Create New QuickBooks Company File

QuickBooks company files can become so large that they slow the software’s speed down significantly. DL & Associates’ file analysis service is designed to analyze a large company file for damage or data corruption. We complete everything for you, which means that your data transition is made easy. We are experts, so there is far less risk of something going wrong during the transition.

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Create a New File

We extract financial data from your current file and load it into your new QuickBooks data file.

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Reorganize the Data

Our tools enable us to clean up your list data to your specifications.

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Reduce your file size

We take necessary company information and create a new file that takes up much less space.

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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 choose which customers, vendors, or inventory items transfer to QuickBooks.
Your Chart of accounts can be edited if needed. We’ll make sure the financials balance.

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Create a sandbox QuickBooks file with your QuickBooks data for evaluation.

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

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Zero Downtime

Final overnight switchover conversion.
Resend your QuickBooks 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 source file 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

“We worked with David, Lynn and their team on a new QBE company file! For something as important as this, we really did our research to chose a company we felt would be best equipped for the job. DL & Associates really surpassed our expectations and made the process seamless! They were in tune with everything we requested and stayed on top of the project to get it done quickly and in a very organized manner! Highly recommended!”

Mike Spinner

EVL Nutrition

Book one on one consultation with our QuickBooks Experts

Book Appointment Now

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.