Epicor to QuickBooks Data Conversion
Migrate from Epicor to QuickBooks Desktop Pro, Premier, Enterprise, or Online version and get better inventory management, scalability, automated payment reminders, industry-specific versions, customized invoices, forms or reports and 200+ third-party integration add-ons with eBetterBooks fast, secure and reliable data conversion services.
Switch from Epicor to QuickBooks for
Better Business Optimization
QuickBooks, introduced by Intuit, is ideally designed for small to large-sized businesses, offering a variety of features such as bookkeeping, invoicing, financial reporting, inventory management, expense tracking, multi-currency support, advanced bank feeds, automated payment reminders, enhanced security measures, user-friendly interface and much more. 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.
QuickBooks is a widely-used accounting software due to having seamless third-party integration add-ons including Salesforce, Webgility, Shopify etc. It includes comprehensive reporting and analytics tools which makes it more popular among business owners, stakeholders and entrepreneurs. On the other hand, Epicor has complex user-interface, lack of basic reports, costly maintenance, unresponsive customer support and limited third-party integrations as compared to other ERP systems.
When you transfer from Epicor to QuickBooks, you’ll get more customized & personalized options 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, batch invoicing, invoice tracking, cash flow management, fixed asset tracking, sales tracking, and payment processing, making it more sophisticated accounting software for the users who are new to QuickBooks.
Contents
- 1 Convert from Epicor to QuickBooks
- 2 Get the Most Exclusive Features & Functionalities Know why to move from Epicor to QuickBooks?
- 3 Enhanced Reporting & Analytics Tools QuickBooks includes most comprehensive reporting tools that help businesses to get better insights into their financial management, sales processes, and inventory status. You can apply filters, customize fields or reports, create dashboards and integrate third-party apps to streamline decision-making and analysis. User-friendly interface With QuickBooks, you can enjoy the most intuitive user-friendly interface designed to tailor specific business needs and streamline your workflows more efficiently with its straightforward navigations and features including accounting, bookkeeping, time tracking, payroll, receipt management, and inventory tracking. 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. Various Industry-Specific Solutions QB desktop equips businesses with industry-specific editions such as QuickBooks Contractor Edition, QuickBooks Retail Edition, QuickBooks Manufacturing, Wholesale, Nonprofit Edition and QuickBooks Professional Services Edition, tailored to your specific industry-related needs. 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 Converted from Epicor To QuickBooks
- 4 Which Data Cannot be Converted from Epicor To QuickBooks
- 5 Epicor to QuickBooks - High Security Measures, Better Inventory Management & Reporting Capabilities
- 6 Make Informed-Decision: Migrate From Epicor to QuickBooks
- 7 Don’t know Which QuickBooks Version is More Compatible? Ask our Experts for Better Understanding!
- 8 Epicor to QuickBooks: Streamlined your Workflow with our Post-Conversion Support
- 8.0.1 We conduct comprehensive training sessions to empower your team with all the capabilities required for the new software.
- 8.0.2 Get 24*7 assistance from our support channels for any conversion related queries or concerns.
- 8.0.3 Our dedicated experts promise you to provide speedy transition without any disruptions or accidental data loss.
- 8.0.4 We offer comprehensive documentations and resources to help users in navigating the new software more effectively.
- 8.0.5 Our service providers prompt you to share post-conversion feedback and reviews to identify areas for better enhancement or frequent improvements.
- 9 Make your Move Easy with eBetterBooks QuickBooks Data Conversion Services
- 10 What you can Expect After Epicor to QuickBooks Conversion
- 11 Epicor to QuickBooks Data Conversion Process
- 12 Epicor to QuickBooks Conversion: Work Around
- 13 Minimum System Requirements For Epicor to QuickBooks Conversion
- 14 What is the new name for Epicor?
- 15 What type of software Epicor is?
- 16 Which QuickBooks Version is more compatible for Epicor data conversion?
- 17 Is Epicor a CRM?
- 18 Does Epicor integrate with QuickBooks?
- 19 How many different sectors in which QuickBooks and Epicor compete against each other?
- 20 Why do I need to move from Epicor to QuickBooks?
Convert from Epicor to QuickBooks
Get the Most Exclusive Features & Functionalities Know why to move from Epicor to QuickBooks?
Which Data Can be Converted from Epicor 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:
Customers, Jobs, Lists and balances
Employees List
Vendors List and balances
Other Names
Inventory Items
Service Items
Non-Inventory Items
Salespersons
Sales Taxes
Items and Inventory
Summary Trial Balance
Balance (no detail)
Open invoices
Unapplied Credit Memos
Unpaid Bills
Unapplied Bill Credits
Charts of Accounts
Summary Trial Balance
Inventory Quantities and Values
Accounts Receivable and Accounts Payable
Profit & Loss
Monthly Balance Sheets
Which Data Cannot be Converted from Epicor To QuickBooks
At eBetterBooks, we ensure to migrate all your data smoothly without any accidental data loss. But there is some info that can not be transferred directly to QuickBooks due to some compatibility differences. Let’s have a look:
Bank Reconciliation
Sales Estimates and Purchase Orders
Budgets
Track Inventory
Invoice Templates
Time sheets
Fixed Asset
Deleted/Void Transactions
Journal Entries
Expense Claims
Memorized Transactions
Custom VAT Rates
Transaction lines with Nil Values
Sales Rep
Customer Jobs
Attachments
Unreconciled Bank Transactions
Closed Invoices or Bills
Epicor to QuickBooks - High Security Measures, Better Inventory Management & Reporting Capabilities
Sign up and move from Epicor 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 and hassle-free QuickBooks data conversion for Epicor:
Assessing your needs
Preparing your data
Mapping old Epicor data to new QuickBooks fields
QuickBooks configuration, verification, and testing
Make Informed-Decision: Migrate From Epicor to QuickBooks
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Epicor Pros:
QuickBooks Pros:
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Epicor Cons:
QuickBooks cons:
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Don’t know Which QuickBooks Version is More Compatible? Ask our Experts for Better Understanding!
