It can be intimidating to convert your ERP system or accounting software. Depending on how long you have been in business, you may have many GB of data, and it's possible that QuickBooks and your current accounting software don't work together perfectly. Don't worry if the QuickBooks converting tools are unclear. Professionals will safely and securely migrate your data, saving you time and headaches
You will have a dedicated conversion consultant working for Dancing Numbers who will evaluate your particular situation, decide which QuickBooks items you'll require, and collaborate with you to create a phased conversion plan. Also, you have full-time programmers who will take care of your historical data's export, cleaning, and import. Following the conversion, your team will receive thorough training on the new system, and you will be assisted in setting up productive procedures that let you make the most of your new system.
Your personal QuickBooks Conversion Specialist will take the time to get to know your company and its present setup. You will learn the precise requirements your team has for an accounting system and which QuickBooks products you will require. This may involve QuickBooks Enterprise, Field Service Management, Payroll, or Point-of-Sale.
In order to achieve this, it is necessary to create the appropriate procedures that will make QuickBooks fit your company like a glove and guarantee that we can seamlessly import all of the data from your current accounting system. You might want to perform double entry during this brief period in both your old system and the new QuickBooks file. You can collect information, such as accounts payable and receivable reports, P&L, monthly balance sheets, and any other data that has to be converted to QuickBooks.
To ensure that your business effectively switches over to the new software, training your workforce is essential. To ensure that your team is knowledgeable about using your new system, you will have training. More than 200 training videos are on the website since Dancing Numbers is known for its training and wants all QuickBooks users to be successful, even if they aren't our clients.
This procedure enables you to determine whether you require any more information or monthly reports in order to run your business. It will be thoroughly double-checked to make sure that everything you need is imported because frequently we don't know which information is important until we no longer have access. We will transfer any more files from your previous system to QuickBooks if they need to be moved.
You will be given a month or two to use the QuickBooks program before checking in to see how things are doing. We will strive to stop any problems before they start if you are having any. Also, we will retrieve any features or data that were left in your legacy system. In order to keep you on track, we also recommend continuing monthly or quarterly closing services. The main goal is to ensure that you use your accounting software to its full potential.
We make sure that the conversion of your most important business history is flawless and correct. You have to feel confident in the proper migration of all historical data to the new system.
You have to speed up the time to conversion. Reduce time spent working on two systems at once and do away with double entering. Make sure your system is configured properly, that all tables and databases are operational, and that your bank accounts are linked properly.
Get custom training for your entire staff, including the leadership. Take full advantage of QuickBooks. You will be demonstrated how to use the 150+ pre-built reports and generate custom reports specific to your company.
QuickBooks can be made more powerful by adding custom modules, marketplace apps, or open API. Our developers will integrate, install, and customize solutions to your business processes.
You may rely on our professionals to troubleshoot and optimize for consistently excellent performance if you ever feel that your new QuickBooks system is slow or not performing as planned.
Rest assured that all crucial business historical data will be transferred accurately to the new system, ensuring its seamless integration.
Our team of consultants at Dancing Numbers has extensive experience working with numerous businesses across various industries. We specialize in customizing QuickBooks and ERP systems to meet the specific requirements of each industry. Whether you own a small retail store, manage an international manufacturing business, operate a residential construction company, practice law, run a software company, or oversee a rapidly expanding nonprofit organization, we have encountered and successfully addressed similar challenges before. Count on us to provide the assistance you need.
Recently used QuickBooks' conversion tool to switch my accounting from Sage 50 and was pleasantly surprised at how smoothly the process went. The tool was easy to use, and the conversion was completed quickly without any issues. Highly recommend for those looking to switch accounting platforms.
I had been using Sage 50 for years but started to feel like it wasn't keeping up with my business needs. A colleague recommended QuickBooks, but I was hesitant to make the switch. Thankfully, with the help of the QuickBooks conversion team, the transition was seamless. They were professional, knowledgeable, and made it a stress-free experience.
I always thought that it’ll take a lot of work and effort to move from Sage 50 to QuickBooks online, yet these guys did it for me in a few days.