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QuickBooks® Data Migration

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 migrate all of your important QuickBooks® data seamlessly. This includes most 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® data migration 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 migrate as much of your important QuickBooks® data and as accurately as the technicians with Total Office Manager can.

Details and specifications can change at any time without notice. This service applies to current versions of QuickBooks® with a current payroll subscription. A complete migration is not available for and QuickBooks® Online product. Please call for options.

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 migrate 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!

Migrated with High Degree of Accuracy
Company Information
Chart of Accounts
Customers
Customer Types
Inventory Items
Invoices
Sales
Customer Credits
Payments and Deposits
Sales Tax Groups
Sales Tax Items
Sales Tax Adjustments***
Vendors
Vendor Types
Vendor Credits
Purchase Orders
Bills 		Payments
Checks
Terms
Shipping Methods
Payment Methods
Employees
Payroll Liability Adjustments***
General Payroll Information
Adjusting Journal Entries
Inventory Adjustments
Items Received
Estimates
Classes (Migrated as Departments)
Payroll Items*
Payroll Checks
User Defined Fields
Migrated But Likely Needs Fixing
Payroll Tax Liabilities***
Sales Tax Liabilities***
Fixed Assets
Checks Written to Credit Memos
Item Assemblies
Employee (payroll setting)*******
Sales Tax Liability Payments*
Sales Tax Liability Adjustments*
Condensed Transaction† 		Journal Entries Applied to Bills
Credits Applied to Invoices
Sales Tax Entered on Invoices as a fixed amount vs. a percentage calculation****
Customer Credit Card Refunds****
History of Qty On-hand*****
Customer Reimbursables********
Transfer Funds From Accounts****
Undeposited Funds
Not Migrated
Memorized Transactions
Memorized Reports
Templates
Time Sheets
To Do Notes 		Budgets
Users (security settings)
Price Levels
Custom Fields on any Template
Account Reconciliation‡
* 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. Many of the adjusting entries will be done in-house by the data migration department in order to correct any data migration discrepancies.
** It may be necessary to do a series of adjusting journal entries to get certain accounts to mach those in your old program. These journal entries will be done on a year end basis. Many of the adjusting entries will be done in-house by the data migration department in order to correct any data migration discrepancies.
*** When it comes to paying payroll or sales tax liabilities, please do not trust your migrated Total Office Manager database to be fully complete. Verify important liabilities to be sure that you get them paid on time. During the Data Migration process, your Sales Tax and Payroll Liabilities will be adjusted as of the date of your Data Migration and the last day of the month prior to your Data Migration. Please do not rely on prior reports generated for dates prior to this when dealing with Sales Tax and Payroll Liabilities. These reports will be accurate from the date that you begin entering transactions into Total Office Manager.
**** We will fix these entries 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 data migration 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.
****** Total Office Manager allows for a 10 character invoice\sale\estimate number. QB allows more characters. If the length in QB is longer than 10 characters, we cut off the number at nine (9) and add a Tilden (~). For example, 100009299876 becomes 100009299~.
******* THESE RECORDS WILL NEED TO BE EDITED AND FIXED. YOU WILL NEED TO VERIFY, ADJUST, AND EDIT THE INFORMATION LOCATED WITHIN EACH OF YOUR EMPLOYEES PAYROLL SETTINGS. THIS WILL NEED TO BE DONE PRIOR TO RUNNING ANY PAYROLL OUT OF TOTAL OFFICE MANAGER.
******** If you have used Reimbursables for Job Costing purposes in QuickBooks, ALL Customer Reimbursable items will be marked and appear in the Reimbursables Menu for the Customer when processing Sales and Invoices.
† Condensed Transaction will come over. You will likely have to make adjustments to your Sales Tax Liability and Payroll Liability.
‡ Your Bank and Credit Card accounts will be reconciled up to the last reconciliation completed in QuickBooks®.

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 and a current updated migration sheet. 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. Aptora is not affiliated with Intuit or QuickBooks®.