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How to export data from another accounting system into OneSource
| Author: support staff Reference Number: AA-00770 Created: 2011-02-16 02:35 Last Updated: 2011-02-16 02:35 |
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The answer to this is usually a complex one, depending on which
import services you purchased. In general, there are basically 3 ways to
get your existing data into OneSource:
1. Re-enter certain or all types of data from your old system into OneSource by hand: This is usually the most logical choice if:
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you do not want to purchase data
conversion services (which are currently $1800 and up, depending on what
types of data you want imported and/or the difficulty to get data out
of your existing application, or if
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your data is largely inaccurate or
obsolete and you believe entering all applicable data into OneSource
would give your data a fresh start, or if
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you have a relatively small amount of data that could be re-entered by hand in a relatively short amount of time, or if
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your current application does not provide a way to export your data sufficient to your expectations/needs
2. Re-Enter your a smaller
portion of your data and pay OneSource to import a few of the largest
lists (your Customers, Suppliers, and Inventory Items). This is usually the most logical choice if:
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you have large amounts of any type of data such as customer names, inventory items, a series of price lists/levels, etc, or if
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you simply do not have the time or the desire to re-enter large lists of records
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you do not mind re-entering your open Invoices and/or Sales Orders, open Bills, open PO's, and open/unreconciled checks.
3. Pay OneSource to import "nearly all" of your data.
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NOTE: Technically, due to certain
differences in table and field structure, it is nearly impossible to
import every single character from one system into another. Other
difficulties exist in getting "all" of your data out of one system into
another since your existing system is continuing to changing each hour
of each day. However, this is usually the most logical choice if:
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you have large amounts of open financial
transactions (invoices, bills, and unreconciled banking transactions)
and/or not enough time to re-enter the totals of each of these
transactions by hand
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