Converting Accounting Systems
We have experience in transitioning from various types of accounting software to QuickBooks desktop
(Pro, Premier and Enterprise) and Sage 50.
If you have been using any of the following, we can help you make that change:
- QuickBooks online
- QuickBooks desktop
- Sage 50 / Simply Accounting
- Sage 300 ERP
- Microsoft Dynamics GP
- Excel spreadsheets
- Manual systems
… to name a few
We will help you determine the right time to make the transition, extract the appropriate data from the old system, set up the new accounting system file, and import the opening data in the new file – all with minimal downtime.
We can also transfer your accounts receivable and payable details into the new system to ensure you continue to receive invoice payments and pay supplier invoices on time.
We also ensure that the bank and credit card reconciliations are set up properly, so you are ready for the first statement’s reconciliation after the switchover.
We can help you determine which QuickBooks software will best suit your needs and help you with the setup. We are also QuickBooks Pro Advisors, which may entitle you to a discount on your first year using the software.