Select 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 Epicor to QuickBooks and work round the clock to perform the most accurate, precise or smooth transition.
Call for a free QuoteEpicor to QuickBooks: Streamlined your Workflow with our Post-Conversion Support
We conduct comprehensive training sessions to empower your team with all the capabilities required for the new software.
Our dedicated experts promise you to provide speedy transition without any disruptions or accidental data loss.
Make your Move Easy with eBetterBooks QuickBooks
Data Conversion Services
Sit back and relax, our dedicated experts will transfer your crucial data to another software and let you access the most comprehensive accounting features & functionalities
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Expertise in Epicor 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.
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Accurate Epicor to QuickBooks data conversion is our speciality. We apply a thorough evaluation process to ensure every transaction is accurately mapped and transferred.
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Seamless Epicor 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.
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Year-round Epicor 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: Epicor to QuickBooks Data Conversion
Things you do for your business!
Check QuickBooks Desktop Variant or Version You Want to Convert to.
Identify the number of users and stakeholders
Any specific features/ requirements you are looking for?
Make a note of the accounting system (accrual or cash-based) in use.
Using multi-currency invoices.
Linking bank accounts, credit cards, and payment gateways.
Need to control authorizations for accessing accounting data.
Switch to Single-user or Multi-user environments.
Go for any QuickBooks integrations.
PayrollTime tracking
Is there any need for inventory management?
Make a note of minimum system requirements (in case of QuickBooks Desktop)
Mark any historical data you want to move to QuickBooks desktop.
Check your data file/ Company file.
Extract tax information and any previously generated audit reports.
Expected timeframe for the conversion process.
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 event if your data has been lost or misplaced during conversion, we ensure fast data recovery within 14 days and provide all your sensitive information for better business enhancements.
What you can Expect After Epicor to QuickBooks Conversion
Once the conversion is completed successfully, you will receive an email with the subject header “Your Conversion is Ready to Review.”
You have only 72 hours to review and approve your conversion.
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.
Epicor to QuickBooks Data Conversion Process
Let our experts assist you with simplifying your conversion from one software to another.
Know your Business needs
Our QuickBooks data conversion specialists evaluate your Epicor 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.
Prepare data for Migration
According to your business needs you can convert from Epicor 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.
Informed Decision-Making
During Epicor 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.
Mapping data to QuickBooks Fields
Mapping the data from Epicor 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.
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.
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.
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-period.
Epicor to QuickBooks Conversion: Work Around
Switch from Epicor to QuickBooks with evaluating, implementing and optimizing the right QuickBooks solution for your business.
Sub Accounts in Epicor will be converted to Independent Accounts in QuickBooks Desktop (QBD).
Inactive Accounts in Epicor become Active in QBD during conversion.
Open Receivable/Payable Invoices in QuickBooks show only unpaid balances.
Custom Sales Tax Rates transform into standard rates with a separate “Tax Adjustment” entry in QuickBooks Desktop
Inter Bank Transfers convert via Clearing Account in QuickBooks Desktop
System Accounts like Retained Earnings, VAT Control Account used in QuickBooks Desktop
Inventory Details import as “non-inventory” types in QuickBooks Desktop ; manually change to “Inventory” type post-migration.
In multi-currency files, QuickBooks Desktop applies the same exchange rate for all accounts, potentially affecting trial balance.
Rounding may differ between QuickBooks Desktop and Sage due to precision techniques.
Dummy numbers (e.g., Bill1, Inv1) used for Blank Bill and Invoice reference numbers.
In case of duplicate reference numbers, transaction numbers or unique characters are added.
QuickBooks Desktop limits Reference numbers to 20 characters; longer numbers are trimmed.
Minimum System Requirements For Epicor to QuickBooks Conversion
Make sure your system meets minimum requirements for better compatibility and seamless transition from Epicor to QuickBooks
FAQs
Kinetic, the new name for Epicor ERP, is the ERP solution built with manufacturers, for manufacturers.
Epicor ERP system is modular, industry-specific software used to manage business processes company-wide. Epicor software works well for managing accounting and finance, human resources, customers, the supply chain, inventory, distribution, and manufacturing production management.
QuickBooks Enterprise is typically the version recommended for Epicor data conversion due to its advanced features and scalability options. It also allows businesses to control, customize, and automate financial transactions with job costing tools, batch invoicing, invoice tracking, cash flow management, fixed asset tracking, sales tracking, payment processing, and much more.
The Epicor Customer Relationship Management (CRM) solution helps you to grow your business by providing a 360 degree view of the entire customer, supplier or partner relationship and controls every aspect of the company's interactions with their customers and potential customers.
Yes, you can seamlessly integrate Epicor Propello to QuickBooks and synchronize Customers, General Ledger, Suppliers, Terms, and Stores, eliminating duplicate data entry, discrepancies and inconsistencies.
QuickBooks and Epicor both have been compared due to having some similar features such as Accounting, Accounts Payable, Billing And Invoicing, Bookkeeping and Accounting, Enterprise Resource Planning (ERP) systems etc.
The user interface of Epicor is considered less intuitive as compared to modern accounting solutions, which impacts the overall user experience. The functions within Epicor are primarily designed for manufacturing and distribution, limiting their applicability in other domains and finding it bit challenging to integrate with third-party apps.