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Switching from Epicor to QuickBooks simplifies financial management and streamlines business operations. QuickBooks offers a user-friendly interface, advanced reporting, and extensive third-party integrations, making it ideal for small to large-sized businesses. Epicor users often migrate due to limited integration options, complex interfaces, and costly maintenance. QuickBooks’ data conversion ensures seamless transfer of crucial financial data, enabling businesses to optimize accounting processes, improve reporting accuracy, and adapt to evolving needs efficiently and securely.
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Migrate from Epicor to QuickBooks for better financial management, enhanced reporting capabilities, high security measures, advanced integration add-ons and more.
Epicor is a modular, project management and industry-specific ERP software used to manage accounting and finance, human resources, customers, the supply chain, inventory, distribution, and manufacturing production management. The software is available on-premises and as SaaS cloud ERP (enterprise resource planning) with advanced omni channel like e-Commerce, software for retailers.
QuickBooks is a top-notch accounting software best for small to large-sized businesses which comes up with a user-friendly interface, better financial management, full data control access, advanced reporting features, highly customizable forms and invoices, multiple third-party integration add-ons and much more.
When transferring from Epicor to QuickBooks, the QB desktop enterprise is the first choice of many users as it offers advanced user permissions, enhanced reporting capabilities, bank reconciliation, job costing centers, and robust inventory management features, allowing you to track serial numbers, barcodes, multiple locations, etc., all in one place.
Due to lack of basic reports, complex user interface, time-consuming implementation and customization, limited third-party integration add-ons as compared to other ERP systems, many users transfer from Epicor to QuickBooks for more comprehensive features and capabilities.
QuickBooks is a full-featured accounting software popular for streamlining various business tasks such as invoicing, expense tracking, payroll processing, reporting and inventory management. The software provides automatic synchronization features, highly customizable invoices, forms and reports, various industry-specific versions including retail, contractor or nonprofit organizations and 200+ third-party integrations with Salesforce, Webgility, CRM etc.
In spite of having worldwide acceptance, QuickBooks has its own limitations including limited customization options, basic reporting features, compatibility issues, lack of mobility, not suitable for large-sized businesses with complex accounting needs, etc.
Epicor and QuickBooks both have some pros and cons based on their own accounting terms and conditions, which are as follows:
QuickBooks data conversion is a process in which you can seamlessly move your data from one accounting software to QuickBooks or between the different versions within QuickBooks.
QuickBooks is typically used for different accounting operations such as bookkeeping, multi-currency support, invoicing, financial reporting, expense tracking, payroll and inventory management etc. It has multiple versions like Pro, Premier, Enterprise, Mac or Online and can be easily installed on both Windows and iOS with different system requirements.
Below we’ve discussed all three QuickBooks versions including Pro, Premier, and Enterprise from which you can choose any one as per your specific business requirements.
QuickBooks Desktop allows you to work without network dependency as it is installed locally on your computer with one-time purchases. It is best for small to large-sized businesses, allowing you to access highly customizable features and industry-specific versions with limited collaboration and integration add-ons.
QuickBooks Online is a cloud-based accounting software with monthly-based subscriptions. It is suitable only for small-sized businesses, offering advanced features such as multi-user access, automatic updates, mobility with internet dependence, ongoing subscription costs, and limited customization & integration options as compared to QuickBooks desktop application.
Here we’re presenting a detailed checklist for the users who don’t know how to proceed, what to check or ensure before transferring from Epicor to QuickBooks.
If you’re currently using Epicor for your day-to-day business operations, you may have come across some challenges or limitations that may hinder your growth. This is where moving to QuickBooks can be a game-changer. Below are some major reasons why several business owners want to switch from Epicor to QuickBooks.
Before start the transition from Epicor to QuickBooks, it is important to be considered the below-listed pointers for a hassle-free conversion:
To ensure seamless functionality during and after migration, verify the following:
Switching from Epicor to QuickBooks is quite easy if you hire experts and take help from them to migrate between the different versions of QuickBooks Pro, Premier or Enterprise. This process is consistently designed to ensure a seamless and accurate conversion.
