| CASE STUDY • QUICKBOOKS TO CONNECTED |
Thinking about moving from QuickBooks to Connected? For most businesses, the biggest worry is converting their data. The good news is that it's simpler than you think.
Accountek's data conversion team specializes in both accounting and data migration. A conversion is a snapshot of a specific date. We gather all your information as of that date, including your accounts and their balances, and bring it into Connected.
Here's how a conversion works for a typical SMB:
| 200 GENERAL LEDGER ACCOUNTS | 750 CUSTOMERS with shipping addresses | 300 VENDORS | 2,000 INVENTORY ITEMS with stock levels |
| Prepare
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Accountek is your single point of contact from day one. Your part is a quick tidy-up and export:
| Remove duplicate or inactive customers and vendors | |
| Confirm General Ledger accounts, unpaid customer invoices, and unpaid vendor invoices are accurate | |
| Export your lists and unpaid invoices to Excel (.csv or .txt) | |
| Review and approve your quote, which includes a full breakdown of time and scope |
TIP: Pick a conversion date at the start of a month or fiscal period. It keeps your reporting clean on both sides of the switch.
| Migrate
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Accountek converts your data in the right order, typically in just 1 to 2 days:
| Chart of Accounts 200 accounts | ▶ | Customers & Vendors 750 + 300 records | ▶ | Inventory 2,000 items | ▶ | Unpaid Invoices and Bills Customers & vendors |
| Go Live
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Accountek reviews your data with you right away:
| Aging reports for unpaid customer and vendor invoices confirm every balance | |
| A Trial Balance confirms your General Ledger balances match | |
| Test invoices and payments confirm everything flows correctly |
Then you're live, and Accountek stays with you after launch.
Effortless Data Conversion
A single point of contact, a clear quote, a conversion in days, and a team that checks the numbers with you. That's how Accountek makes the switch simple.
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Questions? Call us at 888-678-5856.
| REQUEST A QUOTE |
About Connected
The Connected Accounting and ERP platform, by Accountek Solutions Inc., has been helping SMBs manage their businesses for over 35 years. With our best-in-class Connected on Demand cloud (subscription) and trusted Desktop application for macOS and PC (perpetual license), Connected offers the choices businesses demand. The Connected platform is offered in both Connected Enterprise and a scaled-down Connected Core Financials configuration.
To learn which Connected product and platform is best for your business, complete our software Needs Analysis or Download a Free Trial today. If you have questions, call us today @ (888) 678-5856.
Connected Accounting and ERP by Accountek Solutions Inc.
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