QuickBooks Data Migration

Migrating 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 migrating ERPs, with zero downtime and no double entry, to QuickBooks since 2009. With our proprietary migration software, we can customize our process to migrate 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 Migration Process



Starts with a kick off meeting:

Develop a migration plan and schedule deliverables for each stage.



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

You may transfer certain customers, vendors, or inventory lists to QuickBooks.
Remapping your Chart of accounts if necessary



Create a sandbox QuickBooks file with your ERP data loaded.

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



Transfer Historical Data

This is completed by importing a General Ledger detail.



User training in sandbox data

Train your users on how to use QuickBooks properly using your data.
Best practices for configuring QuickBooks



Zero Downtime

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



Balance transfer

Your ERP account balances are transferred to QuickBooks.



30 day support after go live

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

Phase 1

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

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.