Dancing Numbers Data conversion services from Dynamics or Great Plains Accounting software to QuickBooks Premier, Pro, Accountant, Enterprise, or QuickBooks Online that is industry standard. Complete accuracy can be achieved when migrating all Dynamics or Great Plains Accounting versions to QuickBooks Desktop or QuickBooks Online. The trial balance, profit and loss, and balance sheets in QuickBooks will all precisely match the data from your Dynamics or Great Plains Accounting system thanks to the conversion. Aging A/R and Ageing A/P, among other financial reports, will also match. All lists and previous transactions have been fully converted.
Let’s take a quick look at Great Plains Accounting Software and QuickBooks before digging into the migration process.
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Great Plains Accounting Software, sometimes also known as Great Plains Software. It is an accounting software which is designed primarily for small and medium-sized businesses. The accounting programme is Microsoft Dynamics Great Plains which handles financial management and in addition to cash flow, accounts receivable, inventory, fixed assets, accounts payable, Chart of Accounts, and general ledger management. Aside from being reasonably priced, QuickBooks software maintains current records of all financial transactions, including charges, employee expenses, and inventory. You have come to the right place if you are searching for excellent conversion services.
In the realm of accounting software, companies frequently need to move between different systems. A typical migration is from QuickBooks to Dynamics or Great Plains Accounting. However, how does this data migration procedure operate? The ins and outs of moving data from Dynamics or Great Plains to QuickBooks will be covered in this article, along this it can streamline your accounting processes.
Advantages of Great Plains Software to QuickBooks Migration
Businesses can gain a number of advantages by switching from Dynamics/GP to QuickBooks. Let’s examine some benefits of this change in direction:
QuickBooks is a more appealing choice for small and medium-sized enterprises because it is typically less expensive than Dynamics/GP. Organizations that switch to QuickBooks may be able to save money on software and upkeep while keeping strong accounting features.
QuickBooks offers an intuitive user interface that makes accounting tasks easier for users of all experience levels. Employee training time is decreased and productivity is raised thanks to the user-friendly layout and simple navigation.
QuickBooks has a large number of integrations with other business tools, including CRM software, inventory management systems, and payment processors. Simplified workflows and increased efficiency are made possible by this integration capability.
Access Anytime, Anywhere
Cloud-based solutions from QuickBooks let users access their accounting information from any location with an internet connection. Real-time data updates, team collaboration, and remote work are all made possible by this flexibility.
Energetic User Community and Support
QuickBooks boasts a sizable and engaged user community, making it simple for businesses to locate assistance, resources, and direction when required. For help with any technical or operational issues, there are official support channels, online tutorials, and forums.
Checklist: Before QuickBooks Data Migration Process
- Use the features of QuickBooks Online to analyze and match your needs.
- While the software includes certain advanced features like complex sales ordering, batch transaction processing, advanced inventory, or the average cost for inventory, among others, the QB Online edition has limited features.
- In QuickBooks Online you can follow strict character limitations. Therefore, change your files right away if they don’t follow the QuickBooks Online naming guidelines.
- Before converting your company file, you can use QuickBooks Desktop version 2016 or later. Update your information for previous versions and download the latest version.
- To find out the version of QuickBooks Desktop you are using right now, open the program and use the F2 or Ctrl + 1 keys on your computer. After that, the Product Information Window will be displayed to you. To upgrade QuickBooks Desktop to the latest version, you have to choose Update Now from the Help menu here.
- Make sure you run your reports and payroll data in advance because the payroll data might not convert automatically.
- You have 60 days from the date of account creation to use “database conversion services” to convert files from your PC into QB Online accounts. In case you are unable to convert during the first sixty days, you will need to close your QuickBooks Online account and open a new one.
- You can fix any errors in your QuickBooks Desktop inventory is a must for moving on with the QuickBooks conversion. It will help you from losing data.
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.
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.
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.
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.
Keep Your Past Records
Rest assured that all crucial business historical data will be transferred accurately to the new system, ensuring its seamless integration.
