AccountEdge to QuickBooks Data Conversion

Switch from AccountEdge to QuickBooks Desktop Pro, Premier, Enterprise, or Online version for automated payment reminders, track inventories, run reports, project profitability, bill management, mileage tracking, customized access and multiple third-party integration add-ons with eBetterBooks fast, secure and reliable data conversion services.

QuickBooks data conversion

Migrate from AccountEdge to QuickBooks for Better
Inventory Management & Workflow Automation

QuickBooks is a robust accounting software best for small to large-sized businesses, allowing you to avail features such as bookkeeping, invoicing, multi-currency support, financial reporting, inventory management, expense tracking etc. It comes up with different versions like Pro, Premier, Enterprise, Mac or Online from which you can choose any that suits your business needs. The software can be easily installed on both Windows and iOS with minimum system requirements. 

Due to its worldwide acceptance, QuickBooks provides seamless third-party integration add-ons, cost-effective solutions, scalability, user-friendly interface, enhanced reporting and analytics tools while AccountEdge has limited mobile access, pricey CRM integrations, unresponsive customer support, lack of searching capabilities, making it more complex software for them who don’t know more about accounting or bookkeeping. 

When you migrate from AccountEdge to QuickBooks, you’ll get more customized & personalized solutions such as data privacy, on-demand access, invoice branding, payment reminders, regular data backups, financial reporting and bank synchronization to ensure the accuracy and consistency in your financial data. The software allows you to access in-built accounting tools or templates available for managing inventory, shipping, sales orders, pricing, tasks, invoicing, reporting and addressing the errors that may damage your sensitive business data and hamper your day-to-day operations.

Contents

Convert from AccountEdge to QuickBooks and Unlock the most Comprehensive Features & Functionalities

Know why to transfer from AccountEdge to QuickBooks?

  • Better Track Expenses

    You can now clearly see your pending bills or purchase orders at one place and track what’s paid or owed. This will help you to take immediate action on unpaid bills and improve your financial health by connecting your bank accounts to QuickBooks mobile app, snap photos of receipts anywhere and attach them to invoices, making tax filing easier.

  • High Security Measures

    In QuickBooks, you can set up or manage user permissions and roles to ensure the highest level of data security with full access control to prevent unauthorized activity and track user activities. This functionality will help you to provide data access or admin rights to the user with whom you want to share your sensitive business data.

  • Simplified Tax Preparation

    QuickBooks simplifies tax preparation processes and organizes your financial information in one place. It generates accurate reports needed for tax filing, tax returns, tax reporting etc. and ensures compliance with government regulations.

  • Robust Reporting Capabilities

    QuickBooks includes sophisticated reporting and analytics tools that help businesses to get better insights into their financial management, sales processes, and inventory status. You can apply filters, customize fields, generate reports, create dashboards and integrate third-party apps for accurate decision-making and analysis.

  • Advanced Inventory Management

    QuickBooks helps you to scan your receipts and save the receipt data in the software with the warehouse management app for android. You can add inventory items to your invoices, manage purchase orders, track the current status of your orders ensuring you never run out of stock.

  • Seamless Integration Add-ons

    QuickBooks allows you to integrate with more than 200+ third-party apps categorized related to payroll, CRMs, e-commerce, banking and others for faster computing services, giving you best possible insight and control over the ongoing accounting processes and data.

Which Data Can be Transferred from AccountEdge to QuickBooks

Our dedicated experts work round the clock to offer you more flexible and seamless QuickBooks data conversion services as per your requirements. Here’s what we can migrate for you:

Lists

Icon Chart of Accounts

Icon Customer list

Icon Vendor List

Icon Jobs List

Icon Employee List

Icon Service Items

Icon Inventory Items

Icon Non-Inventory Items

Icon Assembly Builds Items

Transactions

Icon Invoices

Icon Customer Payments

Icon Sales Receipts

Icon Bills

Icon Credit Memo

Icon Vendor Credits

Icon Vendor Payments

Icon Journal Entries

Icon Checks

Transactions

Icon Inventory Adjustments

Icon Liability Adjustments

Icon Sales Tax Payments

Icon Paychecks (as Journal Entries)

Which Cannot be Converted from AccountEdge to QuickBooks

Transitioning from Sage 300 Construction and Real Estate to QuickBooks involves a streamlined conversion process, however certain elements may not transfer between the two platforms.

