Discussion:Accounting System Conversion
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Discussion Forum Index --> Accounting Questions --> Accounting System Conversion
| 25 June 2009 | |
| Argghh! One of my large clients with a 6/30 year end called me today (6/25) and said they are changing accounting systems. They said they are going to send their data to a representative who will get their new system up and running. They have to send it tomorrow (6/26) and the rep says that they shouldn't process any transactions in their old system after tomorrow but use the new system.
WHY CAN'T THEY WAIT until 6/30? Because the rep is going on vacation! Just wanted to vent. | |
| 25 June 2009 | |
| Here is Washington State (King County) we have a thing called the personal property tax. I refer to this as the Stripper tax because the less crap you have (or wear) the more money you can keep. This property tax is paid quarterly. The thoughts of this could make any sales rep go on vacation especially since thise SALT in this muncipality is so difficult to process.
Is their new accounting system designed by a software company in redmond washington (i.e. microsoft)? | |
| June 25, 2009 | |
| Is this rep extra good or is there something extra special about him/her? Any time I've worked on a conversion, I've recommended it be done after the year is closed. (Actually, the way it works is they start the new year off in the new system, and beginning balances are entered after the year is closed.) If the end of the year is not possible, it's done at a month end after reconciliations of the bank and other accounts are done. Does your client know the headaches this kind of timing can produce (and not just yours)? | |
| 25 June 2009 | |
| I've sent an email to the owner recommending they wait until 6/30. I'm not looking forward to the potential headaches (although an increased tax return billing would help with them). | |
| 25 June 2009 | |
| If the rep is the same one who helped convert another one of our clients, I am concerned. She told my other client that had issues that "We don't offer accounting help so there isn't anyone else in our
company to work with you." Seems to me that she is concerned with her schedule and the sale rather than making sure it works for everyone. Isn't it a "best practice" to operate systems side-by-side to make sure all the kinks are worked out? | |
| June 25, 2009 | |
| Yes, I would agree it would be best to do both systems side by side. Sometimes it's difficult for clients to do that because of limited resources. What type of change is being made here -- one accounting package to another? Changes in the operating system? Are they perhaps going to an online service? | |
| 25 June 2009 | |
| Quickbooks to MasterBuilder.
This makes three clients on MasterBuilder - time for me to get the package, but I can't figure out whether they offer a deal. I have some experience with ComputerEase and they offer a version to accountants for $25! | |
| June 25, 2009 | |
| Well, at least MasterBuilder is a well-known package. Why is the client having a special rep who does not handle accounting do the conversion? And how are they doing it? Are they going to export data from QBs and import into MB? | |
Bikertaxman (talk|edits) said: | 21 July 2009 |
| Actually, it is often difficult to operate Accounting systems side by side. The AP and AR reconciliation between the systems alone is a nightmare. When I do conversions, I set up the ifrastructure, train the staff, and cut over when I have at least two weeks to monitor the situation. I must agree, cutting over 4 days prior to year end would spell disaster to me. There is not enough room for issues that will pop up. | |
RoyDaleOne (talk|edits) said: | 21 July 2009 |
| Intuit sold Master Builder to Sage in 2006. | |
RoyDaleOne (talk|edits) said: | 21 July 2009 |
| http://www.sageaccountantsnetwork.com/support/masterbuilder | |
