| Here's what you can migrate from from QB (or other accounting software with similarly structured data):
Currently, you can import your CUSTOMERS, VENDORS, and ITEMS with their opening balances or quantities. (So, customer accounts receivable balances; vendor accounts payable balances; and for inventory Items, current inventory value and quantity on hand.) Additionally, you can import your CHART OF ACCOUNTS and PRICE LIST (Price levels ). Oddly, lists with > 1,000 lines have to be split into 1,000 line chunks, but ZarMoney provides a utility to get that done.
So migrating would best be done by "going live" on Jan. 1 (first day of your fiscal year), or maybe by running both your old and new accounting programs in December to get a good handle on how ZarMoney works--to get the kinks out.
ZarMoney downloads bank and credit card transactions.
> Quickbooks ...really starting to piss me off. I looked at qb online and found out for me to be worthless for tax prep. I feel they are going to really suffer in client base if they keep current path.
I agree with all three of your comments.
So far I miss some things QB has, but also have found some little things ZarMoney has that QB doesn't--especially compared to QBO.
Major thing missing is Cash Basis reporting...which they've promised me by mid-year. |