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AccountEdge to QuickBooks Data Conversion

It can be difficult to convert the full accounting system, however, depending on how long you have worked for the […]


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It can be difficult to convert the full accounting system, however, depending on how long you have worked for the company, there may be a specific amount of GB of data. Accounting Edge is one of the greatest QuickBooks alternatives, but it is known by its user-friendly features.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Online. Utilize import, export, and delete services of Dancing Numbers software.

Quickly, accurately, and affordably, QuickBooks may be connected to the current AccountEdge accounting system. The accounting system develops all methods and procedures to satisfy your company’s needs. This blog will provide you with complete details on AccountEdge to QuickBooks, including a list of all its advantages.

What do You Need to Transfer?

Chart of Accounts, Job lists, Vendor lists, Service item lists, Employee lists Transactions, Non-Inventory and Inventory Items, Invoices, Customer Payments, Credit Memos, Assembled Build Items, Bills, Journal Entries, Sales Receipts, Vendor Credits, Vendor Payments, Checks, Item Receipts, Estimation, Transfer, Sales Orders, Purchase Order, Sales Tax Payment, Liability Adjustment, Inventory Adjustment, Paychecks, and Payroll Liabilities.

How to Convert AccountEdge to QuickBooks Online?

Step 1: You have to Decide and Make sure about Product Needs

Your committed QuickBooks Conversion Expert will spend significant time getting to know your company and current system. They need to be aware of the business’s centric growth, where you derive more profit from your accounting system, and the specific QuickBooks products you’ll need. The QuickBooks Enterprise, Payroll, Point-of-Sale System, or Field Service Management may all include this.

Step 2: Set the Template

This cycle requires building up the proper work processes that will ensure QuickBooks fits your company correctly and can completely retain all of the data from your current accounting system. You might need to double-click a part in both the new QuickBooks record and your old system during this short period. You retrieve data, including reports like Accounts Receivable and Accounts Payable, P&L, monthly financial records, and any other data needed to switch to QuickBooks.

Step 3: Go Live and Train Your Team to meet with more Accuracy

To ensure that the company successfully transitions to the new programming, preparation of your group is essential. New preparation to guarantee that your team is aware of how to use your new technology.

Step 4: To Ensure, Close, and Review the Books

This cycle helps to decide that if you need any further information or monthly reports to keep your business running well. Most of the time, it is difficult to understand which data is important until the file is deleted. As a result, it is required to double-check the imported data. If more papers need to be moved, do so from your old system to QuickBooks.

Step 5: Follow up and Concern about Maintenance

Now that you have everything set up, you may run the QuickBooks software for a month or so and then check in to see how things are doing. With the help of the on-screen instructions, you can retrieve any information that was left behind in your heritage system. Additionally, you can enable ongoing monthly/quarterly closing services to help you stay on target.

The above information is sufficient to learn about how to convert AccountEdge to QuickBooks Online. If still after reading this blog if you face any issue related to this then you can call the help desk as they are available round the clock for their users. Connect with Dancing Numbers team via LIVE CHAT and solve out your issue in few minutes.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-800-596-0806 or chat with experts.


Frequently Asked Questions (Faqs)

Is AccountEdge is Cloud Based?

A cloud desktop hosted by AccountEdge functions exactly like a physical desktop. Users from any place can access your AccountEdge company file and work together on the accounting process because it is kept on a secure cloud desktop server.

How to Open an AccountEdge File?

● At the top of the screen you have to select Get Info from the File menu.
● Click the triangle to its left to display it, in the Get Info window if the open with: information isn’t displayed.
● Then you have select AccountEdge as the program to open the file with, from the drop down menu.

What is AccountEdge Pro?

AccountEdge is an accounting and management tool that helps the creation and management of sales and purchases, payroll administration, inventory management, time billing, and contact management.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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