Brandon, MB -- (SBWIRE) -- 07/24/2019 -- There is no quick fix to convert data into QuickBooks that comes without its chunk of impediments. Similarly while transferring data from Microsoft Great Plains or Dynamics to QuickBooks, Intuit QuickBooks says there is no makeshift way to import "all transactions". Transactions would have to be entered manually using different file formats since the QuickBooks Online platform is different from Microsoft Dynamics.
"You'll need to identify the transaction type and the file format to ensure that QuickBooks Online will be able to handle them," E-Tech's John Rocha said.
John added that transporting data from one system to the other requires a scrutiny of the data being transferred, causing additional strain on staff. He stressed the importance of taking the time to review current accounting records and clean up bad data like inaccurate inventory counts, duplicate vendor entries, or aging accrual balances. "On a more serious level, your accounting records may contain improperly closed periods, inaccurate liability balances, or outstanding balances on old jobs that have been written off or collected. If the data is bad in your old accounting system, converting to a new accounting system will not improve it," John said.
Prior to converting data, John recommends carrying out the conversion at the end of a quarter or year-end, in order to create a clean cut-off date between the two systems for historical purposes. He also recommends reviewing your chart of accounts, customer list, employee list, vendor list and any other lists to eliminate duplicates or unused accounts.
Accounting experts say making a transition to new accounting software is all about getting the right tools into your company's hands to enable it to make the next steps towards being successful. Taking the time beforehand to clean up your data and consider improvements to your job costing structure will set you up for a successful and worthwhile software conversion.
With E-Tech's comprehensive conversion service, Microsoft Great Plains data can be transferred seamlessly and thoroughly to QuickBooks Enterprise, Pro, Premier, Accountant or QuickBooks Online. This includes complete data integration with all lists and transactional history. E-Tech provides a time tested conversion and migration process that will accurately convert your data while maintaining the integrity and availability of your historical data within a timely and professional manner.
For more information, visit: https://e-tech.ca/Dynamics-(Great-Plains)-to-Quickbooks.aspx
Founded in 2001, E-Tech is a leading file repair, data recovery, and data conversion services provider in the United States and Canada. The company works to stay up to date on the latest technology news, reviews, and more for their customers.
For media inquiries regarding E-Tech, individuals are encouraged to contact Media Relations Director, Melanie Ann via email at Melanie@e-tech.ca.
To learn more about the company, visit: www.e-tech.ca
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