Acumatica to QuickBooks Data Migration Service

Migrating from your accounting system can be a task full of hassles. There might be many GB of data, depending on how long you’ve been in the company, and Acumatica to QuickBooks are probably not a 1:1 match. A specialized migration consultant will evaluate your particular scenario, identify the QuickBooks products you’ll need, and collaborate with you to create a staged migration plan when you engage with ReconcileBooks. Additionally, we have programmers on staff full-time who will oversee the import, cleansing, and export of your historical data. Following the migration, your staff will receive thorough training on the new system, and we’ll assist you in setting up effective procedures so you can maximize its benefits. Here, we will explain to you all about the migration from Acumatica to QuickBooks.

Phase 1: Determine your Product’s Needs

Your assigned QuickBooks Migration Expert will take the time to become acquainted with your company and existing setup. We’ll find out precisely what your team needs from an accounting system as well as the QuickBooks products you’ll require. Field Service Management, QuickBooks Enterprise, Payroll, and Point-of-Sale Systems are a few examples of these.

Phase 2. Template File Setup

In order to make QuickBooks fit your company like a glove and make sure we can flawlessly absorb all of the data from your present accounting system, we must build the appropriate workflows. You might want to perform double entry in both the new QuickBooks file and your old system within this brief window of time. You extract data, including monthly balance sheets, P&L, reports on accounts payable and receivable, and any other data you want.

Suggested Reading: Accpac to QuickBooks Data Migration Service

Phase 3: Go Live & Train Your Team

In order to make sure that your business migrates to the new software smoothly, it is imperative that you train your staff. To make sure your crew is proficient with your new system, we’ll conduct training. ReconcileBooks is renowned for its training; even if they are not among our clients, we want all QuickBooks users to succeed, which is why we have more than 200 training videos on our website.

Phase 4: Close and Review The Books

We can ascertain through this process whether you require any more monthly reports or data to operate your firm. Since we frequently don’t recognize what data is crucial until we lose access, we’ll thoroughly double-check to ensure that we’ve imported all of the information you require. In the event that more files need to be transferred, we’ll pull through. 

Phase 5: Follow up & Maintenance

After a month or so of using the QuickBooks program, we’ll check in to see how things are doing. If issues are arising, we will endeavor to address them promptly. We will also retrieve any features or data that were misplaced in your legacy system. To assist you in staying on course, we also recommend continuing monthly or quarterly closing services. Ensuring you are making the most of your accounting software is our aim.

Conclusion!

This is all for migration from Acumatica to QuickBooks. Acumatica does not work up to the par in the current scenario. An upgrade is necessary, which means QuickBooks. The conversion process will bring in major changes to your growth and productivity.

Frequently Asked Questions (FAQs)