our transition was seamless. I will defiantly be calling on Lee again in the future for more of expertise and help.” Pam Schill, Emerald Growth

  • Excellent Data Services Team

    Osita helped me with my QuickBooks issues. He is AWESOME! He is knowledgeable about the data migration process and patient with me and all of my questions and concerns. Thank you so much for making this project seamless and efficient.

  • A team of experts for my QuickBooks Migration Project

    Our company was converting from a different business software to QuickBooks. We had twenty plus years with the other software when we were introduced to Deion. She had several questions so she could formulate the process and then worked closely with us to make it happen. Her team was outstanding. Lee can make excel move like a symphony, Sureah and Osita have excellent customer skills and everyone had a nice sense of humor that made some of the detailed work go more easily. We continue to work with Deion and would recommend her to anyone who is looking for QuickBooks help.” – Jim S.

  • Incredible Data Migration Process with Outstanding Customer Service

    Tiffany, I have heard from many in our organization how patient and helpful you are. I realize just from my involvement with our Chapters that many lack knowledge and understanding of computers let alone QuickBooks but you have been very understanding of their deficiencies and have helped many migrate successfully. Customer Service in any industry is of utmost importance and you, and your team, have done an outstanding job over the past 6+ months. Thank you for helping our members understand and help to ease their frustrations. Everything I have heard from the many is most favorable and I appreciate you.

  • Turned our QuickBooks nightmare into a dream with OOTB

    “A credit card merchant plugin had ruined 10 years of financial data. After spending 3 days on the phone with Quickbooks support and no solution offered (to be polite) we were at a loss. We were literally going to have to spend months redoing thousands of transactions by hand! We called Kaylind who in 30 seconds understood the problem and jumped into action. Kaylind and her team (Doug!). were able to fix the problem in about an hour – life savers!”

  • ProAdvisor Help with QuickBooks Desktop Issues

    “We found a Quickbooks desktop ProAdvisor via a web search. We worked with Jack Jones of OOTB Technology on a Quickbooks corrupted memorized transaction. I was contacted within 24 hours and Jack was reviewing the error report with 48 (on the weekend). Jack helped us walk through a secure rebuild of our corrupted data file and was back up running within a half hour of remote access. Jack was very efficient in time management and came across very professional. We would use Jack and OTB Technology again without question, our new go to team.”

  • Inventory Import / Hosting

    “I worked with Josh today to transition to Out of the Box, they will now be hosting our QB. The transition was seamless. Set up was easy (Josh handled everything!). Moving our QB OOTB for hosting has allowed us to use many features we were unable to with Right Networks. RN crippled our productivity with their platform so I am really excited to be a client with OOTB. A couple of months ago, they also helped us with some set up issues pertaining to inventory. We look forward to working with them long term!”

  • Upgrading to Latest Version of QuickBooks

    “We needed to update our quickbooks software to the latest version. From the very beginning, Kaylind was all over it. She replied right away, gave me all the information I needed, and when I expressed how expensive our renewal was, she went right back to work on it. Replied right away with a 1200 savings on the renewal. Very smart. Very professional and we really enjoyed working with her. Would recommend her to anyone who needs this type of service. Thanks Kaylind”

  • New Inventory Management System

    “Mary’s wide ranging expertise brings huge value to our business. When we instituted a new software for our inventory, she was instrumental in making sure everything went smoothly. We have been working with Mary and her OutOfTheBox Team for over four years now and look forward to working together for many more years!”

  • Peachtree to QuickBooks Switch

    “When we made our big move from Peachtree accounting to QuickBooks, the transition started out a little rocky, with multiple people working on it and some information was lost in the transition. But once we started working with Lynda at Out Of The Box, she was able to work it all out for us and help us with the process. She was able to get all of our accounts to match both systems and get us ready to move on solely using QuickBooks going forward. She is very knowledgeable and prompt when our team has questions and we really appreciate her help. She has been awesome to work with. Thank you and we would recommend her to anyone looking to work with you all.”

