Epicor to QuickBooks Data Conversion

What is the type of data that will be available in the new QuickBooks File?

  1. Data File

Epicor keeps your data and information in the form of Lists. The List keeps updated information about the customers, items, products and even the employees. After the conversion process from Epicor to QuickBooks, you will receive all of the complete data for your business in the new file from QuickBooks.

  1. Transaction Information

Company’s financial information is what Transaction information usually comprises. You will receive constant information about the needs of your business. The new QuickBooks file will contain all the information about sales, purchase and all the other financial information.

All of your information will be converted into a new file. However, in case you want to convert your recent Epicor file into a QuickBooks file then you can look for the online services available. With QuickBooks, importing your data will be an easy task to initiate. With QuickBooks, transferring your files would be an easy way. Moreover, there is a backup available too.

What is it that you’re transferring?

There are different kinds of data that you can transfer. This can include: Chart of Accounts, Vendor & Job Lists, Inventory items, Customer Payments, Sales & Purchase orders, Paychecks, Sales Receipts and many more things.

How to start with the conversion process of QuickBooks Online?

  • Migration to Modern Software
    Step 1: You have to be sure about your product needs- It is very important for your QuickBooks Conversion expert to spend a good amount of time getting to know your company and current system. This will help them in understanding your company’s requirements. Your business’s centric growth and key values are extremely important in order to generate more profit. For this, you’ll need very specific QuickBooks Products like QuickBooks Enterprise, Payrolls, or Field Service Management.
  • Enhanced Business Growth
    Step 2: Arrange and Set the Template- Every business has its own set of requirements. It is important to check if QuickBooks fits your company properly and is able to gather all the data from your current accounting system. For this, you need to double click a part in both the new QuickBooks record and old system during this short period of time. Now you retrieve all your data including reports such as P&L, financial record etc. Not just this, you can include any other data that needs to be switched.
  • Increased Collaborations
    Step 3: Train the team for efficiency- The entire process of transitioning your data requires efficiency. So in order to ensure your data gets migrated in the best way possible, you need to ensure a training team. Training would be beneficial for smooth transitions of your software. Ensuring your team’s efficiency will bring in growth into your business.
  • Organized Financial Records
    Step 4: Review your QuickBooks- This is the most crucial step as with this you will go through your QuickBooks to locate any issue. Many times, it gets very difficult to understand the depth to which your data is important. If once the data is lost, it gets difficult to retrieve it back. This makes it essential for users to double check the imported data. If you still require to move more data, do it from your old system to QuickBooks.
  • Enhanced Business Growth
    Step 5: The Follow up Process- Now that everything is ready you may run your QuickBooks software for a month to see if there are any problems. With the instruction manual, you can get any information that was not able to be retrieved in the process. Moreover, you can enable ongoing monthly or quarterly closing services which will help you stay on the target.

Frequently Asked Questions (FAQs)

Q. Can you sync Epicor with QuickBooks?
Ans. Yes, Data can be shared easily without any hassle and errors. All of the customers’ reports, Suppliers information, Ledgers etc can be directly linked with QuickBooks.

Q. Does QuickBooks have a conversion tool?
Ans. Yes, QuickBooks has its own conversion tool. You can use the QuickBooks tool to move your data automatically.

Q. Can you use QuickBooks as a Database?
Ans. With the help of QuickBooks, you can share your company files with other computers on the network. You can also initiate network monitoring for several users. If the QuickBooks Database server is on only then you can access your corporate files.

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