Icon Bank Reconciliation

Icon Custom Templates

Icon Individual employee wage or deduction information

Icon Budgets

Icon Employee YTD information

Icon Track Inventory

Icon Invoice Templates

Icon Paychecks converted as Journal Entries

Icon Time sheets

Icon Fixed Asset Items

Icon Work Tickets

Icon Deleted/Void Transactions

Icon Journal Entries

Icon Expense Claims

Icon Memorized Transactions

Icon Posting and Non-posting transactions

Icon Custom VAT Rates

Icon Transaction lines with Nil Values

 

AccountEdge to QuickBooks - Better Financial Management, Robust Reporting Capabilities & Full Data Security

Sign up and migrate from AccountEdge to QuickBooks for user-friendly interface, multiple industry-specific versions, customized invoice, forms or templates, scalability, advanced reporting & analytics tools, inventory tracking solutions, seamless integrations with payroll, CRMs, e-commerce, banking and more to get optimum visibility and control on your accounting data.

At eBetterBooks, we deliver fast & hassle-free QuickBooks data conversion service for AccountEdge:

Icon Assessing your needs

Icon Preparing your data

Icon Mapping old AccountEdge data to new QuickBooks fields

Icon QuickBooks configuration, verification, and testing

Make Informed Choice: Convert From AccountEdge to QuickBooks

Pros Cons

AccountEdge Pros:

  • Easy-to-use Dashboard
  • Compatible with Mac and Windows
  • Highly Customizable Reports
  • Integration with other business software
  • Time-saving automation features
  • Robust Project Management Capabilities

 

QuickBooks Pros:

  • User-friendly Interface
  • Comprehensive Financial Management
  • Offline mode accessibility
  • On-time Support
  • Advanced Security Measures
  • Customized invoices and forms
  • Scalable for all size of businesses
  • Extensive third-party integration add-ons

AccountEdge Cons:

  • Need to pay more for finding prior year transactions
  • Pricey CRM Integrations
  • Limited mobile access and functionality
  • Slow Customer Support
  • Lack of Searching capabilities
  • Steeper learning curve for advanced features

 

QuickBooks cons:

  • Limited Collaboration & Customization Options
  • Basic Reporting Features
  • Expensive Subscription-based pricing model
  • Platform dependency

Confused! Which QuickBooks Version is Right for you? Talk to our Experts for Free!

Choose QuickBooks Pro for small businesses with basic accounting needs, QuickBooks Premier for industry-specific solutions or advanced inventory management features, QuickBooks Enterprise to handle large data sets and high transaction values with customizable templates and forecasting tools or QuickBooks Online for more than 400 integration options related to payroll, CRMs, e-commerce  and others. 

 

Our dedicated conversion experts at eBetterBooks will help you to make the right choice for moving from AccountEdge to QuickBooks and work round the clock to perform the most accurate, precise or smooth transition.

Get a free Quote

AccountEdge to QuickBooks: Prevent Data Discrepancy with our Post-Conversion Support

1

We conduct comprehensive training sessions to empower your team with all the capabilities required for the new software.

2

Get 24*7 assistance from our support channels for any conversion related queries or concerns.

3

Our dedicated experts promise you to provide speedy transition without any accidental data loss.

4

We offer comprehensive documentations and resources to help users in navigating the new software more effectively.

5

Our service providers prompt you to share post-conversion feedback and reviews to identify areas for better enhancement or frequent improvements.

Make your Move Easy with eBetterBooks QuickBooks
Data Conversion Services

Sit back and relax, our experts will transfer your crucial data to another software and let you access the most comprehensive accounting features & functionalities

E

Expertise in AccountEdge to QuickBooks data conversion sets us apart. With our dedicated team members, we guarantee comprehensive s and reliability in every aspect of your data conversion process.

A

Accurate AccountEdge to QuickBooks data conversion is our speciality. We apply a thorough evaluation process to ensure every transaction is accurately mapped and transferred.

S

Seamless AccountEdge to QuickBooks data conversion is our expertise. From evaluation to implementation, every step is carefully followed so that your data can never be compromised and you can get the best data conversion experience ever.

Y

Year-round AccountEdge to QuickBooks data conversion is our commitment. We work tirelessly to provide uninterrupted service and ensure a smooth and convenient data transition practice for our clients.

