QuickBooks Data Conversion

Converting your accounting system or ERP system to QuickBooks can be a complex process with many decisions to be made.

What information can be transferred?
How do historical transactions transfer?
Will all of this data come together accurately at the end?
How do I verify the results before I start using QuickBooks with live data?
How long is my company going to be without its accounting system while the transition is happening, or how much double entry will be needed?
How can I get my questions answered if I get stuck?

DL & Associates is a certified QuickBooks Solution Provider. We have specialized in converting ERPs, with zero downtime and no double entry, to QuickBooks since 2009. With our proprietary conversion software, we can customize our process to convert your data to suit your particular business needs. Our experts will work directly with you to make sure you get the results you need the first time so you can keep your business going uninterrupted.

Zero Downtime Data Conversion Process

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Starts with a kick off meeting:

Develop a conversion plan and schedule deliverables for each stage.

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Discussion of how we’ll clean up your lists transferred to QuickBooks.

You can chose which customers, vendors, or inventory items transfer to QuickBooks.
Your Chart of accounts can be edited if needed.

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Create a sandbox QuickBooks file with your ERP data loaded.

Test your 3rd party integration with the sandbox and verify the data is transferred to QuickBooks as expected.

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Transfer Historical Data

This is completed by importing a General Ledger detail.

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User training in sandbox data

Train your users on how to use QuickBooks using your data.
Learn best practices for configuring QuickBooks

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Zero Downtime

Final overnight switchover conversion.
Resend your ERP data, with up to date transactions to our engineer. A refreshed copy of your QuickBooks will be delivered by the next business day.

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Balance transfer

Your ERP account balances are transferred to QuickBooks.

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30 day support after go live

30 days post go-live user support to ensure the success of the migration

Watch the Data Migration Video to understand our Migration process

“I can’t say enough about the exceptional service I received from David, Mireya and Deepa at DLA during our transition from NetSuite to QuickBooks Enterprise. What truly solidified our trust in DLA was their unwavering commitment to finding solutions, even when we encountered challenges during the transition. Their dedication to ensuring a seamless migration was evident at every step. The experience of working with DLA was nothing short of top-notch, and I wholeheartedly endorse their services to anyone seeking a smooth and successful transition to QuickBooks Enterprise.”

Eric Hsu

Charter Enterprise

“We made the switch over from Sage to QuickBooks and worked with Yamini. This is a much more robust system then what we were on before and more intuitive as far as our needs go. It has worked out very very well and we don’t have any complaints at all. I would absolutely recommend DLA.”

Jennifer Diliane

Peel & Stik Adhesives Inc.

Kickoff Meeting

Determine what QuickBooks products are needed (QuickBooks Enterprise, Advanced Inventory, Point of Sale, or any other third party add-on products)

Phase 2

File Setup

We will pull data from your Accounts Receivable, Accounts Payable, Balance Sheets, Profit & Loss, Payroll, General Ledger, and Assemblies

Phase 3

Training with a QuickBooks Expert

This can be in-person or through a webinar.

Phase 4

Review Financials and Go Live

We will balance out your Accounts Receivable, Accounts Payable, Payroll, General Ledger, Chart of Accounts and any additional data or monthly reports.

Software to QuickBooks Conversion List

We can migrate to QuickBooks Desktop or QuickBooks Online

Logos of systems we can convert to Quickbooks

Certified QuickBooks ProAdvisors

We are here to provide our clients top-level service and support with our industry knowledge in professional business management and technology solution services. Please feel free to contact us to see how we can help benefit your business.