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Migration from Deltek Advantage to Quickbooks Premier?

Has anyone migrated from Deltek Advantage to QuickBooks Premier. What process and source did you use? Any difficulties? Is it something I can attempt on my own? Should I pay for the migration by QuickBooks? Should I get a QuickBooks ProAdvisor to do it? We have a local consultant who is not a QuickBooks ProAdvisor who may be able to do it. Any tips, warnings, advise? Thank you.

Answers

Topic Expert
Jaime Campbell
Title: Chief Financial Officer
Company: Tier One Services, LLC
(Chief Financial Officer, Tier One Services, LLC) |

There are a lot of pitfalls in an accounting system transition, but they are generally predictable even if it's a long list. The things to watch out for include:

* Making sure your books are fully adjusted and closed before making the transition
* Determining whether you will still have access to your old set of books, and if not, exporting as many reports, details, and lists as possible to Excel or .csv before your access to your old records expires
* Making sure those exported records are easy to access and extract data from, such as customer histories
* Making the decision to convert the file, if it's possible, vs. opening a new file, entering opening balances, and starting from there

If a new file with opening balances is being used:
* Determining whether you want to take the opportunity to delete obsolete vendors, customers, employees, and other names from the lists before importing them into QuickBooks
* Determining whether you want comparative reports, and if so, extracting reports from your old system for the prior year(s) by month or quarter and inputting the changes in trial balances into QuickBooks
* Remembering to isolate outstanding checks, open receivables, open payables, and undeposited funds as of the final period in your old set of books
* Determining the timing of the reporting cutoff

* If it is possible to convert the file directly (which I don't think it is, but there might be some sort of Deltek-QuickBooks add-on that I don't know about), get crystal clear on which types of data convert and which do not
* For any data that doesn't convert, determine whether it's worth it to have in QuickBooks, and what QB features should be used to hold that data.

There are other considerations as well, but the above will give you a sampling.

If you'd like a more in-depth chat about it, feel free to contact me privately. My team and I are obviously no strangers to QuickBooks transition from other packages and we'd be happy to give some free advice or actually implement the transition for you.

Anonymous
(Office Administrator & Bookkeeper) |

Thank you so much Jaime. That was very informative and helpful! I really appreciate your time and detail.

Topic Expert
Jaime Campbell
Title: Chief Financial Officer
Company: Tier One Services, LLC
(Chief Financial Officer, Tier One Services, LLC) |

How did the transition go?

Sharon King
Title: Office Administrator & Bookkeeper
Company: Howard Architecture, P.A.
(Office Administrator & Bookkeeper, Howard Architecture, P.A.) |

We are transitioning this week. It is going pretty well. I was fortunate to hire a local consultant I have known for a few years who had a similar job as mine but at a higher level. He is a QuickBooks and Excel expert. He gave us a quote in 2008 when we originally thought of changing. He is doing the Deltek to Excel to QuickBooks data changeover this week. Our IT consultant installed QuickBooks when he installed our new server in July. The two of them and you have made this process much easier on me (thanks). I'm also relieved that we are indeed keeping our Deltek computer and database indefinitely.

Anonymous
(President/ Founder) |

Sharon how did the migration go? Any issues or problems that you encountered?

Our company is using an old version which I understand is unsupported and I was thinking of migrating to Quickbooks. Can you refer your consultant if the migration went well?

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