QuickBooks Data Conversion
Connect With Our Experienced Team For Any Type Of Issue You Faced While Using QuickBook Data Converstion.
How We Help You Convert To QuickBooks
Converting your accounting system or ERP system can be daunting. Depending on how long you’ve been in business there may be several GB of data, and your current accounting system is likely not a 1-to-1 match with QuickBooks. Don’t worry about confusing QuickBooks conversion tools. Our experts will migrate your data safely and securely saving you time and a headache.
Phase 1. Determine Products Needed
Your dedicated QuickBooks Conversion Expert will spend time getting to know your business, as well as your current system. We’ll learn exactly what your team needs out of an accounting system, and which QuickBooks products you’ll need. This may include QuickBooks Enterprise, Payroll, Point-of-Sale System, or Field Service Management.
Phase 2. Template File Setup
This process requires developing the proper workflows that will make QuickBooks fit your business like a glove, and ensure that we can perfectly absorb all of the data from your current accounting system. During this brief period, you may want to be doing double entry in your old system and in the new QuickBooks file. You pull data, including reports such as Accounts Receivable and Accounts Payable, P&L, balance sheets by month, and any other data that needs to convert to QuickBooks.
Phase 3: Go Live & Train Your Team
Training your team is crucial to ensure that your company successfully transitions to the new software. We’ll do a training to make sure your team knows how to use your new system. Fourlane is known for its training; we have more than 200 training videos on our website because we want all QuickBooks users to be successful, even if they aren’t our clients.
Phase 4: Close and Review The Books
This process helps us determine if there are any other additional data or monthly reports you need to run your business. Many times we don’t realize which information is important until we no longer have access, so we’ll do a thorough double-check to make sure we’ve imported everything you need. If there are additional files which need to be moved, we’ll pull them over from your old system to QuickBooks.
Phase 5: Follow Up & Maintenance
We’ll let you run the QuickBooks software for a month or so and then check in and see how things are going. If you’re having problems, we’ll try to nip them in the bud. And if there are features or data that were left behind in your legacy system, we’ll retrieve them. We also encourage ongoing monthly / quarterly closing services to help you stay on track. Our goal is to make sure you are getting the most out of your accounting software.
Support We Provide
Keep your historical data
Ensure all your most important business history is converted. Feel confident that all historical data will be properly migrated to the new system.
Reduce double entry
Speed up the time to conversion. Reduce time spent working in two systems and eliminate double entry.
Get set up correctly from the start
Ensure your system is set up correctly – all tables and databases are working and your bank accounts are properly linked.
Extend and customize QuickBooks
Build on top of your QuickBooks. We have experienced programmers who can leverage the QuickBooks API to build modules and add-ons.
Get more out of your software
Get more out of your QuickBooks. We can show you how to use the 150+ out-of-the-box reports, and custom create reports unique to your business.
We're there for you long-term
Have an ongoing support team to troubleshoot issues and ensure your QuickBooks is growing with your business.
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No matter which product you choose, you can count on our team of experts to provide top-notch support and help you get the most out of our software
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