First, you’ll schedule an onboarding call where your Skimmer bookkeeper walks you through the process step-by-step. Then, you’ll create a read-only account for your bookkeeper. Once they have access, your data will be migrated over to Skimmer Bookkeeping. Finally, you’ll be notified once your migration is complete. You’ll be able to review your past, present, and future data right within Skimmer.
