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Migrating from QuickBooks to Acumatica: A Step-by-Step Guide

Written by Laura Schomaker

April 21, 2022

QuickBooks is a great starting point — many businesses can attest to that. The popular solution is not keeping up with the times, however. The functional gaps that now exist in QuickBooks can create sizeable cost burdens for a business. Ever growing licensing costs to support third-party add-ons alone can make QuickBooks untenable from a financial perspective. Never mind the complexities of manual processing and inadequate reports. For these reasons and more, many businesses are migrating from QuickBooks to Acumatica in search of better performance, increased efficiencies, and lower IT costs.

When the Time is Right for Migrating from QuickBooks to Acumatica

When is it the right time to migrate from QuickBooks to Acumatica? There could be many scenarios. Too many manual or offline processes may bog you down. You might also turn to third-party solutions as add-ons to QuickBooks since its core offerings are no longer serving you well. Finally, you might not be getting the right data or the right real-time data you need to drive the most effective decision making. Today’s businesses must use actionable, real-time data and take advantage of digitization to keep up. If your organization is experiencing any pain points related to data access or workflow, the time may be right to switch to a modern ERP solution, such as Acumatica.

The Steps to Take When Migrating from QuickBooks to Acumatica

You’ve decided the time is right. Now what? Take the following steps to start the migration process

Name Existing Pain Points

Your first step should be to find where you need to improve. Where is the solution failing? Compile a list of processes which are slowed down or negatively affected by QuickBooks. This list will serve as an important document once you select and set up your new ERP system.

Consider Your Industry

Modern ERP solutions are sometimes generalized, but the best of the best offer bespoke solutions designed for certain industries. A solution such as Acumatica offers versions that respond directly to the unique challenges of specific industries, including Manufacturing and Retail. In your consultation and throughout the implementation process, focus on how the modular nature of Acumatica can create a solution that works responsively with the demands of your industry.

Assemble Your Team

Having the most effective deployment of a new solution means gathering input and feedback from your entire team. Reach out to stakeholders and staff at your company to identify where needs exist. This feedback will help ensure you get a version of Acumatica, which delivers everything you need to succeed.

Find the Right Partner

You don’t just want an ERP vendor, but one that functions as a business partner in this endeavor. The best ERP consultants consider how ERP affects your business at every level and how a solution can help you meet long-term business goals. When you go with the right vendor, they will be with you every step of the way, providing the guidance and support you need to succeed with Acumatica.

Ready to get the process started? Get in touch today. We’ll walk you through how Acumatica will heal the pain points you’ve been navigating with QuickBooks. In no time at all, you’ll have a new solution that creates cohesion, improves the quality of your BI, and enhances collaboration.

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