WHAT DOES A TYPICAL DATA MIGRATION LOOK LIKE – OTHER SOFTWARE TO QUICKBOOKS®
While there are many options that will be discussed during our planning session your new file will be user ready when it is delivered.
Typically, a migration from other accounting software to QuickBooks® migration includes the selection of the start date, usually as of the most recent month end. The data that is migrated includes, but is not limited to:
- Lists: All Lists, chart of accounts, customers, vendors, items, employees.
- Sub Lists: terms, payment methods, sales reps, customer and vendor types.
- Trial Balance(s) for any given period, monthly and annually
- Open Invoices as of the start date
- Unpaid Bills as of the start date
- Uncleared Bank Transactions
- Open portion of:
- Estimates
- Sales Orders
- Purchase Orders
This is an example of what a migration can look like. During your planning session we will discuss your specific goals and objectives.
