After downloading the necessary documents, the SaasAnt migration team will meticulously review and validate them based on the following criteria:
- Is the date format accurately captured?
- Have you provided all mandatory data?
- Is the template correctly filled out?
- Have all necessary attachments been included?
- Is the Fiscal Year correctly updated?
- Have you provided the opening bank balance?
Step 1: Document Verification
Upon receiving your documents, we will thoroughly review them to ensure all necessary information is present. If anything is missing, we will promptly inform you and collaborate with you to obtain the required information.
Once we have all the essential documents, we will initiate the migration process and keep you informed throughout. If additional information is needed, we will contact you, providing clear instructions to facilitate the completion of the process.
Step 2: Updating Entries for Migration
Upon receiving your documents, our migration team will initiate the migration process. The key steps to ensure a successful and seamless transition include:
- Updating the opening balances as provided by you.
- Updating the bank statement entries with relevant GL codes, debits, credits, and memos.
- Updating the credit card entries with relevant GL codes, debits, credits, and memos.
Step 3: Upload the data into QuickBooks & Validate
The Saasant Migration Team will validate and process the data you provide. We will assist you in creating a Chart of Accounts, updating all necessary entries in QuickBooks, and reconciling your accounts. Once the reconciliation is complete, we will generate the final statements, including the Trial Balance, Balance Sheet, and Profit & Loss Account, and share them with you for review. Your sign-off will be requested to finalize the process.
What's Next:
FAQ for Migration from Excel to QuickBooks with SaasAnt
If you encounter any challenges during the migration process, feel free to reach out to us at migration-support@saasant.com. We are here to assist you