Dedicated conversion experts will help you through the entire migration, determine the required QuickBooks products and work with you to create a step-by-step conversion plan. They will manage the export, cleanup and import your historical financial data.
When the migration is over successfully, you will receive comprehensive training sessions to establish effective procedures and maximize the potential of your new system. The switch from Epicor to QuickBooks involves five main phases that must be followed for a seamless data migration.
Below is a list of the data file located in your new QuickBooks file, which may include:
Epicor keeps your data and information in the form of Lists. The List provides a lot of information about the customers, items, products and even the employees. After migrating from Epicor to QuickBooks, you will receive all of the complete data for your business in the new file from QuickBooks.
The Transaction information usually includes all the data related to the company’s financials. You will receive constant information about your business needs. The new QuickBooks file will contain all the information about sales, purchase, income, salary and all the other financial information.
All the information will be converted into a new file. However, if you want to move your recent Epicor file to a QB file, you can look for the online services available. This will make importing all your data into the new QuickBooks file easier for you. With QuickBooks, transferring the files and their backup would be an easy way to ensure a smooth transition.
Below is a comprehensive list of some Epicor records that can or cannot be converted to QuickBooks:
When trying to move from Epicor to QuickBooks, you may notice the error prompt stating, “It looks like something went wrong.”
Which could be due to the following data migration errors which include:
Epicor to QuickBooks data conversion includes backing up your data, determining the version of your choice, exporting your reports and item lists to an IIF, Excel or CSV file, importing a copy into the latest QB version after removing discrepancies, double-entries and inconsistencies in your accounting data. To make your conversion smoother and hassle-free, connect with experts to transfer all your crucial business data securely as well as historical transactions if needed.
The best QuickBooks version depends heavily on the complexity of the features you rely on in Epicor, especially concerning Inventory, Job Costing, and Multi-location management.
➜QuickBooks Desktop Enterprise: This version is often recommended for businesses migrating from an ERP like Epicor because it offers the most robust features, including Advanced Inventory (multiple warehouse locations, FIFO/LIFO/Average costing options, bin location tracking) and Advanced Pricing tools, which provide more operational depth compared to other QuickBooks versions.
➜QuickBooks Online Advanced: This option is suitable if your primary motivation for switching is lower cost and cloud access/mobility, and your operational needs can be met by its extensive third-party app ecosystem. It supports more users and offers better reporting than standard QBO.
Epicor, as an ERP, typically uses a sophisticated perpetual inventory system that automatically links inventory sub-ledgers to the General Ledger (GL) in real-time. QuickBooks handles this differently:
➜QuickBooks Desktop Enterprise offers an Advanced Inventory module that provides perpetual tracking, including specific costing methods (like FIFO or Average Costing) and multi-location management, which is the closest match to Epicor’s functionality.
➜QuickBooks Online uses FIFO (First-In, First-Out) costing by default. For complex manufacturing or detailed tracking (e.g., serialized/lot tracking, specific labor/overhead costing within an item), you will almost certainly need to integrate a specialized third-party inventory app that links to QuickBooks.
Yes, but you will need an integrated third-party solution to restore the full EDI capabilities that Epicor provided natively.
➜QuickBooks does not have native EDI support, but its strength lies in its API and third-party app ecosystem.
➜A certified third-party EDI provider will integrate directly with your QuickBooks file (usually the Enterprise or Online Advanced version) to automatically process incoming Purchase Orders (POs) and outgoing Invoices with your trading partners.
The recommended best practice is to migrate only the ending balances and open transactions rather than every transaction for the past several years.
➜Minimum Requirement: Migrate only the Chart of Accounts ending balances and all open A/R (Accounts Receivable) and open A/P (Accounts Payable) balances as of your cut-over date. This allows you to start running reports immediately in QuickBooks.
➜Historical Data: It is generally better to keep a read-only archive of your old Epicor system (or a converted static file) for audit and historical comparison purposes, as migrating years of fully detailed transaction history can be time-consuming, costly, and significantly inflate and potentially corrupt your new QuickBooks data file.
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