[Date Prev][Date Next][Thread Prev][Thread Next][Date Index][Thread Index]

Re: Fwd: Migrating from another accounting system


On Tue, Aug 27, 2013 at 2:40 PM, Brian Wolf <..hidden..> wrote:
Merchants in this area most frequently use Quickbooks.  There is an option in Quickbooks to export to Excel spreadsheet or CSV file, but there are also commercial tools available on the market to ease and refine exporting data.

>>What I personally did when migrating from another accounting system (Excel) to LSMB is
>>to import all invoices that I wanted to retain, pay them, so they don't stick around in the AR/AP modules.

Importing list tables such as customers, vendors and products is fairly straightforward.  But, importing transactions such as sales invoices and purchase orders (for someone like me who hasn't much accounting background) seems daunting.

Into which tables did you import them?
ALL transactions or just specific types?
Going back how far?  (eg, one year, or to the beginning of the current year.......)

Well, there are two options. If you load only list data, then loading orders should be fine (no financial impact). If you only load orders which have actually been shipped and paid, consulting an order in the new system would work just as well as consulting an invoice in the old system.

The other option (which I have actually seen being used in practice) is that the merchant doesn't migrate anything but the unpaid invoices and some balance information. If they keep Quickbooks for one more year, they'll never look back at the old data after that and save themselves a costly migration. Because: after a while, the "last invoice" is in the new ERP instead of the old one.



http://efficito.com -- Hosted accounting and ERP.
Robust and Flexible. No vendor lock-in.