Accpac to QuickBooks

Accpac to QuickBooks Conversion: Navigating the Transition with Online Accounting Services

Transitioning from one accounting software to another can be a daunting task for any business. The switch from Accpac (now known as Sage 300) to QuickBooks is a significant one, given their differing architectures, functionalities, and user interfaces. This article provides a comprehensive guide on how to effectively manage the convert Accpac to QuickBooks , with a particular focus on utilizing online accounting services to streamline the process.

Understanding the Need for Conversion

Businesses may choose to transition from Accpac to QuickBooks for various reasons. QuickBooks offers a more user-friendly interface, better integration with other tools, and generally lower maintenance costs. It is particularly favored by small to medium-sized businesses for its simplicity and efficiency.

Preparation: Key to a Smooth Transition

1. Assess Your Current Setup

Data Review: Evaluate the data currently held in Accpac, including accounts, transactions, and historical data. This step will help identify what needs to be migrated and what can be archived.

System Requirements: Ensure that your hardware and system environment meet the requirements of QuickBooks.

2. Plan Your Migration

Scope of Migration: Decide if you want a full migration (all years of data) or a partial migration (e.g., current fiscal year data).

Timeline: Establish a clear timeline for the migration, including major milestones like data extraction, data cleaning, data migration, and go-live date.

Backup: Always maintain a complete backup of your Accpac data before beginning the migration process.

Choosing the Right Tools and Partners

1. Selecting Online Accounting Services

Expertise in Both Platforms: Choose a service provider with experience in both Accpac and QuickBooks. This expertise is crucial for a smooth transition.

  • Support Services: Ensure that the service provider offers comprehensive support during and after the migration.

2. Migration Tools

There are specialized tools designed to facilitate the data migration process from Accpac to QuickBooks. These tools can automate the transfer of data, ensuring accuracy and efficiency.

The Migration Process

1. Data Extraction

Extract data from Accpac in a format that can be imported into QuickBooks. This typically includes customer data, vendor data, chart of accounts, historical transactions, and open items.

2. Data Cleaning

Review the extracted data for any discrepancies or redundancies. This is crucial to ensure that the data entering QuickBooks is accurate and organized.

3. Data Mapping

Map the data fields from Accpac to the corresponding fields in QuickBooks. This step is critical as the data structures in Accpac and QuickBooks may differ.

4. Data Import

Import the cleaned and mapped data into QuickBooks. It is advisable to start with a test import of a small data set to validate the process before the full-scale import.

5. Validation and Testing

After importing the data, conduct thorough testing to ensure all data has been accurately transferred and that QuickBooks is functioning as expected.

6. Training and Go-Live

Train your team on QuickBooks. Focus on the differences they may encounter compared to Accpac.

Go live with QuickBooks only after ensuring everything is set up correctly and all staff are adequately trained.

Post-Migration Considerations

1. Audit and Compliance Checks

Conduct an audit of the new system to ensure it meets all compliance requirements and that the data integrity is maintained post-migration.

2. Ongoing Support

Arrange for ongoing support with your service provider to resolve any issues that might arise post-migration.

3. Feedback Loop

Establish a feedback mechanism to learn from this migration process and improve future migrations or IT projects.


Migrating from Accpac to QuickBooks is a significant project that, when done correctly, can greatly benefit a business by enhancing its accounting operations. Utilizing the expertise of online accounting services can help ensure a smooth transition, minimizing downtime and the potential for data errors. Careful planning, the right tools, and expert guidance are the keys to a successful migration. This transition not only involves technological change but also requires an adaptation in the workforce culture and daily operations, making comprehensive training and support essential components of the migration process.