| Planning |
Define project scope and objectives |
3 days |
Week 1 |
| Identify stakeholders and roles |
1 day |
Week 1 |
| Create project timeline and milestones |
1 day |
Week 1 |
| Preparation |
Install QuickBooks Desktop |
1 day |
Week 2 |
| Set up company file |
1 day |
Week 2 |
| Configure user permissions |
1 day |
Week 2 |
| Data Migration |
Export data from existing system |
2 days |
Week 2-3 |
| Import data into QuickBooks |
2 days |
Week 3 |
| Verify data accuracy |
2 days |
Week 3 |
| Configuration |
Set up chart of accounts |
2 days |
Week 4 |
| Configure customer and vendor lists |
2 days |
Week 4 |
| Set up inventory items (if applicable) |
1 day |
Week 4 |
| Configure taxes and preferences |
1 day |
Week 5 |
| Integration |
Set up bank feeds |
1 day |
Week 5 |
| Configure integrations with other software |
2 days |
Week 5 |
| Testing |
Perform thorough system testing |
3 days |
Week 6 |
| Run test transactions |
2 days |
Week 6 |
| Training |
Develop training materials |
2 days |
Week 7 |
| Conduct user training sessions |
3 days |
Week 7 |
| Go-Live |
Final data verification |
1 day |
Week 8 |
| Go-live and system cutover |
1 day |
Week 8 |
| Post-Implementation |
Provide post-go-live support |
5 days |
Week 8-9 |
| Conduct project review and gather feedback |
1 day |
Week 9 |
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