What to Do When You've Outgrown QuickBooks

Making the Move: What to Do When You’ve Outgrown QuickBooks

So how do you make the move to a more powerful accounting solution? First things first: It’s critical to gather all the facts before you make a decision. The new system can impact nearly everyone in your company, so each decision is critical. It pays to be meticulous.

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Getting Started: The first step to implementing a new accounting system is evaluating your company’s readiness for change. Before you begin looking at new features and setting fast-track time lines, take time to set realistic goals and build momentum. Preproduction planning is the key to success.

Setting Objectives: People who buy accounting software usually spend most of their time evaluating features. The fact is, however, you should spend most of your time evaluating your own business. The more you know about the problems you expect the new system to solve, the better informed your final choice will be. Know where in your accounting cycle you experience the biggest productivity losses and highest error rates. Determine how inaccuracies are affecting your business. Understand which tasks require automation. Begin by identifying the problems you experienced this year because your existing system wasn’t adequate.

Selecting the Right System: Understanding your business’s financial information needs is the first step in selecting the appropriate accounting software. However, there is typically no obvious choice because so many competing products promise similar results. You can end up mired in the feature lists and still be uncertain of your final selection.

Working with a Consultant – Plumb: It’s possible that your organization has the internal staff to implement your new accounting system successfully. It’s more likely, however, that you don’t have the resources or expertise to devote to analyzing, purchasing, installing, and maintaining a system. A software consultant can help considerably. Consultants have been through the purchasing and implementation process many times. For a reasonable fee, they can save you significant time and money by helping you evaluate, select, and get the most out of your new system.

Download this guide to see for yourself. Sage offers a logical progression from QuickBooks.