QuickBooks® Conversion

Great News for QuickBooks® Users!

Are you a QuickBooks® user? We're the only company in the market with the technology and experience necessary to seamlessly convert all of your QuickBooks® data seamlessly. This includes all sales, expenses, history, and even payroll data.

The reason? When planning and designing Total Office Manager®, we knew many of our future customers would be using QuickBooks®. So we designed and built Total Office Manager with QuickBooks® conversions in mind. And because Total Office Manager is structured very similarly to QuickBooks®, if you know how to use QuickBooks®, you will automatically know 75% of Total Office Manager. That means a shorter learning curve and less disruption to your business.

We believe nobody on earth can convert as much of your important QuickBooks® data and as accurately as the technicians with Total Office Manager can.

Want More Information?
Call us at 1-866-267-4822

Here is Our Unbelievable Claim

We absolutely guarantee that your income statement and balance sheet will match 100% for EVERY year!

Before you let some sales person tell you they can convert your data, print this out and send it to them. Have them initial each one as their promise to you. If they don't, come back and see us!

Converted with High Degree of Accuracy

Adjusting Journal Entries
Bills
Chart of Accounts
Checks
Classes
Company Information
Customer Credits
Customer Types
Customers
Employees
Estimates
General Payroll Information
Inventory Adjustments
Inventory Items
Invoices
Items Received

Payment Methods
Payments
Payments and Deposits
Payroll Checks
Payroll Items
Payroll Liability Adjustments
Sales
Sales Tax Adjustments
Sales Tax Groups
Sales Tax Items
Shipping Methods
Terms
Vendor Credits
Vendor Types
Vendors

Converted But Likely Needs Fixing

Checks Written to Credit Memos
Condensed Transaction†
Employee (payroll setting)
Fixed Assets
Item Assemblies

Payroll Tax Liabilities***
Sales Tax Liabilities***
Sales Tax Liability Adjustments*
Sales Tax Liability Payments*

Not Converted

Account Reconciliation
Budgets
Custom Fields on any Template
History of Qty On-hand*****
Memorized Reports
Memorized Transactions
Price Levels

Templates
Time Sheets
To Do Notes
Transfer Funds From Accounts****
Undeposited Funds
User Defined Fields
Users (security settings)

*	Some records will need to be fixed. An example may be opening a payroll item, selecting the correct vendor, changing the account, and clicking the save button.
**	It may be necessary to do a series of adjusting journal entries to get certain accounts to match those in your old program.
***	When it comes to paying payroll or sales tax liabilities, please do not trust your converted Total Office Manager database to be fully complete. Verify important liabilities to be sure that you get them paid on time.
****	We will perform these manually.
*****	We use Adjusting Journal Entries and these work just fine.
******	The quantity on hand for a particular item will be accurate at the time the conversion was made (the last day you used QB) but the history may not necessarily be accurate. Your balances will be OK; you just might not be able to know for sure how many you had on hand on a particular date in history.
†	Condensed Transactions will come over. You will likely have to make adjustments to your Sales Tax Liability and Payroll Liability.

If you don't see something listed here, please call us. We may have just forgotten to expressly name the item.

Conditions and specifications are subject to change at any time. Please call us at 866-267-4822 for all of the details. We will put it all into writing for you.

QuickBooks® is a registered trademark of Intuit. All other marks are the property of their respective owners.

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