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!

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