Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Integrate data with other applications

Convert data from competitor programs

Do the following to import and convert client data from your legacy software to Accounting CS:
  1. Complete administrative set up.
     Your firm's licensee or delegate will need to complete the one-time administrative set up before beginning.
  2. Pick your product champion.
     Pick the member of your firm who will act as your "go-to" person and will lead your firm's move to Accounting CS.
  3. Know your goal.
     Every firm is different so select your conversion strategy based on your ultimate goals. Consider the following options for moving your client's data to Accounting CS:
    • Data Import
       - You can use a spreadsheet import for primary components of a client's data, which allows clean up of a client that wasn't set up ideally the 1st time in your Accounting Software. Using this tool, along with a client template, can be a way to streamline or standardize 1 client, a few clients, or all your clients.
    • Client Templates
       - You can set up various client templates. You can set up the program as well as templates for your chart of accounts, groupings used in your financial statements, as well as many other standardized settings.
    • QuickBooks Import
       - The QuickBooks Pro import process can save you time in setting up many components within Accounting CS. Keep in mind that there could be clean up or additional setup required even with a QuickBooks Pro import. The goal is to get a large amount of the current client data moved over to Accounting CS and then fill in the gaps.
    • Convert from another software application -
       You can convert from different accounting applications. Refer to the conversion guides for specific information.
  4. Review the conversion guides.
    You can download the following Accounting CS Conversion CD program here on our website.
  5. Review the overviews to import from Spreadsheet or QuickBooks:
  6. Start your transition with the less complex clients.
     You'll learn the system the more you use it. To ease your learning curve, start transitioning less complex clients. Transitioning a client with a smaller chart of accounts, fewer employees, etc., will allow you to experience the basic steps and then, when you're prepared, you can move on to the clients with more details to transition and verify.
  7. Convert and import a few clients at a time.
     In addition to getting a few conversions and imports under your belt, you'll be learning a new program and in some instances, a new way of processing the client data. Focus on transitioning only a few clients at first and get them working fully in Accounting CS. This will allow you to better understand how the entire transition cycle works for a client's data, understand how the conversions and imports work, and give staff time to practice and get better at the procedures in the program. You can always accelerate the pace of your client transitions once you and your staff are comfortable with the processes, program, and the conversion. Along the way, remember that we offer Transition, Support, Training, and Consulting services to help you and your staff.
  8. Verify the converted data.
     Take the extra time to verify the data that has been converted or imported. If a conversion guide applies to your transition, it will recommend which reports to use when verifying the data after conversion. If you're using an import to convert your client's data, take advantage of the reporting capabilities in Accounting CS to make that same accuracy comparison. This is an essential step to completing your transition.

This article applies to:

  • Product: Workpapers CS
  • Subject: Integration