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QuickBooks Data Conversion Phase One

Determine Products Needed

Let’s face it: QuickBooks data conversions will always be painful. Manually entering lines of data into QuickBooks software is a grueling task. If you’re dreading this effort, consider chatting with one of our data conversion experts. Our experts have helped hundreds of businesses and organizations extract and convert their data. At Fourlane, 50% of our job is to be experts in the QuickBooks database and understand where your data should go, and the other 50% is to keep our clients calm and confident in the process.

Some of the projects we’ve done include:

  • AccPac to QuickBooks Conversion
  • Business Works to QuickBooks Conversion
  • Cougar Mountain to QuickBooks Conversion
  • DacEasy to QuickBooks Conversion
  • Epicor to QuickBooks Conversion
  • Exact Macola to QuickBooks Conversion
  • Foundation to QuickBooks Conversion
  • Intacct to QuickBooks Conversion
  • MAS 90 to QuickBooks Conversion
  • MAS 200 to QuickBooks Conversion
  • MAS 500 to QuickBooks Conversion
  • Master Builder to QuickBooks Conversion
  • Maxwell to QuickBooks Conversion
  • Microsoft Access to QuickBooks Conversion
  • Microsoft Dynamics (Great Plains) to QuickBooks Conversion
  • MYOB to QuickBooks Conversion
  • Navision to QuickBooks Conversion
  • NetSuite to QuickBooks Conversion
  • Oracle to QuickBooks Conversion
  • Peachtree to QuickBooks Conversion
  • Sage 50 to QuickBooks Conversion
  • Sage 100 to QuickBooks Conversion
  • SAP to QuickBooks Conversion
  • Simply Accounting to QuickBooks Conversion
  • Timberline to QuickBooks Conversion
  • Xero to QuickBooks Conversion
  • and more

To learn more about our conversion process, keep checking our blog for details about our five phases of conversion.

Phase One

The first phase of conversion is for our expert to determine the correct product or products required for set up. This can include QuickBooks Enterprise, Advanced Inventory, QuickBase, Point of Sale or any other third-party add on products. Our focus is to keep you in QuickBooks for the accounting department and find solutions to help run the rest of the business.

Generally when we are converting from any outside accounting package we will be recommending QuickBooks Enterprise. The reason is that Enterprise has similar permissions and functions to what is in an outside program. The other reason is Enterprise is meant to hold a lot more data the QuickBooks Pro or QuickBooks Premier. When we are talking about moving years of data, you want a database that is prepared to handle the volume!

Once all of this is determined, our experts move onto Phase 2: Process Set Up/Conversion.

If you are thinking about moving to QuickBooks and have questions about the data conversion process, please contact us.

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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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