Master Builder to QuickBooks Conversion

by James Antonio

Converting Master Builder to QuickBooks software is considered an effortful and backbreaking process. It involves careful decisions and factors because it might affect the critical information. The data depends upon how long you have been using the company files for the business. It rapidly increases with time. As a result, your traditional software might sometimes unable to cope up with the expanding data. Hence you need to decide between switching the accounting software. When thinking of changing the system to control the overall account the most popular one is QuickBooks. The below article will cover the information related to Master Builder to QuickBooks Conversion.

Why Converting Data from Master Builder to QuickBooks?

There might be a couple of reasons behind the decision of switching the data from Master Builder to QuickBooks. For instance, it has been seen that in the Master Builder product the users face some complexities in customizing reports. Some time extra keystrokes are needed and canned reports get created through record number rather than date. It may become challenging and time-consuming. Moreover, some other issues are unable to access monthly comparative reports for the desired balance sheet. 

The master-builder needs more time for tracking payments to the vendor and monitoring checks paid or invoices. Also, require a lot of work and effort to make cash basis statements. Hence, when users need better project management, double-entry, Mac compatible with parallels, and better functionality they take a decision to change the accounting system. Switching to a new system requires the crucial step of converting data from Master Builder to QuickBooks.

Read more: Sage 50 to QuickBooks Data Conversion

Important things need to Consider Before Master Builder to QuickBooks Conversion

Data conversion is regarded as a careful process because it contains importing, and exporting of the important data stored in the Master Builder software. So need to choose the trustable engineers to prevent information loss. Before selecting the data conversion service provider explore once their experience to get started with the import process into QuickBooks. The conversion process is a time-consuming procedure it is not a one-day task so have patience and check the factors that need to be considered. Follow some of the other additional information requires to read before Master Builder to QuickBooks Conversion:

  • First of all, check the appropriate version of the QuickBooks you have chosen. It is preferable to use the updated version of QuickBooks before proceeding with a data conversion process.
  • Check out all the necessary rules and limitation of QuickBooks sometimes you need to perform some adjustments in the account details including name, account number, or any other details.
  • Verify the data you selected to conversion some things that might not be compatible.

Perks of Master Builder to QuickBooks Conversion:

  • If you have decided to switch from the construction industry or need to expand your business then it is a more beneficial and reasonable solution to choose QuickBooks.
  • QuickBooks provides convenient and time-saving features to cover the basic accounting needs of any organization you have chosen regarding expense management.
  • When converting data to QuickBooks from Master Builder it allows opting for simple and user-friendly features in terms of accounting.
  • It lets you solve the major complexities in the Master builder system like double-entry issues, reporting, etc.

Read more: Peachtree to QuickBooks Conversion Service

Procedure Steps of Master Builder to QuickBooks Conversion

The data conversion process includes export management, importing of the historical data of the traditional software, cleaning, and some post-conversion steps. Here is the list of steps to convert data from Master Builder to QuickBooks:

Step 1 – Verify the Exact Needed Product:

In this phase, the QuickBooks conversion experts need to determine the requirements of your business by analyzing the on-going system. It includes selecting the appropriate version of QuickBooks like payroll POS system, QuickBooks Enterprise, etc.

Step 2 – Setting up document Template:

In this section, the team has to check and analyze the correct workflows suitable for your business and verify what perfectly fits data to the ongoing accounting system. It involves pulling details like Accounts Receivable, balance sheets, Accounts payable, P&L, and other needed data to convert into QuickBooks.

Step 3 – Closing and Reviewing Process:

In this phase, you need to determine whether there need any other extra information or monthly reports. Checking all the details get imported or not.

Step 4 – Follow up:

In this, you are allowed to run the accounting software monthly or quarterly. The purpose is no check how the process going, checking the problems or any left behind data in data conversion.

That’s all for today! To explore more stay updated with the platform.


How much Time the Conversion Process will take to Convert Data from Master Builder to QuickBooks?

It might take up to 30 minutes. However, the time varies with the amount of data you selected for conversion.

What types of Transactions are Compatible to Convert Data from Master builder to QuickBooks?

• Invoices
• Customer payments
• Bills
• Vendor Credits
• Checks
• Estimates
• Journal entries
• Credit card charges and more

What Changes will take Place after Master Builder to QuickBooks Conversion Process?

Once you completed the data conversion you can easily view the data in the newly switched accounting software. It includes ease of using the existing data and in using the newly optimized features of QuickBooks.

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

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

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

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

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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