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Richard
Richard, Financial Specialist
Category: Financial Software
Satisfied Customers: 16838
Experience:  IT professional, resolving issues with financial programs.
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We have been in business for 3 years but never used an "accountin

Customer Question

We have been in business for 3 years but never used an "accounting system" for knowing the financial health of the company. We provided our accountant with an excel spreadsheet of income and expenses by category so he could do our taxes.

My question, is how can we bring all of our data; customers, orders, payments, refunds, and bank statements into a "program" or "app" and get a usable picture of where we're at?

What's the fastest way to import all this data and doing only what's necessary manually.
Submitted: 1 year ago.
Category: Financial Software
Expert:  Richard replied 1 year ago.
Thanks for your Question. My name is XXXXX XXXXX I look forward to assisting you.

It will depend on the construction of the spreadshsheet, but really, the only applicable program would be to make a small database in Microsoft Access and import the data into it.

But if you just want to see where you are at, can you not do calculations within the Excel Sheet itself?

Customer: replied 1 year ago.
Relist: Inaccurate answer.
Expert:  Richard replied 1 year ago.
Hello,

Did you read my post at all?

Customer: replied 1 year ago.

Yes, I did. We're looking for an app that has the best import abilities and that we can use moving forward. A cloud accounting platform would be ideal. We're not looking to do calculations just once and be done with it, but import all old data, current bills, and enter future orders and expenses.

Expert:  Richard replied 1 year ago.
ok, just wondering why you did not respond to me then with that message as opposed to rating me bad...

Thanks for providing more detail. Again, depending on how you structured your spreadsheets, importing possibilities of past data may be limited, but if you are looking for an online account solution, you will want to use Quixckbooks Online.

It is design for small to medium businesses, and runs in the cloud, without the need of any servers at your location.

You can use a free trial here

Click Me

It is from Intuit, the leaders in Account Software, is very Stable and will meet your needs.

If you would like any additional information or assistance, please do not hesitate to let me know.

Thank you

Customer: replied 1 year ago.
Relist: Answer quality.
I need a detailed response as to what's the best way to get an existing company up and running in a new accounting system using old data. Does each invoice need to be re-entered, does each payment need to be re-entered? Does each bill need to be re-entered? Does each payment need to be re-entered? Does all payroll need to be re-entered? Etc. etc.?
Expert:  Richard replied 1 year ago.
It will depend on the way you are currently storing data.

You need to use the App they have which is Transaction Pro Importer, to import your transactions from your spreadhsheets.

If it can be imported, nothing will need to be entered, else you will need to re-enter any data by hand, you wish to have in the system

The import tool is found here

https://appcenter.intuit.com/transactionproimporter

Customer: replied 1 year ago.

I tried Transaction Pro Importer - even bought the monthly subscription.


That tool is VERY buggy - it hangs in every browser and operating system I tried.


 


Which software has the best import capabilities?


 

Expert:  Richard replied 1 year ago.
Ok, I have not come across those problems for myself or with my customers, and again, it may be how your data is constructed.

But you can look at Axis http://marketplace.intuit.com/AppID-3473-Overview.aspx or Qdata import http://marketplace.intuit.com/AppID-3180-Overview.aspx

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