Reckon to QuickBooks Conversion Process:
1. Backup Your Reckon Data:
Ensure all your Reckon data is backed up before starting the conversion. This protects against data loss and allows you to revert if needed.
2. Prepare Your Data for Export:
Review your Reckon data and clean up any inconsistencies or outdated information. Ensure that your records are accurate and up-to-date.
3. Export Data from Reckon:
Export your financial data from Reckon in a format that QuickBooks can read. This often involves exporting files in CSV or Excel formats.
4. Set Up QuickBooks:
Install and set up QuickBooks if you haven’t already. Ensure you have the latest version that supports data import.
5. Import Data into QuickBooks:
Use QuickBooks’ import tools to bring your Reckon data into QuickBooks. Follow the prompts to map your data fields correctly and ensure a smooth transition.
6. Verify Data Accuracy:
After importing, thoroughly review your data in QuickBooks to ensure it matches the original records from Reckon. Check for discrepancies and correct any errors.
7. Set Up Accounts and Preferences:
Configure your accounts, preferences, and settings in QuickBooks to match your previous Reckon setup. This includes setting up account types, tax codes, and user permissions.
8. Reconcile Accounts:
Perform a reconciliation of your accounts to ensure that all transactions are accurately reflected in QuickBooks. Verify bank statements and financial reports.
9. Train Your Team:
Provide training for your team on using QuickBooks, focusing on any new processes or features they will need to be familiar with.
10. Monitor and Adjust:
Continuously monitor your QuickBooks setup to ensure everything functions as expected. Make adjustments as needed to optimize your financial management.
By following these steps, you can ensure a smooth transition from Reckon to QuickBooks, maintaining the integrity of your financial data and enhancing your accounting efficiency.
After this, you will be given all the ownership of your files back. you can continue working with us for QuickBooks Bookkeeping Services.
What We Convert and What We Don't
What we Convert
Chart of Accounts
Customer Details
Supplier Details
Opening Account Balances as of Conversion Date
Open Invoices(Detailed) as of Conversion Date
Open Bills(Detailed) as of Conversion Date
Classes
Item details
Bank and Credit Cards balances as reflect in the Trial Balance of RECKON on the conversion date
The entire conversion and matching of Reports are done on ACCRUAL Basis
We match the account transaction as fed in the source software and not with the actual bank statements.
What We Dont Convert
Expense Claims
Purchase Orders
Sales Estimates
Tracked Inventory
Payment Terms
Deleted/Void Transactions
Transaction lines with Nil Values
Employee details
Sales Rep
Customer Jobs
Attachments
Unreconciled Transactions
Allocation of Invoices or Bills against credit notes
MAC Help Your Business Convert From Reckon to QuickBooks:
We take care to convert every data that has been stored in Reckon to QuickBooks, including charts, accounts, vendor and customer details, payroll, inventory, taxation, jobs, services, pricing, assembling, employee details, and more. Once a complete software migration process is Reckon to Quickbooks, you can continue with our affordable Quickbooks Bookkeeping Services.
MAC can help! We partner with conversion experts to make your switch to QuickBooks Online a breeze. They'll securely transfer your essential data - charts of accounts, customers, and transactions - into a user-friendly QuickBooks Online format. You'll be up and running in no time, with the added benefit of cloud-based access and powerful features to streamline your finances. Don't waste another minute wrangling with Reckon. Contact MAC today and let us help you embrace the freedom and efficiency of QuickBooks Online!
Contact us here for the Reckon to Quickbooks Conversion Services.