Excel to QuickBooks
Data Conversion Services
Having done thousands of QuickBooks data conversions from hundreds of platforms, we can help you import Excel to QuickBooks stress free.
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Excel To QuickBooks Data Conversion Service
Converting your accounting system can be daunting. Depending on how long you’ve been in business there may be several GB of data, and Excel is not a 1-to-1 match with QuickBooks. Working with Fourlane you’ll have a dedicated conversion specialist who will assess your unique situation, determine which QuickBooks products you’ll need, and work with you to develop a phased conversion plan. We also employ full time programmers who will manage the export, cleaning, and import of your historical data. Post-conversion, your team will be fully trained on the new system, and we’ll help you put efficient processes in place that allow you to make the most of your new system.
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.
Convert To QuickBooks From
Fourlane guides Hotsy Pacific through a QuickBooks conversion and business process renovation
Hotsy Pacific has been a Bay Area provider of industrial cleaning equipment and pressure washers for 30 years. When their controller decided to retire, and corporate headquarters required a bookkeeping renovation, the Hotsy Pacific team looked to Fourlane to lead them though a transition from BusinessWorks to QuickBooks Enterprise.
The Fourlane Advantage
Our team of QuickBooks and ERP experts has your business covered from startup to enterprise
At Fourlane, we have a proven client engagement process that helps ‘drive’ long-term success.
Certified QuickBooks Experts
Having performed thousands of QuickBooks implementations and engagements in all fifty states, our team of certified QuickBooks ProAdvisors has knowledge and experience you can rely on in a business partner. Get help with implementing and optimizing the right QuickBooks solution for your business.
#1 QuickBooks Reseller
Get preferred pricing on select QuickBooks products and services
Fourlane is one of the country’s top Elite QuickBooks Solution Providers and Consulting Firms and has been awarded Intuit’s prestigious Elite QuickBooks Solution Provider of the year every year since 2010.
“Fourlane’s broad expertise in all of Intuit’s products gives them the ability to provide exceptional service to QuickBooks’ users. As a QuickBooks Solution Provider, we count on solutions Fourlane provides to small- and mid-sized businesses all over the country. They are an important part of Intuit’s Reseller channel.”
-Simon Pass, Intuit Reseller Program Sales Leader
A Partner That Understands Your Business & Industry
Fourlane’s consultants have worked with thousands of businesses within virtually every industry to help tailor QuickBooks and their ERP systems to fit the unique needs their industry requires. Whether you run a small retail store, an international manufacturing business, a residential construction company, a law firm, a software company, or a fast growing nonprofit, we’ve seen it, done it, and can help.
What Our Clients Are Saying
What Our Clients Are Saying
“Fourlane is a stellar organization as a whole. They are in it for the long haul and it shows.”
“I put my company’s future in Fourlane’s hands, and they delivered! Thank you!”
“I enjoyed my experience with Fourlane and would recommend them for software conversion.”
Join thousands of businesses who trust Fourlane with their books
Whether you’re currently using QuickBooks and need professional consulting services, are looking to buy QuickBooks or even outgrowing QuickBooks, we can help.