FAQ ACCOUNTING SOFTWARE CONVERSIONS 

We are certified experts in converting your accounting software system to Quickbooks or Sage 50. And based upon our experience we have put together an FAQ list of the most common questions we get about the accounting software conversion process.

WHEN IS THE BEST TIME TO DO AN ACCOUNTING SOFTWARE CONVERSION?

At your fiscal year end is always the easiest time. However, a conversion can be done at any time of the year to meet your requirements.

HOW LONG DOES THE PROCESS TAKE FROM START TO FINISH?

Ideally you should begin the process at least 90 days before your fiscal year end so you are ready to “go-live” at the start of your new year. This allows time for testing and any modifications that may be needed. We have done many conversions in shorter timelines but the ideal is 3 months.

WHAT MAKES OUR CONVERSION PROCESS DIFFERENT FROM OTHERS?

First, every conversion is done by experienced accountants and certified bookkeepers who not only understand the software, but the accounting process and what the numbers mean. Our conversions are not performed by an IT support person who usually understands technology well but has limited or no understanding of accounting.

Secondly, we are very proud to say that all of our conversions are done locally. We do not outsource any part of the process overseas.

And thirdly, and perhaps most importantly, is our experience. We have done hundreds of conversions since 2001, of every size, every complexity and in many different industries.

HOW MUCH WILL THE ACCOUNTING SOFTWARE CONVERSION COST?

Unfortunately there is no “one size fits all” answer. We have done conversions from a few hundred dollars to many thousands and everywhere in between. Your final price is determined by many factors, some of which are complexity, multi-currency, amount of history being transferred, is the conversion occurring mid-year or end of year, do you have external programs that need to interact with your new system, are their add-ons required, in what format will the original data be provided, and are you changing your account structure or migrating as is. However, you can be assured that you will always be provided a guaranteed flat fee before the project ever begins.

CAN YOU TRANSFER MY HISTORICAL FINANCIAL DATA TO THE NEW SYSTEM?

Yes. However, it is not always a cost effective option for you depending upon certain parameters. For this reason we always have a detailed conversation with you to determine what data should be transferred over and does it make sense for you.

HOW WILL I KNOW YOU HAVE TRANSFERRED ALL OF MY DATA ACCURATELY?

We have created a customized mapping template illustrating where your data originated in your old program and where it is now in your new system. A copy of this template is provided to both you and your accountant to help answer any questions that might arise at year end.

DO YOU PROVIDE SUPPORT AND TRAINING AFTER THE CONVERSION?

Yes, definitely. Every conversion process includes complete follow-up support and product training for the users. You can learn more about our training and support here.

If you have questions, need advice or would like to discuss your accounting system conversion please contact us now for a free, no obligation consultation.

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