Cutting down costs by Switching from QuickBooks Enterprise to QuickBooks Premier
QuickBooks Desktop
Enterprise to
QuickBooks Desktop
Premier
Case Study on Data Migration
Project
Overview
A mid-sized retail business transitioned from QuickBooks Desktop Enterprise to QuickBooks Desktop Premier to reduce software costs. We migrated two years of historical data in just three weeks.
Reason for the
Switch
The client found QuickBooks Desktop Enterprise’s annual subscription fees excessive. Upon reassessment, they realized many advanced features were underutilized.
Outcome of the
Switch
Essential historical data was successfully migrated, allowing the client to efficiently manage core financial operations. QuickBooks Desktop Premier offered a cost-effective solution for their accounting needs.
2
Years
Data Span
2
Weeks
Turnaround Time
13000+
Transactions
QuickBooks
Desktop Enterprise
to QuickBooks
Desktop Premier.
Migration
Data Transformation
- Simplified the chart of accounts to align with Premier’s capabilities.
- Identified and addressed data types exclusive to Enterprise.
- Consolidated advanced inventory tracking data to fit Premier’s inventory management.
Data Validation
- Verified accuracy of imported data, focusing on key financial reports.
- Addressed discrepancies arising from feature differences between Enterprise and Premier.
- Matched outstanding balances and account totals to ensure accuracy.
Data Export
- Extracted Item, Customer, and Vendor lists from QuickBooks Enterprise.
- Exported transactions, including sales receipts and purchase orders.
- Created and exported financial reports for validation.
Data Upload
- Utilized QuickBooks’ built-in conversion tool for initial data transfer.
- Manually imported additional data not covered by the conversion tool.
- Ensured data integrity during the transfer process.
Data Transformation
- Simplified the chart of accounts to align with Premier’s capabilities.
- Identified and addressed data types exclusive to Enterprise.
- Consolidated advanced inventory tracking data to fit Premier’s inventory management.
Data Validation
- Verified accuracy of imported data, focusing on key financial reports.
- Addressed discrepancies arising from feature differences between Enterprise and Premier.
- Matched outstanding balances and account totals to ensure accuracy.
Data Export
- Extracted Item, Customer, and Vendor lists from QuickBooks Enterprise.
- Exported transactions, including sales receipts and purchase orders.
- Created and exported financial reports for validation.
Data Upload
- Utilized QuickBooks’ built-in conversion tool for initial data transfer.
- Manually imported additional data not covered by the conversion tool.
- Ensured data integrity during the transfer process.
Thank
You Very
Much !
