Desktop migration readiness check
Whether your Desktop file is ready to convert, and the items to clean up first so balances survive the move.
OpenFlorida · QuickBooks Migration
Florida QuickBooks migration without losing your history.
A QuickBooks ProAdvisor moves your Florida file — Desktop to Online, or from another platform — with opening balances and history intact, sales tax re-mapped to 6% plus the surtax of the county of delivery, reemployment tax carried with each employee’s year-to-date wages, and the fixed-asset schedule carried over for the TPP return. Fixed-fee, remote, all 67 counties.
QuickBooks migration: $2,500–$10,000+What sets the price
If your file needs our paid diagnostic first, its fee is credited in full against the cleanup. Either way, you get a fixed fee in writing before any work starts.
State rule
Florida rule: a dealer who files and pays electronically deducts a 2.5% collection allowance on the first $1,200 of tax due; at cutover, sales tax payable carries only tax still owed, with past allowances already booked as income. Source: s. 212.12, Florida Statutes.
§ The short version
Florida QuickBooks migration moves your file from Desktop to Online, or from another platform, with history intact for a fixed fee of $2,500–$10,000+. At cutover we re-map sales tax to 6% plus the county surtax, carry each employee’s year-to-date wages against the $7,000 reemployment-tax wage base and bring the fixed-asset schedule over for the TPP return.
They took something that felt overwhelming to me as a first-year business owner and made it simple.
What stood out the most was TechBrot Inc’s attention to detail.
Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification,
§ 01 · The cutover check
The Florida balances a migration has to carry.
A migration is proven on one date: the cutover. These Florida accounts have to open in the new file at the balance the state’s own records support on that date, or the first DR-15 or RT-6 after go-live starts out wrong.
| Account in the new file | Balance at cutover | Ties to |
|---|---|---|
| Sales tax payable, state 6% and county surtax | Tax collected and not yet remitted for the open period, with the state tax and each county’s surtax identifiable | The open DR-15 for your filing frequency |
| Collection allowance | Allowances taken on past returns already booked as income, not left sitting in the liability | Each DR-15 filed and paid electronically on time: 2.5% of the first $1,200 of tax due |
| Reemployment tax payable | Tax accrued for the current quarter on wages up to $7,000 per employee per calendar year | The quarter’s RT-6, the Employer’s Quarterly Report filed with DOR |
| Payroll year-to-date, per employee | Wages paid since January 1, so the $7,000 reemployment-tax wage base does not restart at go-live | The RT-6 wage detail for each quarter |
| State income-tax withholding | None: Florida has no personal income tax, so no state withholding account opens | Nothing to tie; a stray state withholding item in the old file is removed |
| Fixed assets (TPP) | Cost and in-service dates, by county location | The DR-405 filed with the county property appraiser by April 1 |
Florida payroll and sales-tax settings to re-map
- The filing frequency DOR assigned: monthly above $1,000 of annual sales-tax collections, quarterly at $501–$1,000, semiannual at $101–$500, annual at $100 or less.
- The state 6% and each county’s surtax as rates by county of delivery, with the $5,000 surtax limit where it applies.
- Tax collected kept out of gross sales; DOR notes that including it increases the tax due.
- Reemployment tax as an employer item at your assigned rate (2.7% for new employers) on the first $7,000 of each employee’s wages, and no state income-tax withholding item.
This is the Florida layer. The engagement around it — conversion, Intuit’s free tool, the integrity checks every migration runs — is the national QuickBooks migration service, and the state’s other filings are on the Florida page.
Your migration is prepared by a senior bookkeeper who works in your software, or by a signed specialist practice when your books need one, with every close reviewed by a Certified QuickBooks ProAdvisor before it reaches you. TechBrot does not prepare or file tax returns; we work with your CPA or EA. TechBrot is not Intuit and does not provide Intuit product support.
§ 02 · What a migration gets right for Florida
Three Florida things a migration should fix, not carry over.
Migrating is the chance to set Florida up correctly — rather than importing the old system’s mistakes.
6% + surtax
Sales tax re-mapped to Florida, by county
DOR: the state rate is 6%, and a county’s discretionary sales surtax applies to taxable items delivered into that county; for certain transactions only the first $5,000 of a sale is subject to the surtax. The migration re-maps rates by county of delivery instead of carrying one flat rate over.Services
Florida taxes some services
DOR lists taxable services that require registration, including nonresidential interior cleaning, nonresidential pest control, and investigative and crime-protection services; repairing or altering tangible personal property also requires registration. The migration sets taxable and exempt service lines up as separate items so the right ones carry tax.TPP
Fixed assets carried over intact
DOR: a business that owns tangible personal property on January 1 files a DR-405 with the county property appraiser by April 1, reporting the property in that county on January 1. We carry the fixed-asset schedule over intact so that return is not rebuilt after the move.§ 03 · What a Florida migration covers
A clean move, with Florida configured right.
A migration is the best moment to fix the Florida specifics — so we re-map them as part of the move.
