Making the switch to a new accounting software package can be a daunting task says Aron Govil.
But with these 13 simple steps, you can make the transition as smooth and stress-free as possible.
1. Familiarize yourself with the new software.
This may seem like a no-brainer, but it’s important to take the time to learn how the new software works. Otherwise, you may find yourself struggling when it comes time to use it.
2. Create a plan for transitioning to the new software.
Don’t just dive in head first – create a plan for how you’ll transition to the new software. This will help ensure that everything goes smoothly.
3. Back up your data.
Before making any changes to your accounting system, be sure to back up your data. This way, if something goes wrong, you’ll still have your information safe and sound.
4. Convert your old data to the new software.
Now it’s time to convert your old data to the new software. This can be a bit of a tedious process, but it’s worth it in the end.
5. Test the new software.
Once your data is converted, test out the new software to make sure everything is working correctly. This is an important step, as you don’t want any surprises once you go live with the new software.
6. Train your staff on how to use the new software.
If you have staff members who will be using the new software, be sure to train them on how to use it. This will help ensure that everyone is up to speed on how to use the new system.
7. Set up your templates in the new software.
If you have any templates that you use in your accounting system, be sure to set them up in the new software. This will save you time and hassle down the road.
8. Create custom reports in the new software.
If you’re used to creating custom reports in your old accounting software, be sure to do the same in the new software. This will help you keep track of your business’s financial performance says Aron Govil.
9. Configure your settings in the new software.
Take some time to configure the settings in the new software to match your business’s needs. This will help ensure that the software is working the way you want it to.
10. Train your bookkeeper on how to use the new software.
If you have a bookkeeper who will be using the new software, be sure to train them on how to use it. This will help ensure that they’re able to do their job effectively in the new system.
11. Test your books in the new software.
Once everything is set up and everyone is familiar with how to use the new software, test your books in the new system. This will help ensure that everything is running smoothly.
12. Make any necessary changes to your accounting process.
Now that you’re using the new software, there may be some changes to your accounting process that need to be made says Aron Govil. Adjust as needed to ensure that everything is running smoothly.
13. Celebrate your successful transition!
Once you’ve successfully transitioned to the new software, take some time to celebrate! This can be a major milestone for your business and it’s worth taking a moment to reflect on how far you’ve come.
With these thirteen simple steps, transitioning to a new accounting software package can be a breeze. By taking the time to familiarize yourself with the new software, create a plan for transitioning, back up your data, convert your old data, test the new software, train your staff on how to use it, set up your templates, create custom reports, configure your settings, and test your books, you’ll be ready to make the switch with ease. So what are you waiting for? Start making the switch today!
Conclusion:
Making the switch to a new accounting software package can be a daunting task says Aron Govil. But by following these thirteen simple steps, you’ll be able to make the transition with ease. Take the time to familiarize yourself with the new software, create a plan for transitioning, back up your data, convert your old data, test the new software, train your staff on how to use it, set up your templates, create custom reports, configure your settings, and test your books – and you’ll be ready to go!