QUICKBOOKS® & FINANCIAL SYSTEMS
Move your financial information with a clear plan— and move forward with a system you can rely on.
Changing accounting systems involves more than transferring data. The information needs to be prepared, the new QuickBooks® environment needs to be structured appropriately, and the results need to be reviewed before the organization moves forward.
KYNU helps organizations transition from another accounting system to QuickBooks®, move from QuickBooks® Desktop to QuickBooks® Online, or transition between QuickBooks® Online environments with greater clarity and organization.
Talk With KYNU About a QuickBooks® MigrationWHY MIGRATION PLANNING MATTERS
Moving to a new accounting system can create an opportunity to improve how financial information is organized, tracked, and used. But a successful migration requires more than transferring balances, lists, or transactions from one system to another.
Before the move, it is important to understand the condition of the existing financial information, determine what should be carried forward, identify anything that needs attention, and consider how the new QuickBooks® environment should be structured. After the migration, key balances, settings, and financial reports should be reviewed so the organization can move forward with greater confidence in the new system.
The goal is not simply to get the data into QuickBooks®. It is to begin using the new system with reliable information and a structure that supports the organization going forward.
IS THIS SERVICE RIGHT FOR YOU?
Organizations decide to change accounting systems for different reasons. Some need a system that better supports current operations and reporting. Others are ready to move from QuickBooks® Desktop to QuickBooks® Online or want to transition to a different QuickBooks® Online environment.
QuickBooks® Migration & Conversion Services may be helpful when:
A migration does not always begin with moving the data. If the existing financial information contains significant issues, additional review, cleanup, or preparation may be needed before the transition takes place.
COMMON MIGRATION PATHWAYS
The starting point may be different, but each migration requires thoughtful preparation, an appropriate destination system, and a clear plan for what happens before and after the move.
For organizations currently using a different accounting platform and planning to move to QuickBooks®.
KYNU can help assess the existing financial information, determine what should be carried forward, establish the appropriate QuickBooks® structure, and support the transition into the new system.
For organizations that want to move from a locally installed QuickBooks® Desktop environment to QuickBooks® Online.
The transition may include reviewing the existing file, preparing it for conversion, assisting with the move, and reviewing the resulting QuickBooks® Online environment to help ensure key financial information and settings are appropriately established.
For eligible nonprofit organizations that already use QuickBooks® Online but want to transition to a QuickBooks® Online subscription obtained through TechSoup.
KYNU can help the organization prepare for the transition, understand what information needs to be addressed before the move, establish the new QuickBooks® Online environment, and review the financial information after the transition.
The right migration approach depends on where the organization is starting, what information needs to be retained, and how the new QuickBooks® system needs to support financial management and reporting going forward.
WHAT KYNU CAN HELP WITH
Every migration is different. The work required depends on the system you are leaving, the condition of the existing financial information, what needs to be carried forward, and how the new QuickBooks® environment should be structured.
Depending on the engagement, KYNU may assist with:
Review the current accounting environment, identify migration priorities, consider potential issues, and develop a practical plan for the transition.
Help organize and prepare financial information before the move, including identifying records or balances that may require additional review or cleanup.
Evaluate how accounts, programs, classes, locations, or other tracking methods should be established in the new QuickBooks® environment to support meaningful financial reporting.
Provide guidance and support through the process of moving from the existing accounting environment into the appropriate QuickBooks® system.
Assist with establishing or reviewing beginning balances and other critical financial information needed for the organization to continue accounting in the new environment.
Review key balances, reports, settings, and financial information after the transition to identify items that may require attention before normal accounting activity continues.
Help configure the new environment so the system better reflects how the organization operates and how leadership needs to review financial information.
Help users understand the new QuickBooks® environment, address transition-related questions, and identify appropriate next steps for ongoing use.
The exact scope of a migration engagement is determined after KYNU understands the organization’s current system, financial information, migration goals, and intended QuickBooks® environment.
FOR ELIGIBLE NONPROFITS
Eligible nonprofit organizations may be able to obtain a QuickBooks® Online subscription through TechSoup’s nonprofit program at a substantially reduced cost compared with a standard commercial subscription. Eligibility, available products, pricing, and program requirements are determined by TechSoup and Intuit and may change over time.
For organizations that already use QuickBooks® Online, transitioning to a subscription obtained through TechSoup generally involves establishing a new QuickBooks® Online subscription rather than simply changing the billing on the existing account. That makes planning especially important because the organization needs to determine how its existing financial information will be moved, what may require separate attention, and how the new QuickBooks® environment should be established for continued use.
Verify that the organization has a qualified TechSoup account and meets the applicable requirements for the QuickBooks® Online nonprofit offer before beginning the transition.
Review the existing subscription, financial information, features, and any connected services so the organization understands what needs to be considered before the move.
Determine what financial information should be carried forward and identify any information, balances, or features that may require additional preparation or separate handling.
Consider how the chart of accounts, tracking methods, settings, users, and reporting structure should be established so the new system supports the organization’s financial-management needs.
Verify key balances, reports, settings, and other financial information before relying on the new environment for normal accounting activity.
KYNU can help eligible nonprofits approach the transition as a financial-systems project—not simply a subscription change. Support may include reviewing the existing QuickBooks® environment, preparing financial information for the transition, planning the migration, establishing or reviewing the new QuickBooks® structure, verifying key financial information after the move, and helping the organization understand what needs attention before normal accounting activity continues.
The goal is to help the organization take advantage of the TechSoup opportunity while moving into a QuickBooks® Online environment that is organized, reliable, and better prepared to support ongoing financial management and reporting.
Program Note: TechSoup and Intuit determine eligibility, product availability, pricing, and program requirements. Organizations should review the current QuickBooks® Online offer and requirements through TechSoup before beginning a migration.
THE KYNU PROCESS
A successful migration should give the organization a clear understanding of where it is starting, what needs to move, and what the new QuickBooks® environment should support going forward.
KYNU begins by understanding the current accounting environment, the organization’s migration goals, the condition of the financial information, and the intended QuickBooks® destination.
This stage helps identify what should be carried forward, what may need attention before the move, and what the new financial system needs to accomplish.
Financial information is prepared for the transition, the new QuickBooks® environment is established or configured as appropriate, and the migration or conversion process is supported based on the agreed scope of the engagement.
The focus is on helping the organization move its financial information in an organized way while keeping the new system structure and reporting needs in view.
After the transition, KYNU reviews key financial information, balances, settings, and reports to identify items that may require additional attention.
KYNU can also help the organization understand the new environment, establish practical next steps, and determine whether additional setup, cleanup, training, or technical assistance is needed.
A migration is complete only when the organization can move forward with a system it understands and financial information it can use with confidence.
WHO THIS SERVICE IS FOR
QuickBooks® Migration & Conversion Services may be appropriate for organizations that need to move financial information into a new QuickBooks® environment and want the transition handled with planning, structure, and financial-system needs in mind.
This service may be a good fit for:
The best migration approach depends on the organization’s current system, the condition of its financial information, and what the new QuickBooks® environment needs to support.
READY TO MAKE THE MOVE?
Whether you are moving from another accounting system, transitioning from QuickBooks® Desktop to QuickBooks® Online, or moving into a new QuickBooks® Online environment, KYNU can help you understand what needs to happen before, during, and after the transition.
The first step is to understand where your organization is starting, what financial information needs to move, and what you need the new QuickBooks® system to support.
Talk With KYNU About a QuickBooks® MigrationClarity in Your Numbers. Power in Your Decisions.