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Quickbooks Data Migration

Quickbooks Data Migration Overview

Quickbooks Migration

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Quickbooks Data Migration Steps

 
1. Identify List Types
1.1 Account
1.1.1 TaxLineInfo
1.1.2 Currency
1.1.3 DataExtension
1.2 Customer
1.2.1 CustomerType
1.2.2 Term
1.2.3 SalesRep
1.2.4 SalesTaxCode
1.2.5 ItemSalesTax
1.2.6 PaymentMethod
1.2.7 JobType
1.2.8 PriceLevel
1.2.9 Currency
1.2.10 DataExtension
1.3 Employee
1.3.1 BillingRate
1.3.2 Class
1.3.3 PayrollItem
1.3.4 DataExtension
1.4 Vendor
1.4.1 VendorType
1.4.2 Term
1.4.3 BillingRate
1.4.4 Account
1.4.5 Currency
1.4.6 DataExtension
1.5 Items
1.5.1 UnitOfMeasure
1.5.2 SalesTaxCode
1.5.3 Account
1.5.4 Vendor
1.5.5 PaymentMethod
1.5.6 DataExtension
1.6 Other Name
1.6.1 DataExtension
2. Identify Transaction Types
2.1 Invoices
2.2 Credit Memos
2.3 Customer Payments
2.4 Sales Receipts
2.5 Deposits
2.6 Bills
2.7 Vendor Credits
2.8 Vendor Payments
2.9 Checks
2.10 Credit Card Charges
2.11 Credit Card Credits
2.12 Purchase Orders
2.13 Estimates
2.14 Sales Orders
2.15 Journal Entries
2.16 Inventory Adjustments
2.17 Item Receipts
2.18 Assembly Builds
3. Export data into Excel
3.1 Export all Lists to Excel
3.2 Export all Transaction types to Excel
4. Cleanup Data
4.1 Manual cleanup of Lists
4.2 Manual Cleanup of Transactions
4.3 Generate Report of data that will be transferred to Quickbooks
5. Import to Quickbooks
5.1 Verify Data
5.1.1 Verify Lists
5.1.2 Verify Transactions
5.2 Compare Quickbooks reports to source reports
5.2.1 Balance Sheet
5.2.2 Income Statement
5.2.3 General Ledger Trial Balance
5.2.4 Open Invoice Report
5.2.5 Open Bills Report

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