Migration from Deltek Advantage to Quickbooks Premier?

There are a lot of pitfalls in an accounting system transition, but they are generally predictable even if it's a long list. The things to watch out for include:

* Making sure your books are fully adjusted and closed before making the transition
* Determining whether you will still have access to your old set of books, and if not, exporting as many reports, details, and lists as possible to Excel or .csv before your access to your old records expires
* Making sure those exported records are easy to access and extract data from, such as customer histories
* Making the decision to convert the file, if it's possible, vs. opening a new file, entering opening balances, and starting from there

If a new file with opening balances is being used:
* Determining whether you want to take the opportunity to delete obsolete vendors, customers, employees, and other names from the lists before importing them into QuickBooks
* Determining whether you want comparative reports, and if so, extracting reports from your old system for the prior year(s) by month or quarter and inputting the changes in trial balances into QuickBooks
* Remembering to isolate outstanding checks, open receivables, open payables, and undeposited funds as of the final period in your old set of books
* Determining the timing of the reporting cutoff

* If it is possible to convert the file directly (which I don't think it is, but there might be some sort of Deltek-QuickBooks add-on that I don't know about), get crystal clear on which types of data convert and which do not
* For any data that doesn't convert, determine whether it's worth it to have in QuickBooks, and what QB features should be used to hold that data.

There are other considerations as well, but the above will give you a sampling.

If you'd like a more in-depth chat about it, feel free to contact me privately. My team and I are obviously no strangers to QuickBooks transition from other packages and we'd be happy to give some free advice or actually implement the transition for you.

Thank you so much Jaime. That was very informative and helpful! I really appreciate your time and detail.