01
Desktop to Online
A clean move from QuickBooks Desktop to Online with lists, balances, and history intact — or the reverse if Desktop fits better.QuickBooks Online
02
From another platform
Coming from Xero, Wave, spreadsheets, or another system — we map the data into a Florida-correct QuickBooks file.QuickBooks setup
03
Sales tax re-mapped by county
Sales tax set up correctly to 6% + the county surtax during the move — not carried over as a flat statewide rate.Sales tax help
04
Service taxability configured
Taxable service lines set up during the migration so Florida’s tax on services is rated correctly going forward.Sales tax help
05
Fixed assets carried over
The fixed-asset schedule moved intact so the tangible personal property return isn’t reconstructed after the migration.Bookkeeping services
06
Verified before go-live
Migrated balances reconciled to the source and the file verified clean before you rely on it.Cleanup & reconciliation
§ 04 · The scope
What we do — and what we don’t.
What TechBrot does
- Migrate from Desktop to Online, or from another platform, with history intact
- Re-map 6% + county surtax sales tax by location during the move
- Set up service taxability during the migration
- Carry the fixed-asset schedule over intact for the TPP return
- Reconcile migrated balances to the source before go-live
- Configure reporting and integrations on the new file
What your CPA does
- File the Florida sales tax, reemployment tax, or corporate income tax returns
- File the tangible personal property return
- Represent you before the Florida Department of Revenue
- Provide legal or tax advice
- Step 1
Free scoping call
A QuickBooks ProAdvisor reviews your source system and data to scope the migration. - Step 2
Written fixed-fee scope
A written scope and fixed fee within 3 business days, with the Florida re-mapping listed. - Step 3
Migrate & re-map
We move balances and history, re-map sales tax by county, configure the taxability of services, and carry the fixed-asset schedule over. - Step 4
Verify & go-live
Migrated data reconciled to the source and the file verified before go-live — or straight into monthly bookkeeping.
§ 06 · The advisory line
Automation handles the data entry. We handle the judgment.
A migration is the cheapest opportunity you’ll get to fix Florida configuration — the built-in import tools faithfully carry over flat-rate sales tax and a missing taxability of services, so “just importing” often means importing the old mess. Doing it with a ProAdvisor means you land on a clean Florida file instead.
Once migrated, the same preparer can keep the file clean in monthly bookkeeping — so the fresh start lasts.
§ 07 · Around this page
Around Florida.
Florida QuickBooks ProAdvisor & bookkeeping
The state page: services, industries, cities and the Florida tax terms in one place.QuickBooks migration, nationally
The national engagement this page is the Florida version of — same scope, same written fixed fee.Also in Florida
Florida cities
Not sure where your file stands? Start with the free QuickBooks file review · how Florida compares: state-by-state tax quirks.
§ 08 · Around the engagement
Before you engage anyone.
What doesn’t convert from Desktop to Online
The data QuickBooks Desktop keeps and QuickBooks Online drops in a migration — and what to capture before you convert.
Open§ 09 · Common questions
Florida QuickBooks migration questions.
What does Florida QuickBooks migration include?
A QuickBooks ProAdvisor moves your file from Desktop to Online or from another platform with opening balances and history intact, re-maps sales tax to 6% + the county surtax by location, configures service taxability, and carries the fixed-asset schedule over for the TPP return — then verifies the data before go-live.
Why not just use the built-in migration tool?
Because the built-in import carries over the old system’s mistakes faithfully — including flat-rate sales tax and a taxability of services that was never recorded. A ProAdvisor migration is the chance to re-map sales tax by county, configure the taxability of services, and verify opening balances, so you land on a clean Florida file rather than a copy of the old mess.
Will I lose my transaction history?
No. We migrate opening balances and history so reporting and the corporate-tax figures stay continuous across the cutover, and we reconcile the migrated data to the source before go-live so you can trust it. The depth of history moved depends on the source system, which we confirm during scoping.
Can you migrate from Xero or spreadsheets?
Yes — whether you’re coming from QuickBooks Desktop, Xero, Wave, spreadsheets, or another platform, we map the data into a Florida-correct QuickBooks file with sales tax, the taxability of services, the chart of accounts, and fixed assets set up properly for Florida.
How much does Florida QuickBooks migration cost?
Fixed-fee against a written scope, never hourly — typically $2,500–$10,000+ depending on data volume, the source system, and how much re-mapping the Florida setup needs. You get the exact fee in writing within 3 business days of a free scoping call.
Do you file my Florida taxes after migrating?
No. TechBrot does not prepare or file tax returns; we work with your CPA or EA. TechBrot is a bookkeeping and advisory firm: we migrate the books and keep them ready for the sales tax, reemployment tax, corporate income tax and TPP filings.
What happens to Florida’s collection allowance in a migration?
Florida lets a dealer who files and pays electronically deduct 2.5% of the first $1,200 of tax due on each return (s. 212.12, Florida Statutes). In the migrated file each allowance taken has to be booked as income on the return it came from, or the sales-tax liability never ties back to the DR-15. We check that at the cutover, before go-live.
Checked against the Florida Department of Revenue.
Florida businesses start here