  • Saved Our Conversion to QuickBooks

    “I reached out to Outofthebox because of a botched conversion to quick books that another company performed. The team at Out of the Box Technology gave me an estimate of how long the process would take and provided me with updates as events happened. They ended up completing the process before the date on the initial estimate, and my books were perfect when they returned them. I never want to go through a software conversion again, but if I do, Outofthebox will perform the work.”

  • QB Upgrade

    “I recently had Chad from Out of the Box update my quickbooks. I always dread any updates as there always seem to be a problem. I am so happy to say that Chad did my update while I was busy doing my other work. Chad contacted me a couple hours later with all 5 of our office computers working correctly. I have never had an update go this smoothly. Every experience I have with out of the box from bookkeeping to inventory management and now off site IT help has been outstanding. I feel I do not need any other on site IT personel. Thank you for all of your help Ann Seat Sack, Inc”

  • 13 years of data transferred into a brand new file

    “I am so impressed with the service that we received and the time frame in which the work was completed. We had 13 years of information summarized and transferred into a brand new file, due to an un-fixable corruption. Lynda worked long hours, and did not hesitate to take an after business hours phone call. She was very easy to talk to, and knew exactly what she was doing to give us the results we were after. We couldn’t be happier with the new file! I will not hesitate to reach out if we have any problems or questions in the future. I will be happily recommending OOTB to anyone who asks!”

  • Product Sales

    “Donna and the team at Out of the Box Technology are very professional and make the tedious task of installing and tweaking new software a breeze. They also go above and beyond making setup suggestions and massaging other areas of our computers to bring them up to optimum speed. I will look forward to calling them again.”

  • Easy Switch to Quickbooks (including inventory)

    “My company switched over to QuickBooks Premier in March of last year. Lucky for us, we chose Out of the Box Technology to assist us with the conversion from a old version of Peachtree Complete Accounting. We were especially concerned about transferring our inventory data. OTB Tech handled the entire process seamlessly, and I would highly recommend them for anyone who might be looking for assistance with a QuickBooks installation, or any issues with the software in general.”

  • Seamless integration with QuickBooks

    “Thank goodness I found them!!! Several things were in play when I found OutOfTheBox; 1) I was new to the industry/company that I am working for, 2) We were switching to a new operational/transactional software system that would integrate with QB Enterprise, and 3) the owner decided to do this with a mid-month date. Now normally I wouldn’t tell you all this, but you have to know the level of frustration, nervousness, and feelings of “I am doomed to fail” that I had going on. Lisa guided me through the integration fabulously. Richard helped me import all my old data and everything on the QB’s side has been so easy since. I cannot tell you enough how much they helped me through this. We have a unique company with specific workarounds that we are having to create in the new operational software so having an easy accounting software has been tremendous. Also having OutOfTheBox to help me every step made my stress level so much better. Hope I didn’t ramble on and on, but I wanted everyone know how great they were!”

  • Product Sale / Upgrade

    “We had an older version of QuickBooks Premier and wanted to upgrade. We thought QuickBooks Online was what we should move to but boy that was a mistake. After using it for a few months we realized it didn’t have the features we wanted so we had to make the tough decision to move back to Premier. What a mess. We had no idea what to do! Out Of The Box help us get the software we needed and helped us get our data from QuickBooks Online to Premier. We thought for sure it wouldn’t work but Out Of the Box was great! We now we have our QuickBooks up and running and look forward to working with Out Of The Box anytime we get in trouble with QuickBooks.”

  • Fixed broken QuickBooks file

    “Out of the Box was awesome! They responded right away, fixed my corrupted QB file and fixed my software installation that was done incorrectly. I am so happy I found them!”

  • Data transfer to QuickBOoks

    “I approached OOTB to work on my QuickBooks conversion as could not get my information transferred from my old desktop software to QBO. Their service was timely, and they were diligent in both explaining what they were doing, as well as performing the necessary tasks in a timely fashion. I highly recommend them for your QuickBooks needs.”

