Migrate effortlessly from
Excel to QuickBooks
Experience Effortless Transition
Precision in Migration: Your Data's Accuracy, Our Commitment
Elevate Your Accounting Game: Seamless QuickBooks Migration Journey!
Migrate effortlessly from
Our QuickBooks Clients
Since integrating SaasAnt into our workflow in 2017, the impact on our accounting processes has been transformative. As CEO, managing hundreds of daily transactions in QuickBooks Online was a major challenge. SaasAnt streamlined this, allowing us to import transaction data efficiently and significantly reduce the time spent on entries. The result? Hours saved daily, reduced costs, and impeccably detailed financial records. SaasAnt hasn't just been a tool and a pivotal part of our financial management success.
Dustan Dennington
CEO
Unlock the benefits of QuickBooks & Escape Excel’s gridlock
Effortlessly Transition. We manage complexities, ensuring precise migration to QuickBooks. Let us pave your path to streamlined accounting!.
Step 1
Personalized On boarding
& Data Preparation
Begin with a personalized migration blueprint consultation
Engage in a collaborative process to comprehend your specific requirements and expectations
Get help organizing and preparing your data for a smooth migration
Step 2
Data Submission & Validation
Harness effortless submission of financial data with our tailored forms & templates
Get expert help to check and refine your data for accuracy
This crucial phase ensures your data aligns perfectly with migration criteria
Step 3
Migration Execution
Precisely migrate crucial data: master data, transactions, and balances, with care
Secure a thorough & comprehensive transfer of financial data to QuickBooks
Our expert team helps you to ensure your data is accurate throughout the migration
Step 4
Review & Sign-off
Wrap Up with a thorough review of migrated QuickBooks data
This final step involves your verification and approval of the migration
Sign off to confirm the migration's successful completion
Showcasing Our QuickBooks Migration
Prowess: Scalability, Tech Mastery,
and Reliable Support
Bespoke Solutions for Diverse Enterprises
We tailor our approach for startups and enterprises, facilitating smooth migrations for 1,000+ businesses.
Sustained Support, Paving QuickBooks' Smooth Transition
We pride ourselves on our extensive support system, which leads to a 98% customer satisfaction rate and guarantees operational continuity.
Expertise Aligned for Precision Migration
Our tech expertise handled 500,000+ entries, ensuring precise, future-ready QuickBooks setup with unwavering reliability.
Harness Our Migration
Mastery: Seamless migration from Excel to QuickBooks
Efficiency in scale
Adaptable solutions for businesses of all sizes, leading to reduced migration time and minimized operational disruption
Accuracy and compliance
More than five million accurately processed entries, significantly lowering the risk of errors and compliance issues
Seamless transition and adaptation
Extensive post-migration support led to a smooth transition and quick adaptation to the new system
Customer satisfaction
High customer satisfaction with a 98% rate, reflecting our commitment to your success and operational efficiency
Frequently asked questions
- Downloaded Bank Statement (PDF or Excel) covering all receipts and payments during the migration period, matching the closing balance.
- Downloaded Credit Card Statement (PDF or Excel) covering all amounts spent during the migration period, matching the closing balance.
- Details of receivables and payables as of the migration period.
- Bank Transactions (Payments, Deposits, Expenses)
- Credit Card Transactions (Card usage details)
- Outstanding Open Invoices (AR)
- Outstanding Open Bills (AP)
- Master Data Migration (Chart of Accounts, Customers, Vendors, Products & Services, etc.)
- Journal entries for balances & adjustments if needed.
- Only reconciled account periods (months) will be migrated.
- Multi-currency transactions will migrate with the exchange rate applied in the transaction from QuickBooks Desktop
- Inventory details/Adjustments are not part of this migration.
- Join the public demo about the migration.
- Receive an email invitation with a link to the migration portal.
- Click "View Form" in the email to access the sign-up page.
- Fill out Company Details, agree to terms, and complete registration.
- Download the migration template.
- Update your sales,expenses & deposits in the migration template & upload
Log in to the Migration portal and navigate to 'Assigned Forms' on your dashboard; the form will be available for future use.
Templates include Bank Register, Credit Card Register, Open Invoices, Open Bills and product master. Fill them accurately for efficient migration.
Negative numbers can be categorized under "Withdrawals/Debit" in the bank register template.
You can use the date format as MM/DD/YYYY in the bank register template.
Admin access in QuickBooks is crucial for our team to establish your company profile and upload financial data securely. This access allows us to set up the necessary configurations for a seamless migration.
You need to manually grant access to our designated email [email protected] within your QuickBooks admin settings.
After verification, the SaasAnt migration team will respond if any mandatory information is missing, and you'll be asked to provide it through email or resubmit in the Migration portal.
The Saasant Migration team validates the data provided by you, creates the Chart of Accounts, updates entries in QuickBooks, and reconciles accounts. Final statements, including the Trial Balance, Balance Sheet, and Profit & Loss Account, are generated and shared with you for verification before seeking your sign-off
You can reach out to us at [email protected] or fill out our Migration Support Request Form - https://www.saasant.com/request-migration/