Migration from Cougar Mountain

Prepare your new blank QBO account

https://quickbooks.grsm.io/US

https://quickbooks.grsm.io/us-promo

then you may have 2 ways to convert data from Cougar Mountain

1, Prepare your data in CSV/XLS and utilize the importer tool. You will start from CoA, Lists, and Transactions.

https://transactionpro.grsm.io/qbo

2. Purchase a 3rd party conversion service.

Click my profile name and you will find our website address to send a direct message for assistance.

Welcome to the Community, @Kathy4234. I'm here to help ensure you'll be able to successfully migrate Cougar Mountain to QuickBooks Online (QBO). 

In addition to what Fiat lux suggested above, I also recommend reaching out to the Cougar Mountain support team for detailed instructions on the migration process. This way, we can ensure that all data will be successfully transferred to QBO.

Once the migration is completed, you'll now have to compare the data of your reports between the two programs. This is to determine which information is transferred and which is not. For guidance, feel free to check these articles:

• Compare your financial reports.

• Move your lists to QuickBooks Online

After checking, you can now start setting up your online company file. To help you with the process, please see this awesome resource: Resources for getting started with QuickBooks Online.

Please let me know how the steps go. I'd appreciate any updates about the migration. If you have any other questions about this, don't hesitate to leave a comment below. I'm just around the corner to lend you a hand. Have a great week ahead.

Here are the steps to convert Cougar Mountain to QuickBooks. Please follow ardently.
Step 1: Start a meeting and evaluate which products are required.
Step 2: Initiate file set up by drawing reports like Payroll, AP, Balance
Sheet, etc.
Step 3: Finish the live training via a webinar under the guidance of a QuickBooks
expert.
Step 4: Review all the business financials before going live.
Step 5: Deliver monthly and quarterly closing services.
The process of conversion of Cougar Mountain to QuickBooks does not require any
specific technical expertise; however, it should be done step by step in order to benefit the business