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QuickBooks Data Conversion

We’ve done thousands of QuickBooks Data conversions from products such as  Sage, Dynamics, and many others.

How We Help With Your QuickBooks Migration

Converting your accounting system can be daunting task. Depending on how long you’ve been in business or running Projects there may be several GB of data, and your current manual system is likely not a 1-to-1 match with QuickBooks. Working with DFS you will 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 will help you put efficient processes in place that allow you to make the most of your new system.

Ensure all your most important business history is converted. Feel confident that all historical data will be properly migrated to the new system.Speed up the time to conversion. Reduce time spent working in two systems and eliminate double entry.
Ensure your system is set up correctly – all tables and databases are working and your bank accounts are properly linked.
Get more out of your QuickBooks. We can show you how to use the 150+ out-of-the-box reports, and custom create reports unique to your business.
Build on top of your QuickBooks. We have experienced programmers who can leverage the QuickBooks API to build modules and add-ons.
Have an ongoing support team to troubleshoot issues and ensure your QuickBooks is growing with your business.

DFS QuickBooks Conversion Process

Phase 1. Determine Products Needed

Your dedicated QuickBooks Conversion Expert will spend time getting to know your business or project, as well as your current system. We will 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 Quick Payroll.

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 will do a training to make sure your team knows how to use your new system. DFS is known for its comprehensive training; we have Certified QuickBooks Pro Advisors 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 and projects. Many times we don’t realize which information is important until we no longer have access, so we will do a thorough double-check to make sure we have imported everything you need. If there are additional files which need to be moved, we will pull them over from your old system to QuickBooks.

Phase 5: Follow Up & Maintenance

We will let you run the QuickBooks software for a month or so and then check in and see how things are going. If you are having problems, we will try to nip them in the bud. And if there are features or data that were left behind in your legacy system, we will 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.

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