Copyright 2017. Computer Survival. All rights reserved.

Basic Conversion - $400 to $500* - 2 Day Turn around

Starting a new AccountEdge company file with no history.
The new AccountEdge file will have.
• All Account and Budget information
• All Items, Price Levels, Taxes, Jobs and ToDo's
• All Cards - Customers, Vendors, Employees and Other Contacts
• All Detailed Lists - Customer and Vendor Types, Item Types, Payment Types, Shipping Types, Comments and Vehicles
• The Chart of Accounts will be accurate and match Quickbooks as of conversion date
• The current AR, AP and Inventory Levels will match Quickbooks as of conversion date.
*See Below for exceptions

SERVICES


*Exceptions-Things that will have to be done manually or that will be different between QB and AccountEdge.  Some of these can add additional cost to the conversion.

Basic Conversion Differences

1 - Assembled items cannot be imported into AccountEdge.  They must be manually created.
2 - Quickbooks items have an item name and item description.  AE has an item number (46 Characters), item name (62 Characters) and a description.  The Quickbooks item will become the AccountEdge item.  The Quickbooks description will become the AE item name, but the name will cutoff at 62 characters so we (or you) will have to cleanup the item name to match a max of 62 Characters.  The full QB name will become the AE description and can be used on invoices and purchases. AccountEdge also has a limit of 6 pricing levels.
3 - Jobs - In Quickbooks any card could be used as a job#.  In AccountEdge the job# must be created.  We can create the jobs from the Quickbooks data but are limited to 15 characters for the job#.  We cannot have duplicate jobs in AccountEdge.  So we might have to use numbers for the jobs, you can later change the numbers to what ever you want.
4 - Payroll - Payroll accounts must be setup to match the way you do payroll for your company.

Full Conversion Differences
5 - Invoice and purchase numbers cannot be over 8 characters.  Substitute invoice and purchase numbers will be created.  A reference to the old invoice or purchase number is created on the invoice or purchase.  Lots of big invoice or purchase numbers can add time to the conversion process.
6 - Every Purchase and Sale must have a PO# or Invoice#, the Pur/Inv#  must be unique.  Non unique Pur/Inv# can add time to the conversion process.
7 -Credit invoices and purchases must be manually applied to open invoices.  A lot of the them can add to the time of the conversion process.
8 - Discounts that are applied when receiving a customer payment can not be imported.  Must be manually entered.
9 - Payroll transactions cannot be imported as payroll transactions.  They are imported as a Check to the Employee and general Journal transaction for the taxes other payroll transactions are posted inside of the check detail.
10 - Voided checks are not transfer (unless you want them to be), deposits are entered at the end of the year and then balanced, and bank accounts are reconciled at the end of the year.

Quickbooks to AccountEdge Conversions

Fiscal Year Conversion - $1000 - 1500* - 5 Day Turn around

New AccountEdge company file with all of this years historical data.
The new AccountEdge file will have.
• All Basic Conversion Data listed above
• All Purchases and Vendor Payments, All Sales and Customer Payments.
• All Spend money and Receive Money Transactions.
• All General Journal Transactions.
• All Inventory Adjustments.
• All Payroll Transactions, including Tax Payments and Payroll Checks
• All General Journal Transactions
• All data is imported into AccountEdge and the P&L and Balance Sheet is compared to Quickbooks to ensure they balance.  Entry errors in the Quickbooks file can add time to the process.
*See below for exceptions

Types of Conversions

CALL US

for a free Consultation

972-647-8239


Full Conversions - $1500 - $3500* - 7 Day Turn around

New AccountEdge company file with all historical data.
  • The new AccountEdge file will have all the data located inside the Quickbooks file transfer to AccountEdge.  Each Fiscal year P&L and Balance sheet is checked to match Quickbooks.