QuickBooks Data Migration

Major Data Migration Cases in QuickBooks

1. Migration from One QuickBooks Edition to Another:

Whenever you are transferring, upgrading, or downgrading one edition of QuickBooks to another such as QuickBooks Pro, Premier, Accountant, Online and Enterprise, then this type of migration is done in the Company.

2. Migration from One Accounting System to QuickBooks:

If the user wants to migrate data from an existing accounting system to QuickBooks, then the type of migration comes handy. You can evidence the most common conversions in the form of data migration from NetSuite, Sage 50, AccountEdge, Simply Accounting, Xero, BusinessWorks, MYOB, Peachtree and various other systems to QuickBooks.

3. Migration of International Editions:

If a user desires to change from one International version of the QuickBooks to another such as, UK to the US, Canada to the UK, the US to Australia, etc. then he has to follow this migration type. One comes situation arises when a user picks a wrong International version of QuickBooks, or it is the new tax legislation that requires the use of VAT, which is not supported in the current version.

What Are The Advanced QuickBooks Data Migration Services That We Offer?

If you want to convert any of your accounting programs to QuickBooks, you can rely on the QuickBooks data migration experts. We offer a varied range of QuickBooks data conversion services. The below-given list concludes the significant services related to the QuickBooks migration:

• QuickBooks Enterprise to Pro/Premier

• Simply Accounting to QuickBooks

• Dynamics GP to QuickBooks

• NetSuite to QuickBooks

• AccountEdge to QuickBooks

• Sage BusinessWorks to QuickBooks

• SAP B1 to QuickBooks

• Sage 50 US to QuickBooks

• Sage 50 Canada to QuickBooks

• Xero to QuickBooks

• Peachtree to QuickBooks

• DacEasy to QuickBooks

How Does The QuickBooks Desktop To Online Data Migration Process Works?

The whole process of converting your accounting system can be tedious. With each passing day, your system might have gathered several GB of data, and therefore, your accounting system is unlikely to have a 1-to-1 match concerning QuickBooks. Working with QuickBooks Error Solutions, you’ll experience a dedicated conversion specialist who will ponder over your unique situation, and accordingly determine which QuickBooks products you'll need, and work with you to develop a phased conversion plan. For further assistance, we have full-time programmers that can assist you in managing the export, cleaning, and import of your historical data. Post-conversion, your team will gain complete guidance on the functioning of the new system, and we’ll help you put efficient processes in place to utilize your system to the utmost. It will help you not to follow the common QuickBooks migration mistakes that user do.

Here, we have explained Step by step QuickBooks Migration planning process:

Step 1: Determine Products Needed

The dedicated QuickBooks Conversion Expert that you select will invest his time to know your business and your current system in a better way. We’ll try to discover what your team needs out of an accounting system, and which QB data migration tools and products you'll require. It is inclusive of QuickBooks Enterprise, Payroll, Point-of-Sale System, or Field Service Management.

Step 2: Template File Setup

The migration feature of QuickBooks needs to develop proper workflow. It will help the users to make QuickBooks fit your business like a glove, and ensure that we dig out all the required data from your current accounting system. During this brief period, you might have to work a bit more as you need to do the double entry of data in your old system and the new QuickBooks file as well. You scrutinize data, inclusive of reports such as Accounts Receivable and Accounts Payable, P&L, balance sheets by month, and other data that you may require to convert to QuickBooks.

Step 3: Go Live & Train Your Team

After the migration process is over, it becomes incredibly crucial to train your team to ensure that your company successfully transitions to the functioning of the new software. We’ll do proper training to make sure your team knows how to use your new system.

Step 4: Close and Review The Books

The easy QuickBooks Data Migration Services process helps us determine if there are any other additional data or monthly reports that you may need to run your business swiftly. Many a time we don’t realize which information is necessary till we do not have the access, so we'll do a thorough double-check to make sure we've imported everything you need. If other files need to be moved, we’ll pull them over from your old system to QuickBooks.

Step 5: Follow Up & Maintenance

We’ll let you run the QuickBooks software for a month or so and then check-in and see how things are going. If in case you incur any issue, we’ll try our best to nip them in the bud. If somehow, some features or data were not updated in your system, we promise to retrieve them at the earliest. We also encourage ongoing monthly/quarterly closing services that can assist you for keeping a track. We want you to make the most of your accounting software.