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Why Do You Need to Migrate from Business Works to QuickBooks?
When they first begin operations, several businesses choose to use Business Works. But as time goes on, the amount of data collected, personnel added, and inventory grown exceeds what Business Works software can handle.
The following are some more justifications for switching to QuickBooks:
- In contrast to Business Works, QuickBooks maintains its speed over time and executes and generates reports quickly.
- Businesses do not need extra access in QuickBooks, but they do in Business Works.
- Due to the lack of many data entry sites, QuickBooks does not cause duplication mistakes.
How to Convert Business Works to QuickBooks?
To convert Sage Business Works to QuickBooks, follow these steps:
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.
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.
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.
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.
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.
Convert to QuickBooks
Frequently Asked Questions (FAQs)
Q. Are all Lists and Transactions from Business Works Converted to QuickBooks?
Ans. Yes, QuickBooks converts all lists and transactions from Business Works.
Q. What is the anticipated time of turnaround?
Ans. Two to three business days are the anticipated turnaround time for the conversion.
Q. What Does the Process Not Convert?
Ans. Budgets and bank reconciliations are not transformed by QuickBooks because it does not support them. Additionally not converted are custom templates and non-posting transactions like purchase orders, estimated orders, and sales orders.