Transitioning from Quickbooks to ERP
say goodbye to Quickbooks®
QuickBooks® is a terrific tool for many small companies just getting started. It’s quick and cheap to implement, and you likely know somebody that has used it before. But when does QuickBooks® stop being the right choice? Here are four things our clients have told us about when they have made the switch.
Scalability, Speed and Performance
The most often cited reason for growing companies leaving QuickBooks is that the system will ‘bog down’ when the workload builds up. This can be the result of too many people (as few as 5 concurrent users) accessing the system or the number of transactions being processed. If you’re experiencing slow downs or performance issues, you won’t need us to tell you about it; your staff will do that for us!
You Want More Mac-friendly Accounting Software®
Yes, QuickBooks® offers a Mac specific option but that version of the software leaves many of the features you want or need behind. And, the file format for the Mac version is not compatible with the Windows version, so sharing data with your accountant is cumbersome at best. These days, finding a cross-platform accounting application – one that can support Mac and PC concurrently – should be a no-brainer.
Your Inventory is a Mess
There’s a reason companies pay thousands of dollars to integrate third party inventory control app with their QuickBooks systems. While QB may be just fine for simple product tracking, if your inventory management needs have any complexity, you’ll want to look elsewhere. Finding an inventory-centric application that incorporates accounting (and sales, and purchasing, and….) rather than 3rd party add-ons makes the most sense. This gives you one vendor to deal work with and ensures that the warehouse, back office and sales operations all work seamlessly together.
You Have Unique Needs
QuickBooks is everywhere…and they support millions of users. That’s great if your operations are no different than your competitors. But, if you have ways of doing things that require a different approach, you may want to consider working with a smaller software firm that can provide personalized service. A smaller firm will be more open to making ‘tweaks’ to their applications to serve a unique need whereas QuickBooks will be much slower to adopt new ways of doing things for fear of interrupting a gigantic user base. This does not necessarily mean you need ‘custom’ software; many smaller firms will actively solicit their users for ideas and will incorporate those ideas into their own R&D, meaning you get the features you want while staying on a standard version of the application.
You need to create custom datasets and consolidate financial reports for multiple companies
You need to process multi-currency transactions within one company which sync with your inventory/warehouse management software
You need to give more users more access for a variety of isolated tasks (sales, inventory, crm, accounting logins)
You need a more flexible workflow for purchase orders and invoicing
You need to import data from outside systems
You need to process wide-volume transactions every week
You are having to manage too many systems which, if brought together, would increase efficiency
Your sales team has no idea what is happening in the warehouse, and your accountant has no idea what is happening with the sales team