When changing from one accounting platform to QuickBooks, it takes time and could be a herculean task. But that is when you hire a right QuickBooks data migration services company which would help you migrate your data without any issue and security would remain intact.
In this blog post, I will outline the key points that can help you determine which QuickBooks data migration services provider is right for you. So, continue reading before you look for migrate data from QuickBooks online to desktop.
Investigating And Assessing Service Providers
Hiring QuickBooks data migration services provider Before hiring QuickBooks data migration services provider, it is required to compare different providers.
Begin with creating a list of a number of providers and services they offer. Ensure that you are dealing with providers that already have experience in data migration so that you can hire them for the same.
Verify customers’ feedback and reviews, their testimonials and qualifications of the provider if any. Make sure the provider is conversant with QuickBooks the software since this will help to prevent hitches that may be expected during the transition period.
Considering The Security Of The Provider’s Data
However, one should remain very sensitive with the data because the transition in the migration process is involving financial data. You have to evaluate the strengths of the provider of the data protection policy so that your data is safe all the time.
The necessities for the security of the provider should include issues such as encryption, data backup and security, and audit. Also, it is wise to ask about their procedures for handling your data, especially in light of how your data will be transferred through the project.
Provider’s Data Migration Process
It is therefore of paramount importance that the process of migration of data is clearly understood by the provider. The provider should provide clear and comprehensive information about the migration process from the high-level analysis to the data transfer.
By doing this you will be thoroughly prepared for what to expect during the process and when that time comes you will be in the best position to deal with anything in the process.
It means, look for a provider that will give you definite stages of migration, frequent reporting, and definite timeframes. There is also an added benefit of having to confirm whether the provider will be around to help at any one point.
Assessing The Provider’s Post Migration Assistance
Post the completion of this process it becomes important to verify if the QuickBooks software is working fine and whether all the data has been migrated. QuickBooks online data migration should have the capacity to avail post-migration service.
Check out how they offer their support: Is it a live chat feature, is there telephone support, or email base support and compare their response and resolution times.
The most important factors that any provider that wants to ensure a smooth transition and adoption of QuickBooks should provide include extended support hours and dedicated support team.
Considering Of The Pricing And Customization Options
When choosing the QuickBooks data migration services provider to hire, check their pricing model and how they handle customization. You must be in a position to discover a provider who is cheap but not limited of quality work and services.
Determine if the pricing model is a fixed fee or fixed monthly charge and evaluate for any others fees which may be charged during the completion of the process.
Also, consider the flexibility of the provider to fulfil the needs of your business since they might want to offer catering services for a specific business.
Conclusion
It is thus quite crucial to understand how to vet and choose the right QuickBooks data migration services provider for your business. Provider’s experience, security measures, data transfer and conversion, support offered post- conversion, cost and options for customization will help achieve a successful migration to QuickBooks.
It also important to try and evaluate each provider carefully and if there is something which seems unclear or about which the client has doubts, it is advisable to talk to the provider about it.
Select an appropriate QuickBooks data migration solution expert and get to enjoy with QuickBooks application alongside securing your precious financial information.
