Why Change QuickBooks?
Post migration, frequently multi-unit franchise owners are asked what you used prior to the new ERP. Answer usually goes like this. “Initially QuickBooks worked but now it does not meet our needs.
“The most significant time savings has come in financial reporting and analysis. The 13-Period functionality of R365 has been dreamy. We now can load budgets and run a large variety of P&Ls for all our entities, or just one, compared to budget or each other, or trailing 13 periods, etc. “ – Tiffany Richards, CFO, Fanny’s Family Services
Figure1: Acumatica Success Story
What to do and what not to do when it comes to migrating from QuickBooks.
Many new ERP migrations from QuickBooks fail because of these three factors:
1. Classic Data Migration; Challenges and Pitfalls:
Any data migration project is fraught with risk if the business needs are not defined robustly. But more important the audience for the business departments at this stage are the IT staff who will be selecting and deploying the new ERP.
What you did with QuickBooks is not how “data” will necessarily flow with the new ERP. These problems can be avoided, more data is not moved than necessary, additional costs are contained and all this results in avoiding multiple revisions at numerous stages.
2. Mapping a Faster Route to accurate and relevant data transfer:
Before these steps are taken; data needs to be assembled in QuickBooks and any other apps; like excel.
- Migrate Master Records (such as Customers, Jobs, Vendors, Items)
- Migrate transaction data (such as Sales Orders, Purchase Orders, Invoices, Payments, Bills, Checks, and Journals)
- Migrate transaction data between two dates
3. Avoid too much IT input and little business input:
Both teams must understand that mapping specifications and code are often metadata-driven, not content-driven. Inadequate checking of actual content of the data can result in incorrect assumptions, resulting in significant errors and a higher rework rate.
It all boils down to validating source data “structure, type and/or format.
Key attributes are:
Relevancy; Accuracy; Integrity; Consistency; Completeness; Timeliness; Accessibility and Compliance.
Specific technical details and steps to migrate.
Many companies like Acumatica have developed migration suites with the objective to make data migration easier and seamless.
These Migration Management tools will help your organization make a smooth transition from QuickBooks, and will save you time and reduce the cost and complexity of mapping and converting to your new e.g. Acumatica structure.
Here is the workflow:
- Simple user friendly installation and configuration
- Visual design UI
- Control mechanism on entities and number of record
- Logging of Migrated data
It starts with User triggers the action of Migrating the data from QuickBooks® into Acumatica®. With the help of meaningful user interface (UI) it can be decided which entity data should be migrated. And then before running the migration application users create a chart of account, mapping file between QuickBooks and Acumatica. Using this chart of account file the transactions are created in Acumatica®. Migration application runs in wizard manner which helps user to complete the migration in logical steps.
Why Advanced Solutions and Consulting can be partner of choice to enable migration from QuickBooks.
The migration starts with mapping and sizing of the data. This translates into selecting the best hardware and software configuration. ASC is a proven leader and numerous customers who migrated from QuickBooks to Cloud Based Acumatica ERP Solution, Contact Jim Carroll, President, jcarroll@solutionsco.com; 310 508 9700; Solana Beach, CA.
