QuickBooks Data Conversion: Your Decision Points


We know making the decision to convert to QuickBooks wasn’t easy. Because we’ve done so many QuickBooks data conversions from Excel, Sage, Peachtree and dozens of other software programs, we’ve got some tricks up our sleeve to extract and upload data for you.

Here are some of the decisions you’ll need to make when beginning a conversion project:

  • What will you want to include in your List Items? Most projects include a chart of accounts; customer, vendor and employee list; and various items, such as inventory, service and tax.
  • What transactions will you include? Customer invoices (open A/R), vendor invoices (open A/P), estimates, sales orders, purchase orders and more).
  • What connectivity do you need? QuickBooks Point of Sale, connectivity to your bank, email and merchant accounts are all options.

I’m sure you have more questions; our sales and conversion team will walk you through the process quickly and easily to cover all the details. Remember, there are no stupid questions!


About Marjorie Adams

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.

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