We migrate clean, structured data into Fishbowl, QuickBooks, and Method:CRM so your new system works as expected on day one.
What we do
- Extract data from your current files/systems
- Clean & standardize records (items/SKUs, customers, vendors, locations)
- Map & import into Fishbowl, QuickBooks, or Method:CRM
- Validate sample transactions and reports for accuracy
Where we focus
Fishbowl Inventory
Items/SKUs, vendors, customers, locations, starting quantities
QuickBooks (Desktop/Online)
Lists and opening balances aligned for inventory use
Method:CRM
Customers, sales data, and fields aligned to QuickBooks/Fishbowl
How we work
- Review your source data and target setup
- Prepare standardized templates for import
- Load into a test file and verify outputs
- Promote to live and confirm day-to-day use
Ready to migrate?
Schedule a short consult and we'll outline scope, data sources, and a clean hand-off plan.
Schedule Consultation
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