Our QuickBooks Data Conversion Services

Converting your accounting system or ERP system can be daunting, even if you’re just switching between different QuickBooks products. Depending on how long you’ve been in business there may be several GB of data, and your current accounting system is likely not a 1-to-1 match with QuickBooks. Don’t worry about confusing QuickBooks conversion tools. Our experts will migrate your data safely and securely saving you time and a headache.

Working with 800bookshelp you’ll have a dedicated QuickBooks data conversion services specialist who will assess your unique situation, determine which QuickBooks products you’ll need, and work with you to develop a phased conversion plan. We also employ full time programmers who will manage the export, cleaning, and import of your historical data. Post-conversion, your team will be fully trained on the new system, and we’ll help you put efficient processes in place that allow you to make the most of your new system.

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Phase 1. Determine Products Needed

Your dedicated QuickBooks Conversion Expert will spend time getting to know your business, as well as your current system. We’ll learn exactly what your team needs out of an accounting system, and which QuickBooks products you’ll need. This may include QuickBooks Enterprise, Payroll, Point-of-Sale System, or Field Service Management.

Phase 2. Template File Setup

This process requires developing the proper workflows that will make QuickBooks fit your business like a glove, and ensure that we can perfectly absorb all of the data from your current accounting system. During this brief period, you may want to be doing double entry in your old system and in the new QuickBooks file. You pull data, including reports such as Accounts Receivable and Accounts Payable, P&L, balance sheets by month, and any other data that needs to convert to QuickBooks.

Phase 3: Go Live & Train Your Team

Training your team is crucial to ensure that your company successfully transitions to the new software. We’ll do a training to make sure your team knows how to use your new system. 800bookshelp is known for its training; we have more than 200 training videos on our website because we want all QuickBooks users to be successful, even if they aren’t our clients.

Phase 4: Close and Review The Books

This process helps us determine if there are any other additional data or monthly reports you need to run your business. Many times we don’t realize which information is important until we no longer have access, so we’ll do a thorough double-check to make sure we’ve imported everything you need. If there are additional files which need to be moved, we’ll pull them over from your old system to QuickBooks.

Phase 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 you’re having problems, we’ll try to nip them in the bud. And if there are features or data that were left behind in your legacy system, we’ll retrieve them. We also encourage ongoing monthly / quarterly closing services to help you stay on track. Our goal is to make sure you are getting the most out of your accounting software.

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Whether you’re currently using QuickBooks and need professional consulting services, are looking to buy QuickBooks or even outgrowing QuickBooks, we can help.

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