Decide between manual entry, software-assisted migration, or outsourcing to an expert. 2. Data Preparation and Cleanup
Clean up your Chart of Accounts and archive inactive vendors or customers. Accounting Software Conversion Plan
Customize dashboards for real-time visibility into cash flow and P&L. Decide between manual entry
Ensure your current books are 100% accurate through the most recent month-end. Accounting Software Conversion Plan
Check in with the team to identify any friction points in the new UX/UI.
If possible, run both systems for one month to verify that the new software produces identical results to the old one.