Steps for the Great Plains Software to QuickBooks Migration
Essential financial data, such as account charts, vendor records, customer information, and transaction history, must be transferred when moving data from Dynamics/GP to QuickBooks. The general procedure is outlined here, step-by-step:
Step 1: Evaluation and Planning
Determine the extent of the data that needs to be migrated and evaluate the current Dynamics/GP system before starting the migration. Finding the pertinent modules, adjustments, and integrations is part of this. The next step is to draft a detailed plan to guarantee a seamless transition.
Step 2: Data Extraction
The necessary data must now be taken out of Dynamics/GP. In order to do this, data such as open transactions, vendor records, customer lists, and charts of accounts must be exported. To facilitate the migration process, the data is meticulously arranged and ready.
Step 3: Data Transformation
This step involves transforming the extracted data to comply with QuickBooks’ format and structure specifications. Mapping the data fields from Dynamics/GP to the corresponding fields in QuickBooks is part of this process. Compatibility is ensured by performing any necessary data conversions or modifications.
Step 4: Importing Data
After transforming the data, QuickBooks can be used to import it. To load the data correctly, this step entails in utilizing the relevant import tools or QuickBooks APIs. For the purpose of preserving data integrity, each data category is imported methodically.
Step 5: Verification and Reconciliation:
Following the data import, it is essential to confirm that the migrated data is accurate and comprehensive. To make sure the data matches the original Dynamics/GP records, this entails balancing account balances, verifying transaction details, and executing test scenarios.
Step 6: User Training and Transition:
Educating users on QuickBooks’ features is crucial as the migration process draws to an end. In order to ensure a smooth transition, this aids in the staff’s familiarization with the new system. For any questions or problems that may come up when using QuickBooks for the first time, ongoing support is offered.
Convert To QuickBooks From
System Requirements for a Successful Data Migration
The minimum requirements of the system for the migration of data from Great Plains data to QuickBooks are explained followed:
1 Operating System
Any one window from any of the three windows i.e Window 8, Window 10, Window 11.
2 Memory (RAM)
Minimum required Random Access Memory is 512 MB.
3 Microsoft .NET Framework
Minimum Version 2.0 is the requirement of the system for the data conversion
Minimum requirement of the processor is 500 MHz Intel Pentium II.
5 Hard Drive
Minimum required available space in the hard drive is 2.5GB.
6 QuickBooks Desktop
Choose any one from four of the QuickBooks Desktop that is QuickBooks Pro, QuickBooks Primer, and QuickBooks Enterprise 16 or higher.
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.
What Our Customer Says !
For businesses looking to switch their accounting software, Dancing Numbers provide reliable and efficient solution for Great Plains to QuickBooks conversion service. We highly recommend it for a hassle-free switch.
Gary T. Will
In order to provide a seamless data transfer and smooth transition from Great Plains to QuickBooks, Dancing Numbers offers a reliable and efficient conversion service.
The team at Dancing Numbers provides excellent Great Plains to QuickBooks conversion services. They are knowledgeable, efficient, and provide top-notch customer service. I highly recommend them.
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
Can Great Plains be converted to QuickBooks?
It is possible to accurately migrate any version of Dynamics/Great Plains Accounting to QuickBooks or QuickBooks Online. The trial balance, profit and loss, and balance sheets in QuickBooks will all precisely match the data from your Dynamics/Great Plains Accounting system thanks to the conversion.
What are the Three main Methods for Moving Data to QuickBooks Online?
3 methods for moving client information to QBO
- Put the data in by hand.
- Employ IIF files.
- Hire a conversion specialist.
Does a Conversion Tool Exist in QuickBooks?
Your files can be converted to a QuickBooks file quickly and simply with a few easy steps. The previously existing files won’t be impacted if you use this tool. You won’t need to import data when using this tool-it will take care of everything.
How can I Change a File in QuickBooks?
Navigate to Company and choose QuickBooks Online in order to Export Company File. Click on start your export and then register as an administrator for your QuickBooks Online business. Pick Select the company you want to replace your company file with in QuickBooks Online by selecting Online Company.