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How We Help You Convert To QuickBooks

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.

1 Determine the Products Needed

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.

2 Template File Setup

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.

3 Go Live and Train Your Team

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.

4 Close and Review The Books

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.

5 Follow Up and Maintenance

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.

Dancing Numbers

The Dancing Numbers Commitment

Built on Trust

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.

Accelerated Conversions

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.

Support and Training

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.

Customizations

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.

Optimizations

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.

Keep Your Past Records

Rest assured that all crucial business historical data will be transferred accurately to the new system, ensuring its seamless integration.

Convert To QuickBooks From

ACCPAC
excel
freshbooks
md
Oracle
myob
peachtree
xero
qb
sage
sap
zoho
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INDUSTRY EXPERTS

A Trusted Partner Familiar with Your Business and Industry

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.

INDUSTRY EXPERTS
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What Our Customer Says !

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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.

Gary T. French
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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.

Delores F. Smith
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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.

Alfredo M. Hightower
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Essential considerations before beginning with data conversion

  • Analyze your requirements and match them up with QuickBooks Online's features before starting the conversion. The QuickBooks Online version might not have everything you need. Also, QuickBooks Online can significantly change how you handle your clients, projects, and workflow. Complex Sales Ordering, sophisticated Inventory, Batch transaction Processing, or Average Cost for Inventory are among the advanced features that are not available in QuickBooks Online.
  • QuickBooks Online has tight character limitations. So, if your files don't follow the QuickBooks Online naming standards, rename them.
  • You will have up to 60 days after creating a QuickBooks Online account to convert your files from your PC once you begin using the database conversion services. You will need to terminate your QuickBooks Online account and open a new one if you can't convert within the first 60 days.
  • Please make sure you have QuickBooks Desktop version 2016 or later before converting your company file. You will need to update your information for older versions and download the most recent version. Press F2 or Ctrl + 1 when QuickBooks Desktop is open to find out the version of QuickBooks Desktop you are presently using. The Product Information Window will appear. Update QuickBooks Desktop to the latest version by selecting Update Now from the Help menu.
  • Make sure you run your payroll reports and data in advance because it's possible that the payroll data won't convert automatically.
  • Before moving further with the QuickBooks conversion, fix any errors in your QB Desktop inventory. Loss of data will be prevented.

Frequently Asked Questions

When we talk about data conversion, we simply mean the process of moving all the data from one location to another. Keep in mind that the new location should be a properly formatted QuickBooks instance where you plan to save the data. Data conversion may also be necessary when switching from another program to QuickBooks.

In QuickBooks, the main file that contains all of the company’s financial data is called a company’s file. The company file must be backed up every month because it contains sensitive data.

The user can perform the steps listed below to convert data in QuickBooks:
  • The professionals will decide which QuickBooks version is best.
  • There will be a new company file created.
  • Reorganizing the new QuickBooks company files with the accounting data.
  • Shorten long files to make data operations more efficient.
  • The old system is verified once again to make sure no data is still present.
  • Finally, to ensure efficient operations, check QuickBooks' performance.

The answer is that you may easily switch from any accounting software to QuickBooks. The user may need to follow a specific set of instructions and may require a QuickBooks subscription from a third party or get a license from the official Intuit website.
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