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How to Convert/Migrate Data From Reckon To QuickBooks Online

Are you also the one looking for a way to migrate your data from Reckon to QuickBooks Online? It’s challenging […]


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Are you also the one looking for a way to migrate your data from Reckon to QuickBooks Online? It’s challenging to switch from Reckon to QuickBooks Online. Still, you don’t have time to deal with the complexity of exporting your data, importing it into QuickBooks Online, and then attempting to set everything up perfectly. This blog will show a step-by-step procedure that takes only a few minutes to finish. Additionally, Reckon’s open invoices and open bills report will be the same as QuickBooks. Make sure that the QuickBooks data file and the Reckon P&L, Balance Sheet, and trial balances are the same.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Online. Utilize import, export, and delete services of Dancing Numbers software.

What are Reckon and QuickBooks Online?

About Reckon

Reckon one is a small business-friendly piece of online accounting software. It has tools that make managing finances easier for users, like invoicing, payroll, and cash flow management. You can view financial performance in real-time with an easy-to-use interface and a dashboard that you can customize.

About QuickBooks Online

QuickBooks Online is cloud-based financial management software that is designed to slash the time that you spend managing your business finances. It helps you in managing tasks such as creating estimates and invoices and tracking sales and cash flow.

Key benefits of using QuickBooks Online

  • Accounts management
  • Security and backups
  • Multi-platform transparency
  • Interface and dashboard
  • Subscriptions and pricing details

Reckon to QuickBooks Online Conversion Process

Follow the below mention steps to convert Reckon to QuickBooks Online data conversion process:

1. Steps to be Followed

  • Fill out the online conversion form with the necessary information, such as the name of the firm being converted, contact data, etc.
  • You can migrate to QuickBooks Online/Desktop from a variety of software; simply choose Reckon as the software package and the number of years you want your data to be converted for. You can do this by offering a backup copy or existing account details.
  • If you don’t already have an account with QuickBooks, You can pay a subscription fee and the company will set one up for you.
  • Give the login details for the QuickBooks Online/Desktop file you want your data migrated from your current existing software onto as well.

2. Pricing for Conversion

When you go for Reckon to QuickBooks Conversion, You should be cautious of the prices and make sure you are paying the correct amount. QuickBooks does provide hassle-free conversion, but only for a short period of time and for a maximum of 24 months of data.

3. Review Your Conversions

  • After the conversion is finished, You must examine the converted data to validate and finish the post-conversion reconciliation procedure. To achieve this, make sure the balances in both your old and new accounts are the same.
  • When you complete the above-mentioned steps, it is assumed that you have successfully reviewed your converted data and accepted the conversion.

In this above article, you will see all the necessary steps and meaning related to Reckon to QuickBooks Online data conversion. If you still face any issue related to this even after reading this blog then you can connect with Dancing Numbers team via LIVE CHAT.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-800-596-0806 or chat with experts.


Frequently Asked Questions (Faqs)

What is the Easiest Way to Migrate Data to QuickBooks Online?

● First, you have to open QuickBooks Desktop and then there log in as an admin to the company that you need to import.
● Then you have to go to the Company menu then you have to select Export Company File to QuickBooks Online and then click pm Get started.
● Then choose the location and sign in to your QuickBooks Online account.

What are 3 ways to Migrate Client Data to QuickBooks Online?

● First, you have to manually enter the information
● Then you can use IIF files
● Service of a conversion expert

Is Reckon and QuickBooks are Same?

No, Reckon and QuickBooks are not the same. The company that created QuickBooks has developed an Australian version of its most recent offering, QuickBooks Online, which is a true cloud accounting solution.

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

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

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

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

Dancing Numbers: Case Study

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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