Checklist: AccountEdge to QuickBooks Data Conversion

Things you do for your business!

Icon Check QuickBooks Desktop Variant or Version You Want to Convert to.

Icon Identify the number of users and stakeholders

Icon Any specific features/ requirements you are looking for?

Icon Make a note of the accounting system (accrual or cash-based) in use.

Icon Using multi-currency invoices.

Icon Linking bank accounts, credit cards, and payment gateways.

Icon Need to control authorizations for accessing accounting data.

Icon Switch to Single-user or Multi-user environments.

Icon Go for any QuickBooks integrations.

  • Payroll
  • Time tracking

Icon Is there any need for inventory management?

Icon Make a note of minimum system requirements (in case of QuickBooks Desktop)

Icon Mark any historical data you want to move to QuickBooks desktop. 

Icon Check your data file/ Company file.

Icon Extract tax information and any previously generated audit reports.

Icon Expected timeframe for the conversion process.

Icon Create a backup of the existing accounting data.

14 Days Data Recovery Guarantee

At eBetterBooks, our team prioritizes the safety, security and integrity of your data as we understand how important it is for your business growth. In case of any unforeseen events if your data has been lost or misplaced during conversion, we ensure fast data recovery within 14 days and keep our promise for better business productivity.

What you can Expect After AccountEdge to
QuickBooks Conversion

1

Once the conversion is completed successfully, you will receive an email with the subject header “Your Conversion is Ready to Review.”

2

You have only 72 hours to review and approve your conversion.

3

Match your data with the reports you exported earlier to our team. When the transition is over, our dedicated experts will provide:

  • A QuickBooks backup file (.qbb) for easy restoration on your system. 
  • Check all your transactions are marked up as reconciled. If any transaction is not supported in QuickBooks, we’ll provide standard workarounds and post-conversion instructions. 
  • Get a detailed post-conversion checklist to make your transition faster or smoother. 
  • We ensure journal entries are linked to their respective invoices and bills so that your trial balance isn’t affected after the migration.
QuickBooks Conversion Expectations

AccountEdge to QuickBooks Data Conversion Process

Let our experts assist you with simplifying your conversion from one software to another.

Phase 1:

Know your Business needs

Our QuickBooks data conversion specialists evaluate your AccountEdge data that needs to be converted, data structure, technical specifications, and your needs. This may include financial data such as general ledger accounts, inventory data, accounts payable and receivable and much more. We solve your doubts, identify data to be transferred, communicate with our clients to check your systems compatibility and set up scope and timeline. You’ll be in command at every stage.

Phase 2:

Prepare data for Migration

According to your business needs you can convert from AccountEdge to QuickBooks and we will help you to transfer information like Accounts Receivable and Accounts Payable reports, P&L, monthly balance sheets, and any other data that needs to be converted to QuickBooks without any discrepancies, errors, and duplicate entries. Your data will be cleaned and backed up as a security measure before the conversion begins.

Phase 3:

Informed Decision-Making

During AccountEdge to QuickBooks data migration if you’ve any doubt, our dedicated data conversion experts will help you to determine what advanced or customized features you get based on your changing business needs, team size, and future plans, single-user or multi-user, PC or networked, Payroll or POS, etc. Our service providers will assist you make an informed or right decision.

Phase 4:

Mapping data to QuickBooks Fields

Mapping the data from AccountEdge to the corresponding fields in QuickBooks software. The data that is identified to be transferred (Balance Sheets, Income Statements, Payroll Database, Invoices, Accounts Receivables, Accounts Payables, expense reports, reconciliations, and any other data needed to be converted), will be sorted and experts will ensure that data categories align accurately to avoid discrepancies and redundancy.

Phase 5:

Conversion, Verification and Testing

Our in-house full-time programmers initiate and monitor the data conversion process and fix any issues or errors so that the system functions properly. We check the new system to ensure the integrity and accuracy of your financial transactions and reports. If any other data is required to be transferred or you want to add more, the process will be repeated for your satisfaction and scope.

Phase 6:

Team Trainings & Follow-ups

Our highly-skilled staff to shorten the learning curve for your team and make sure they know the functionalities, navigations, or features of your new system. For this, we conduct especial training sessions for them so they can help you to manage workflows, set up basic configurations, charts of accounts, integrations etc.and try to make your transition complete and successful. We aim to make things work for you in an efficient manner.

