Transitioning from one accounting system to another especially to QuickBooks may prove to be challenging but it does not have to be. However, by involving a professional Intuit QuickBooks enterprise consultant, you are assured of a successful transition.
It is much wiser to seek professional help in order to avoid spending time and money on change and to avoid unnecessary troubles. Knowing what to do if you have to migrate to QuickBooks will help your business grow.
Conduct A Search For Potential Solution Providers
Possible solution providers should be researched and vetted before QuickBooks can be implemented. Choose providers who have knowledge of QuickBooks and its capabilities.
Inquire about data importation into the software, if they have ever done it. This will be the case of an experienced provider that will understand the details of the migration process.
Easy access to the troubleshooting and the continued training materials will help to mitigate this challenge. Also, it is not a bad idea to get some references from their previous clients to understand their general experience.
Current Data Cleaning And Organization
Before migrating to QuickBooks, data cleanup and organization may well be advised by the solution provider as part of the process. This might involve referring to the format of naming customers, balancing the accounts and erasing any extra records that might be present.
It will also make the importing process easier when the information is well structured in advance. The provider can then determine what data requirements your firm has and how best to transfer the pertinent aspects into QuickBooks.
They will also advise you on the perfect setup and functionality depending on how your business is run. It is called data preparation and is an important step in the process.
Map Accounts And Lists All Students
During the migration process, a solution provider will help to match current accounts and lists to QuickBooks. This comprises of the expense and income sources, bank and credit card statements, customers, vendors, products and services offered, and employees.
Other requirements that can be made standard are items that can be used in the creation of invoices, financial reports, and other features in QuickBooks enterprise support.
The cleaner your existing data is inputted into QuickBooks from the onset, the more well-equipped your company will be to take advantage of the solution from the get-go.
Confirm Information And Debug Problems
Following the migration process, it is crucial to check for any problems that occurred during data transfer. A seasoned solution provider will have measures to contain errors.
Make sure that invoices, bank feeds, and reports are genuine and there is no question of duplication or balancing. There are inaccuracies, a provider can easily identify the problem and correct them.
They can also follow up with additional staff education on how to use QuickBooks appropriately so as not to cause more data issues in the future. Saying yes to all the requirements and validations from the start eliminates larger issues in the future.
Additional Features And Functionality
The best solution provider is one that offers to be of help in future to fully utilize QuickBooks in its fullest. However, getting your data, accounts, and financials tracked in the system is the most important component; there are many other aspects in QuickBooks for efficiency.
Knowing the choices for inventory handling, payroll processing, analysis tools, compatibility with other applications, automating tasks, and customization corresponds to realizing the full potential of the investment.
A reliable provider helps you take advantage of regions specific to your operations. Using all that QuickBooks has to provide for your firm will set the foundation that future development of your business will rely on.
Conclusion
As much as migration to QuickBooks may sound like a daunting task, having a solution provider help in the process makes it possible. They offer the information and tools necessary for you to feel comfortable with the program right from the start.
Paying for an expert ensures that the implementation process is guided right from the process of implementation and helps in confirming that the migration of data to QuickBooks is seamless.
The troubleshooting worries are dealt with, and also ensures that there are other benefits of QuickBooks for business in the long run are exploited.
