Benefits of Using Sage MAS 90 to QuickBooks Data Migration Services
- Creating and maintaining invoices and other sales documents is quite an easy work when you move from Sage MAS 90 to QuickBooks Online.
- With QuickBooks Online, you can connect other restricted users and make it more accessible. Moreover, it allows you to access your account and information from anywhere at any time.
- QuickBooks is more of a user-friendly accounting software. You can learn it in no time. With a low learning curve, you can start working on it right away.
- In the world of business, we all know it offers us an immense amount of features which makes it one of the most efficient and seamless software.
- With Sage software you cannot get a free trial however QuickBooks offers you a free trial.
Process of Converting Sage MAS 90 to QuickBooks
Your financial data from Sage MAS 90 is transferred to QuickBooks. Moreover, transfer your data between QuickBooks Premier, Pro, and Enterprise editions. The steps you need to take to convert data are listed below:
Phase 1: Ascertain Products Required
Spend time getting to know your company and the present system; your dedicated QuickBooks Conversion Expert will do just that. We will ascertain the precise requirements of your team for an accounting system and the QuickBooks items that you will want. Field Service Management, Payroll, Point-of-Sale Systems, and QuickBooks Enterprise are a few examples of these.
Phase 2: Setup of Template Files
This procedure calls for creating the appropriate processes to guarantee that QuickBooks fits your company like a glove and that we can flawlessly import all the data from your current accounting system. Double entry in the new QuickBooks file and your old system can be something you wish to perform during this short window of time. You extract data, which includes P&L, monthly balance sheets, reports on accounts payable and receivable, and any other data that has to be converted to QuickBooks.
Phase 3: Launch & Educate Your Group
To make sure that your business smoothly switches to the new software, you must train your staff. To ensure that your staff is proficient in using your new system, we will provide training. Since we want all QuickBooks users, including those who are not our clients, to succeed, Dancing Numbers is well-known for its training; on our website, there are more than 200 training videos.
Phase 4: Close and Examine the Books
Through this procedure, we may ascertain whether you require any more monthly reports or data to operate your firm. We’ll perform a comprehensive double-check to make sure we’ve imported everything you need because we frequently don’t know which information is vital until we no longer have access. If more files need to be transferred, we’ll transfer them from your previous system to QuickBooks.
Phase 5: Maintenance and Follow-Up
You will get a month or two to use the QuickBooks program before checking in to see how things are doing. You have to attempt to address any issues you may be experiencing right away. Additionally, you’ll retrieve any functionality or data that your legacy system may have forgotten. You also recommend continuing monthly or quarterly closure services to assist you in staying on course. Making sure you are getting the most out of your accounting software is your main objective.
Checklist: Before QuickBooks Data Migration Process
- Use the features of QuickBooks Online to analyze and match your needs.
- While the software includes certain advanced features like complex sales ordering, batch transaction processing, advanced inventory, or the average cost for inventory, among others, the QB Online edition has limited features.
- In QuickBooks Online you can follow strict character limitations. Therefore, change your files right away if they don’t follow the QuickBooks Online naming guidelines.
- Before converting your company file, you can use QuickBooks Desktop version 2016 or later. Update your information for previous versions and download the latest version.
- To find out the version of QuickBooks Desktop you are using right now, open the program and use the F2 or Ctrl + 1 keys on your computer. After that, the Product Information Window will be displayed to you. To upgrade QuickBooks Desktop to the latest version, you have to choose Update Now from the Help menu here.
- Make sure you run your reports and payroll data in advance because the payroll data might not convert automatically.
- You have 60 days from the date of account creation to use “database conversion services” to convert files from your PC into QB Online accounts. In case you are unable to convert during the first sixty days, you will need to close your QuickBooks Online account and open a new one.
- You can fix any errors in your QuickBooks Desktop inventory is a must for moving on with the QuickBooks conversion. It will help you from losing data.