SOFTWARE WORKFLOWS
At a Glance
Seamless, stress-free QuickBooks data migration, data management and integration services for your business
Getting data in and out of QuickBooks can be a daunting task, but it doesn’t have to be. Eclipse Consulting offers QuickBooks Data Workflow Services to make the process smooth, efficient, and worry-free.
Whatever you need to do with your QuickBooks data, we’re here to help you (and your accounting firm) every step of the way.
QuickBooks data management and workflow scenarios
- Data Workflows: You have new website orders that need to be added to QuickBooks daily.
- Automations sent to QuickBooks: When you close a sales opportunity in CRM, you want an invoice automatically created in QuickBooks.
- Automations triggered from QuickBooks: When invoices are paid, you want to send the job details to your project management system.
- Data migration: You want to move from QuickBooks Desktop to QuickBooks online or to another software program.
- QuickBooks software extensions: If we can’t find an out-of-the-box integration or extension with the functionality you need, we can often build it.
- Customized reporting and dashboards: You want to run customized reports using QuickBooks data, like to see which customers ordered from you two years ago, but not last year.
Why choose us for QuickBooks workflow and data management services?
Expert guidance: We are not an accounting firm, but we happily work with accounting firms to move data into and out of QuickBooks. Our expertise lies on the technical side of the data transfer, a skill not all accounting firms have.
Comprehensive data transfer: When you are switching QuickBooks versions or switching accounting software platforms, we can take care of the data migration. We handle everything – from customers, vendors, and inventory to charts of accounts. We’ll also help you make decisions, like how to store and access historical data. Our goal is to ensure a complete transfer with minimal disruption to your business.
Customized workflow services: Creating custom solutions is where we really shine! What do you want to do with your QuickBooks data? How can we help you get better business insights or work more efficiently? We tailor our services to match your specific requirements.
Data integrity & security: Your financial data is one of your most valuable assets. We use industry-leading security practices to protect your data throughout the migration process, ensuring it remains confidential and intact.
Our 5-step QuickBooks data services plan
1. Consultation & Planning: We start with a detailed consultation to understand your current setup and your goals for using your QuickBooks data. This helps us develop a tailored plan that meets your specific needs.
2. Data Backup: Before starting the migration, we create a complete backup of your existing data to ensure nothing is lost during the transition.
3. Data Mapping: We carefully map your QuickBooks data with the input or output needed to ensure a smooth project. We also encourage you to take this opportunity to clean up any outdated or redundant information.
4. Create Data Solution: Using our proven tools and techniques, we complete your data services project using QuickBooks and other applications.
5. Validation & Testing: After the project is complete, we validate and test your data to ensure everything is accurate and functioning correctly before we move it to a production environment.
Who can benefit from our QuickBooks workflow services?
Businesses wanting more value from QuickBooks: When QuickBooks is the financial core of your business, getting data in and out of the system can be vital to your success. We can create data pipelines that regularly push data into QuickBooks. We can also export your data into a SQL database for further analysis.
Businesses moving off QuickBooks: Moving from QuickBooks Desktop to QuickBooks Online? Moving to a different ERP system, but need to retain historical transactional data somewhere? We can help!
Accounting firms: Accounting firms who are adding new clients or moving clients from QuickBooks Desktop to QuickBooks Online can work with us to setup a client portal or use our QuickBooks setup services.
QuickBooks and other software VARS (Value Added Resellers): Let Eclipse Consulting handle the data, while you focus on the system setup, training, and client relationship.
Our experience with QuickBooks versions
We have extensive experience working with data across various QuickBooks versions, including:
- QuickBooks Desktop (Pro, Premier, Enterprise)
- QuickBooks Online
- QuickBooks Mac
- QuickBooks POS
Get started today!
Ready to get more from your QuickBooks system? Don’t risk data loss or inaccuracies by trying to do it yourself. Our QuickBooks workflow and data management services help you work efficiently, so you can focus on what matters most – running your business.
Contact us today for a free consultation and let us take the stress out of your QuickBooks system!
