Data Migration Done Right

Having performed thousands of QuickBooks data migrations 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.

Data Migrations - Let SaaS Direct Help Your Business Convert to QuickBooks

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

Working with SaaS Direct, you’ll have a dedicated data migration specialist who will assess your situation, determine which QuickBooks products you’ll need, and work with you to develop a phased data migration 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

QuickBooks Data Migration steps

Phase 1

Data Migration

Choose the Right Quickbooks

 

Your dedicated QuickBooks Data Migrations 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

QuickBooks - Create Invoice

Create Template

 

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

Data Migration

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. We are here to make sure data migration goes smoothly. 

Phase 4

Data Migration

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.

Phase 5

Data Migration

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.

Why Choose SaaS Direct For Data Migration

Data Migration

Ensure your most important business history is converted. Feel confident that all historical data will be properly migrated to the new system.

Data Migration

Speed up the time to data migration. Reduce time spent working on two systems and eliminate double entry.

Data Migration

Ensure your system is set up correctly – all tables and databases are working and your bank accounts are properly linked.

Data Migration

Get custom training for your leadership and full team.

Data Migration

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.

Data Migration

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

Data Migration

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
  • Agriculture
  • Biotech & Pharmaceuticals
  • Computer / IT Services
  • Computer Software
  • Construction & Contracting
  • Distribution & Wholesale
  • eCommerce
  • Education
  • Energy / Utilities
  • Engineering, Architecture, & Design
  • Government
  • Healthcare / Medical
  • Health & Beauty
  • Insurance
  • Legal
  • Logistics & Transportation
  • Manufacturing
  • Media / Publishing
  • Nonprofit
  • Professional Services
  • Real Estate
  • Restaurant & Hospitality
  • Retail
  • Telecommunications