Phase 7:

Post-Conversion Support & Optimization

Experts will review all your unresolved queries and optimize your workflow, system, software, etc. for improved efficiency. They’ll ensure that users are comfortable or happy with the new QuickBooks setup and they don’t have to encounter any problem meanwhile or after the migration process. We give our best to complete the entire migration process within the estimated turnaround time-frame.

AccountEdge to QuickBooks Conversion:Work Around

Migrate from AccountEdge to QuickBooks with evaluating, implementing and optimizing the right QuickBooks solution for your business.

Icon Sub Accounts in AccountEdge will be converted to Independent Accounts in QuickBooks Desktop (QBD).

Icon Inactive Accounts in AccountEdge become Active in QBD during conversion.

Icon Open Receivable/Payable Invoices in QuickBooks show only unpaid balances.

Icon Custom Sales Tax Rates transform into standard rates with a separate “Tax Adjustment” entry in QuickBooks Desktop

Icon Inter Bank Transfers convert via Clearing Account in QuickBooks Desktop

Icon System Accounts like Retained Earnings, VAT Control Account used in QuickBooks Desktop

Icon Inventory Details import as “non-inventory” types in QuickBooks Desktop ; manually change to “Inventory” type post-migration.

Icon In multi-currency files, QuickBooks Desktop applies the same exchange rate for all accounts, potentially affecting trial balance.

Icon Rounding may differ between QuickBooks Desktop and Sage due to precision techniques.

Icon Dummy numbers (e.g., Bill1, Inv1) used for Blank Bill and Invoice reference numbers.

Icon In case of duplicate reference numbers, transaction numbers or unique characters are added.

Icon QuickBooks Desktop limits Reference numbers to 20 characters; longer numbers are trimmed.

Minimum System Requirements For AccountEdge to QuickBooks Conversion

Ensure your system meets minimum requirements for better compatibility and seamless transition from AccountEdge to QuickBooks

Operating System Compatibility

You are recommended to run your system on Windows 8, Windows 10, or Windows 11 to support the conversion process.

Processor Requirement

Your system should have a minimum of 500 MHz Intel Pentium II processor to handle the conversion tasks efficiently.

Memory (RAM) Requirement

Maintain at least 512 MB of RAM to support the conversion process and prevent system slowdowns.

Microsoft .NET Framework

Check your system has Microsoft .NET Framework Version 2.0 installed, as it is a minimum requirement for compatibility.

AccountEdge Version

Make sure you are using AccountEdge version 2010 or above to facilitate the conversion process without any compatibility issues.

Hard Drive Space

Allocate a minimum 2.5 GB of free up space on your hard drive to accommodate the conversion files and ensure smooth transition.

FAQs

AccountEdge data can be seamlessly converted to all the QuickBooks versions including Enterprise, Pro, Premier, Mac, or Quickbooks Online.

eBetterBooks promises its clients to move your AccountEdge data to QuickBooks within around 2 to 3 business days, depending on the size of your data and the complexity of the conversion. If you’ve any query related to the conversion process, you can easily connect with our dedicated experts via mail or directly call them.

Before submitting your request, there are a few steps you need to follow in your old file to prepare it for the migration and ensure no transactions are lost, missing or misplaced when converting from AccountEdge to QuickBooks: Make sure no data is entered to your old file before exporting to avoid additional costs. Reconcile all your bank and credit card accounts. Address unreconciled transactions and identify issues such as duplicate entries, disruptions and inconsistencies in your data. Resolve all outstanding bills or invoices that are not going to be paid. Check your contact list and employee leave records are accurate. Review your inventory and adjust any negative stock. Always create a backup file to prevent accidental data loss. Carefully fill out your credentials and log into your QB account in the same system where AccountEdge has been installed.

No, once you’ve transferred your data to QuickBooks, reverting older AccountEdge data is not as convenient as you think. Thus, you are always recommended to create a backup of your data before starting the migration process.

At eBetterBooks, we ensure the safety and security of your converted data which contains the information related to bills, purchases, client payments, sales etc. For this, we use secure servers with SSL encryption to transmit all data files and hire full-time programmers who help you to connect with other users in a multiuser environment. Once the conversion is over, we provide post-conversion support and keep your sensitive information confidential for 14 days stored on our servers. After this specific time-period, all client data has been deleted. Well, you can contact us anytime if you want to access the deleted data immediately.