Migrating Teams to VRTrust
Help articles and guides to ensure a smooth transition from our legacy platform to VRTrust.
7 articles
- Migrating to VRTrust: The Complete Guide for Accounting PartnersA resource hub for accounting partners migrating their teams to VRTrust
- Migrating a Team to VRTrust Using the MCPMove a client team to VRTrust through an AI assistant
- How to duplicate a VRPlatform team and create a new VRTrust team (for accounting partners)Learn how to duplicate an existing team from the legacy platform and automatically generate a new VRTrust environment with ownership structures carried over.
- Reassigning Products and Services Before Retiring QuickBooks Accounts (VRTrust Migration)Move every QuickBooks product/service off an account you're retiring and onto a generic sales account before you deactivate that account.
- Voiding Invoices and Bills in QuickBooks When You Switch to VRTrustVoid (not delete) QuickBooks invoices and bills dated after your VRTrust Go-Live date, then journal applied payments to Trust Liabilities.
- Journaling Out Trust Liabilities in QuickBooks When You Switch to VRTrustBring your QBO trust liability accounts down to zero once VRTrust becomes the system of record, so the balance doesn't sit stale and the accounts are ready to deactivate.
- Deactivating the Old Chart of Accounts After Migrating to VRTrustThe last step in a QBO wind-down: confirm nothing still points to the old accounts, then make them inactive.