Our conversion services specialize in transitioning desktop accounting software from one product to another or from desktop to online versions. Following the conversion, we meticulously set up Company Settings and invite necessary users to align with your current accounting requirements. To ensure a successful transition, we meticulously verify the new data against the former database. Additionally, we configure the sales module and establish multi-currency settings based on the information you provide. If applicable, we activate inventory features and adjust inventory settings accordingly. Payroll services could also be integrated into the new system if your company subscribed to the payroll provided by the software. Finally, we reconcile bank accounts to match the final reconciliations from the former database.
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To facilitate a seamless conversion, Timely provision of specific documents and information from your end is necessary. This includes a backup copy of the current software database containing essential details such as balance sheets, check registers, customer accounts, invoices, receipts, sales tax and vendor information, purchase orders, federal tax ID numbers, payroll specifics, employee data, and unemployment account information. All information provided by you will be used as-is, without further verification or investigation on our part.
