Author Archive dmarconsultingllc

Data Conversion

Quickbooks Data Conversion

We will use our expertise to make the transition from one application to another seamless. We have experience converting data from Quickbooks desktop to Quickbooks online. There are pros and cons of migrating to Quickbooks Online from Desktop:

Pros

Cloud-base access from anywhere.

3rd Party integrations

Learning curve may easier

Cons

Inventory transiting maybe more complex as Quickbooks Desktop uses the WCA and Quickbooks Online use FIFO.

Auto rules can be difficult to manage

Limited reporting


We do it in phases, but make sure its best for your business.

Here are the phases:
Phase 1: Make sure all accounts are reconciled in application transferring from.
Phase 2: Print all financial statements and review Back-up data
Phase 3: Import list from old application to new
Phase 4: Input opening balances and review
Phase 5: Gather supporting documents for data entry
Phase 6: Review, train, review and train

Getting started

Getting started working with dmarconsultingllc is as easy as making a vegan dinner for eight.

Here is how you do it:

  • Accounting – provide current financial statements (balance sheet and profit and loss).
  • Tax – provide last tax return and supporting documents.
  • Payroll- provide all payroll tax documents (W-4,IL-4,I-9 and or W-9) for all employees and last payroll tax returns.
  • Business Consulting – provide scope of work
  • Project Management – provide project or program