Better than Quickbooks – CPA Technology Advisor thinks so…

Being better than Quickbooks is not easy but a recent review by the leading US accounting technology reviewer concluded our web based ERP small business management software was better than Quickbooks – read about it here. So if your frustrated with Quickbooks or your accounting software, you can easily import your existing information from other systems and enjoy the benefits of more features at much lower cost.

Importing your information

Importing information from your existing system into our low cost web based ERP small business management software is straightforward. The tools and tutorials you need to import your information are bundled with your web based ERP software system.

Here’s a short list of the common questions folk need answers to when they want to import and export information. Just scroll down the page to see the answers.

  • Deciding what to export from your old system(s).
  • Can you help me decide what and what not to import?
  • Can you do it for me?
  • What can I import into your web based ERP software?
  • What about historical information I don’t want to move?
  • Which systems can I export information from for import into your web based ERP software?
  • Can I export information from your web based ERP software?

Deciding what to export from your old system(s)

Deciding what to import is often the hardest decision you have to make when moving to a new system so we are happy to provide you with advice and guidance, free of charge on what’s best practice and the most sensible approach.

We can help you decide what and what not to import.

We’ve helped a lot of businesses migrate from their old systems to our web based ERP software and we know the subtleties and issues you may face when you export your information and prepare it for import. So if you’re not sure or you just want peace of mind then we’re here to help.

We can do it for you

Alternatively we can do it for you for a reasonable fee, just get in touch to tell us what you need and we can take a look at your situation and provide you with a fixed price quotation.

What can you import into our web based ERP software?

The standard imports are:

  • Workers – your employee/user profiles
  • Chart of Accounts – your list of accounts and your opening balances
  • Leads
  • Prospects
  • Customers
  • Suppliers
  • Contacts
  • Items – all of the detail about  products and services you buy and sell

Importing other types of information (i.e.accounting transactions)

If you wish to import other types of information such as sales documents such as quotations, orders, invoices etc or purchasing documents such as purchase orders, purchase invoices etc then just give us a call and we’ll walk you through the best approach.

Historical information you don’t want to move

In our experience a lot of folk want to start afresh with a system containing the minimal amount of information or just the information they need to get going. It’s therefore often the case they want to still have access to their historical information but don’t want to import it into our web based ERP software.

If the information has been exported from an online system, then we can provide a range of options to help you solve this problem. Just get in touch and we’ll be happy to help.

Which systems can you export information from into our web based ERP software?

These are just some of the systems we regularly help folks move from. If you’re currently using a system that’s not on this list the chances are we’ve worked with it. Just contact us and we’ll be happy to help.

Business accounting software such as:

  • Quickbooks
  • Peachtree
  • Sage Line 50
  • Mamut
  • MYOB

Customer relationship management software such as:

  • Salesforce.com
  • ACT
  • Zoho CRM
  • Sugar CRM

ERP software systems such as:

  • NetSuite
  • Microsoft Dynamics
  • Compiere
  • Sage
  • Openbravo

Software that can generate .xls file formats such as:

  • Excel
  • Google Docs Spreadsheet
  • Open Office

Exporting your information from our web based ERP software

Every list and report inside our web based ERP software can be exported. This is particularly useful if you want to model information using spreadsheets. However if you want to move all of your information from our web based ERP software then we provide an export facility to allow you to easily do this.