Excel To QuickBooks Conversion
Having performed thousands of QuickBooks data conversions from hundreds of different platforms, we can help you convert to QuickBooks with all your important data intact. Request a free consultation and quote today.
Let SaaS Direct Help Your Business Convert Excel 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.
We Work With You In Phases
Choose the Right Quickbooks
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.
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.
Go Live & Train
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.
Close & Review Project
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.
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.
Why Choose SaaS Direct
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.
Platforms We Can Convert
Convert to QuickBooks
We know your Industry
We work with many companies to ensure their most important business history is converted. Feel confident that all historical data will be properly migrated to the new system. Our industry experts help you convert your data from a variety of different platforms.
- Accounting & Finance
- Advertising & Marketing
- Biotech & Pharmaceuticals
- Computer / IT Services
- Computer Software
- Construction & Contracting
- Distribution & Wholesale
- Energy / Utilities
- Engineering, Architecture, & Design
- Healthcare / Medical
- Health & Beauty
- Logistics & Transportation
- Media / Publishing
- Professional Services
- Real Estate
- Restaurant & Hospitality