Accounting Software Implementation in Massachusetts

What does accounting software implementation include?

Implementation covers everything between deciding you need a new accounting system and your staff using it every day without workarounds.

We treat it as a sequence of steps:

• Assess: how you invoice, buy, price, track inventory and report today
• Choose and plan: which product and edition fit, and what history moves over
• Migrate data: lists, open balances and transaction history
• Configure: forms, price levels, custom fields and integrations
• Train: show your staff the daily tasks in the new system
• Support: answer questions and fix errors after go-live

How do you choose the right accounting software?

Start with how your business actually works, not with a feature list.

We look at transaction volume, number of users, inventory and pricing needs, remote access and which other systems need to connect. Then we explain the tradeoffs in plain terms so the decision is yours.

One example: a claims adjuster that had used Microsoft Great Plains for many years moved to QuickBooks because it was less expensive to purchase, had lower annual service plan costs and was easier to train new employees on. We rewrote their mainframe import so it updated QuickBooks directly.

How is data migrated from an old accounting system?

Data is moved in stages, mapped field by field and checked against the old system before anyone relies on it.

For a plumbing supply company in Providence leaving a custom accounting system from the 1980s, we transferred more than 25,000 items and well over 10,000 customers into QuickBooks. For a Boston real estate company, we took ten years of data and brought over each journal entry, paid invoice history, vendor bill history and list information.

We have also moved customers off Microsoft Great Plains, SBT accounting and legacy IBM systems. Our process is described in a white paper called “Importing Transactions to QuickBooks.”

How do you set up QuickBooks for the way we work?

We configure QuickBooks around your workflow, then add custom tools only where the built-in features fall short.

For the plumbing supply company that meant setting up forms, front counter computers and servers, plus a program that let the owner prepare manufacturer price changes months ahead and update QuickBooks the night before they took effect.

See more examples on our QuickBooks customization page. If QuickBooks has to exchange data with a web store, inventory tool or other system, our QuickBooks integration work handles that part of the project.

What happens after the new system goes live?

We stay involved, because most questions show up in the first month-end close.

We resolve errors, data issues and integration problems, and give guidance on reporting and ongoing support. For larger QuickBooks Enterprise files, we also condense company files over the weekend so the business has no downtime.

Firms that need the IT side covered too can see our IT services for accounting and finance firms. We are also developing private AI analysis for accounting data that runs inside your own network.

Do you work with businesses across Massachusetts?

Yes. We have been based in Newton since 1978 and work on-site across Greater Boston, with remote support for customers further away.

Past QuickBooks customers range from Boston to Woods Hole, Providence and Nashua. Call 617-965-4615 or send us a message to set up a first conversation about your system.