Data Migration

Let SaaS Direct Help Your Business Convert to QuickBooks

SaaS Direct is a seasoned conversion provider you can trust. We have performed 1,000+ QuickBooks data conversions and have developed a consistent process for conversion success.

Working with SaaS Direct, you’ll have a dedicated conversion specialist who will assess your situation, determine which QuickBooks products you’ll need, and work with you to develop a phased conversion plan. We also employ full-time developers who will manage the export, cleaning, and import of your historical data. Post-conversion, your team will be fully trained on the new system, and we’ll help you put efficient processes in place that allow you to make the most of your new system.

The SaaS Direct Way

  • Ensure your most important business history is converted. Feel confident that all historical data will be properly migrated to the new system.
  • Speed up the time to conversion. Reduce time spent working on two systems and eliminate double entry.
  • Ensure your system is set up correctly – all tables and databases are working and your bank accounts are properly linked.
  • Get custom training for your leadership and full team.
  • Get the most out of your QuickBooks. We can show you how to use the 150+ out-of-the-box reports, and custom create reports unique to your business.
  • Build on top of your QuickBooks. We have experienced developers who can leverage the QuickBooks API to build modules and add-ons to meet your company’s needs and goals.
  • Have an ongoing support team to troubleshoot issues and ensure your QuickBooks is growing with your business.

Convert to QuickBooks from

  • Acumatica to QuickBooks Conversion
  • AccPac to QuickBooks Conversion
  • Business Works to QuickBooks Conversion
  • Cougar Mountain to QuickBooks Conversion
  • DacEasy to QuickBooks Conversion
  • Epicor to QuickBooks Conversion
  • Exact Macola to QuickBooks Conversion
  • Excel To QuickBooks Conversion
  • FinancialForce to QuickBooks Conversion
  • Foundation to QuickBooks Conversion
  • Great Plains to QuickBooks Conversion
  • Intacct to QuickBooks Conversion
  • MAS 90 to QuickBooks Conversion
  • MAS 200 to QuickBooks Conversion
  • MAS 500 to QuickBooks Conversion
  • Master Builder to QuickBooks Conversion
  • Maxwell to QuickBooks Conversion
  • Microsoft Access to QuickBooks Conversion
  • MS Dynamics to QuickBooks Conversion
  • MYOB to QuickBooks Conversion
  • Navision to QuickBooks Conversion
  • NetSuite to QuickBooks Conversion
  • Oracle to QuickBooks Conversion
  • Peachtree to QuickBooks Conversion
  • QuickBooks Pro to Enterprise
  • QuickBooks Premier to Enterprise
  • QuickBooks Online to Enterprise
  • Sage 50 to QuickBooks Conversion
  • Sage 100 to QuickBooks Conversion
  • Sage 300 to QuickBooks Enterprise
  • SAP to QuickBooks Conversion
  • Simply Accounting to QuickBooks Conversion
  • Timberline to QuickBooks Conversion
  • Xero to QuickBooks Conversion

SaaS Direct’s QuickBooks Conversion Process

Phase 1: Determine Products Needed

Your dedicated QuickBooks Conversion Expert will spend time getting to know your business, as well as your current system. We’ll learn exactly what your team needs out of an accounting system, and which QuickBooks products you’ll need.

Phase 2: Templating

This process requires developing the proper workflows that will make QuickBooks work for your business. You pull data, including reports such as Accounts Receivable and Accounts Payable, P&L, balance sheets by month, and any other data that needs to convert to QuickBooks.

Phase 3: Training & Go Live

Training your team is crucial to ensure that your company successfully transitions to the new software. We’ll do training to make sure your team knows how to use your new QuickBooks system.

Phase 4: Close & Review the Books

This process helps us determine if there are any other additional data or monthly reports you need to run your business. If there are additional files which need to be moved, we’ll pull them over from your old system to QuickBooks.

Phase 5: Follow Up

We’ll let you run the QuickBooks software. If you’re having problems, we’ll try to resolve them. And if there are features or data that were left behind in your legacy system, we’ll retrieve them. Our goal is to make sure you are getting the most out of your accounting software.