  • Non profit data issues resolved

    “I needed a new computer with a new version of QuickBooks, but I could not get that program to recognize, update, and open the files of a non-profit corporation I run. An obvious crisis. The Out-of-the-box specialist contacted me the day after I returned the signed agreement (IOW, the day after I sought help) and within 3/4 hour was able to find, restore, and open the critical files. This was done professionally, efficiently, and with good humor. In truth, it was only a matter of finding where the original files were hiding–not at all obvious. The specialist knew right where to look and what to recognize, and the fix was perfect. I also appreciate that I was only for the time used. A great experience and a VERY happy ending.”

  • QuickBooks MAC to QuickBooks Online Migration

    “I found the a link to Out Of The Box via QB. I needed to migrate my company files from my Desktop version to QB Online. I am a Mac user and have had problems in the past finding Mac QB experts. Out of the Box put me in touch with an incredibly knowledgeable professional who helped me not only migrate to online, but re-organized my whole company accounting. Fantastic experience and I’ll continue to use their services.”

  • What a blessing to have found this service

    “We had a computer crash & software upgrade issues. Out of The Box was a lifesaver. Mary was so kind, knowledgeable & patient. Thanks to her I now can sleep at night. I have already recommended Out of The Box to a friend. What a blessing to have found this service.”

  • Upgrade to QB Enterprise

    “My expert effectively brought our three very diverse divisions into a consolidated reporting structure by simply upgrading our QuickBooks to the Enterprise Solutions platform. I highly recommend her to anyone who needs help!”

  • QuickBooks Upgrade

    “I’ve worked with a variety of Consultants over the years and would rate Out of the Box as one of the best. I highly recommend to anyone who needs help with their accounting or who is thinking of upgrading their existing software!”

  • Took charge during emergency

    “Out of the Box came in an emergency situation,took charge ,and got us up and running on Quickbooks. They have been a great support since. I would highly recommend.”

  • Pleasant transition into new QuickBooks

    “My consultant is a pleasure to work with. Her in depth knowledge of the product was very impressive and she thought of ways to transition our data from an old version of QB to a new version.”

  • Switching from Peachtree to Quickbooks

    “We needed help switching from Peachtree to Quickbooks. Out of the Box made the process much easier than we expected. Their knowledge and suggestions and advice right on target.”

Additional Add-On Services

    • Inventory: Complete inventory item list review
    • Payroll: Migration from QBD Payroll to QBO Payroll
    • Class: P&L by Class
    • Rebuild and Condense: For files larger than 750,000 targets a file rebuild and condense is needed prior to performing a migration

Why Choose Us?

Are you an accountant or CPA striving to provide exceptional service to your clients while effortlessly navigating the world of accounting technology? Look no further! Out of the Box Technology is here to empower you with the ultimate solution for migrating your QuickBooks Desktop clients to QuickBooks Online.

  1. Expertise: QuickBooks specialists with in-depth knowledge of Desktop and Online versions, ensuring a seamless migration process.
  2. Comprehensive Support: Guiding you through data import, flawless chart setup, and data integrity maintenance.
  3. Confidence: Proven track record of accurate, reliable, and secure data transitions.
  4. Exclusive Collaboration: Partnered with Insightful Accountant, staying current with industry updates.
  5. Client-Focused: Tailored solutions to enhance your clients’ experience and boost your firm’s success.

SauceBox™ Approach

Our trademarked SauceBox™ Approach is a five-step "secret-sauce" recipe to client success.  We start by listening to the client and walking through a methodical approach to finding a solution that fits our client's pain points.  Our goal is to provide the best possible client experience, every single time!

LEARN MORE
SauceBox_01

Discover

Listen to the client and their pain points. 

SauceBox_02

Synthesize

Determine the scope of client need(s).

SauceBox_03

Solve

Provide a comprehensive solution based on the scope.

SauceBox_04

Review

Complete a comprehensive follow-up with the client.

SauceBox_05

Revisit

Provide scheduled check-ins to ensure client success.

Still Have Questions? We’re Here to Help.

Talk with an Expert