Migrating Accounting Records to QuickBooks
If you are migrating from an old accounting system into QuickBooks you may want to migrate accounting records into the QuickBook system.
In this episode Bernard Roesch explains the migration process and how to get certain accounting records into QuickBooks.
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If you have any questions about this podcast episode, please feel free to contact us.
Which Data Needs to be Moved to QuickBooks?
While most companies may initially think they need to move all of their transaction data from the old accounting system into QuickBooks, this is usually not the case. Your specific needs will vary but most companies operate smoothly in the new system by simply moving customer lists, vendor lists, and open transaction items such as purchase orders. By focusing on these specific items during the migration, it makes the migration much easier to accomplish.
Keep the Old Accounting System Live if Possible
Another thing that can make the migration easier is to keep the old accounting system live for a period of time if possible. Not only does this enable you to not worry about migrating every single transaction over to QuickBooks but it also gives you the opportunity to look back at certain transactions or data points if needed. If you have the option, keep your old accounting system live for a period of time until you know the migration has been done smoothly.
Start Using the New QuickBooks Accounting System at a Specific Point of Time
If your business is calendar or fiscal year and it’s coming up, that’s a great time to start using your new accounting system. Rather than dealing with mid-year reporting changes, you will be able to start the new fiscal period on the new system. If this is not feasible for you, consider starting at the end of a quarter to make the reporting process a little easier between accounting systems after the migration.
Need Help Migrating Accounting Records to QuickBooks?
If you are considering migrating old accounting records into QuickBooks, contact Bernard today. He’s been fortunate to see many different methods of migrating to QuickBooks and can help you develop a comprehensive but cost effective strategy quickly.
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