FinancialForce to QuickBooks Enterprise Conversion Services
Numerawise Solutions migrates your accounts, balances, and complete transaction history from FinancialForce into QuickBooks Enterprise through our FinancialForce to QuickBooks Enterprise conversion service. Every figure is reconciled against the original file and verified before go-live, and the work is performed by Intuit ProAdvisors.
Complimentary file review · Fixed-price quote within 24 hours · Intuit ProAdvisor Gold
FinancialForce → QuickBooks Enterprise
A managed conversion from FinancialForce to QuickBooks Enterprise
FinancialForce (now Certinia) is a Salesforce-native ERP and accounting platform. In practice, migrating those records to QuickBooks Enterprise is a complete rebuild of the accounting file rather than a simple export. Low-cost import utilities frequently consolidate historical transactions into summary totals, lose the reconciliation status of bank accounts, and post entries to the wrong ledgers, and these issues commonly remain hidden until a month-end close or an audit. Numerawise Solutions manages the entire FinancialForce to QuickBooks Enterprise conversion and reconciles every balance against your original FinancialForce file before you begin operating in the new system.
Numerawise Solutions is an Atlanta-based practice of Intuit ProAdvisors (Gold tier) and experienced bookkeepers, with more than 200 completed conversions. The fee is fixed and agreed before the engagement begins, and your information remains confidential throughout.
Reasons to switch
Why move from FinancialForce to QuickBooks Enterprise
Most businesses move away from ERP systems such as FinancialForce because you want a simpler, lower-cost cloud accounting system. A migration to QuickBooks Enterprise provides the following advantages:
- Substantially lower cost and complexity than an ERP system
- A faster and more straightforward month-end close
- Accounts that non-specialist staff can operate confidently
- One of the largest application marketplaces in small-business accounting
- Strong US sales-tax handling and native payroll options
Scope of the migration
What we migrate from FinancialForce
A conversion is complete only when the entire file has transferred accurately. Our FinancialForce to QuickBooks Enterprise migration therefore covers the following:
- The chart of accounts, mapped to QuickBooks Enterprise
- Historical transactions, including invoices, bills, payments, and journals
- Opening balances and the trial balance
- Bank and credit-card accounts, with reconciliation status preserved
- Customer and vendor records
- Inventory and service items
- Sales tax codes and rates
- Open receivables and payables, with aged balances retained
- Supporting attachments, where both systems permit
- Payroll history, with the appropriate treatment agreed during scoping
Our process
How we convert FinancialForce to QuickBooks Enterprise
Assessment
We review the existing FinancialForce file, evaluate the condition of the data, and establish your requirements and timeline.
Mapping
The chart of accounts, tax codes, and master records are aligned with the structure of QuickBooks Enterprise.
Migration
The data is transferred through a controlled process and verified at each stage.
Reconciliation
We reconcile the trial balance, receivables, payables, and bank balances against the original FinancialForce file.
Review
You review the converted QuickBooks Enterprise file and confirm its accuracy, and any discrepancies are corrected.
Completion & support
We support your team through the transition and remain available for questions afterward.
Why Numerawise
Why organizations choose us for their FinancialForce migration
Intuit ProAdvisors
Your records are handled by Intuit ProAdvisors (Gold tier) and experienced bookkeepers who understand the accounting behind the migration, not only the software.
Verified against your FinancialForce file
A conversion is not considered complete until the trial balance and the primary reports agree with your original records.
Fixed, agreed pricing
The fee is confirmed before the engagement begins. There is no hourly billing.
Confidential throughout
Your information is handled securely and accessed only by the personnel assigned to your conversion. Ongoing bookkeeping is also available.
Who performs the work
Led by an Intuit ProAdvisor
Ram — Founder & Principal
Ram is the founder of Numerawise Solutions in Atlanta. An Intuit ProAdvisor (Gold tier) and a former Intuit Technical Support engineer, he has personally led more than 200 accounting-software conversions, including FinancialForce and QuickBooks Enterprise engagements, for small and mid-market firms across the United States.
More about Ram Verified on UpworkCommon questions
FinancialForce to QuickBooks Enterprise conversion FAQs
How long does a FinancialForce to QuickBooks Enterprise conversion take?
Most FinancialForce to QuickBooks Enterprise conversions are completed within a few business days to two weeks, depending on the size of the file, the volume of historical data, and the condition of the records. A timeline is provided once we have reviewed your FinancialForce file.
Will any history be lost when moving from FinancialForce to QuickBooks Enterprise?
No. Preserving the complete transaction history is the central purpose of a managed conversion. Where an item must be brought across as a balance rather than in full detail, we identify and explain it in advance.
Is there an automated tool to move FinancialForce into QuickBooks Enterprise?
Automated tools can transfer raw data, but they cannot confirm whether the result is correct. We use professional migration tools where they are appropriate and then reconcile the QuickBooks Enterprise file against your FinancialForce reports manually.
Can the switch from FinancialForce be made partway through a tax year?
Yes. A mid-year transition is straightforward, provided the balances are reconciled and the cut-over date is selected carefully, so that the figures before and after the change reconcile and the year-end remains intact.
Is my data secure during the migration?
Yes. Files are handled under strict confidentiality and appropriate data-handling practices from transfer through to completion, and access is limited to the personnel assigned to your conversion.
Begin
Ready to move from FinancialForce to QuickBooks Enterprise?
Provide a few details and we will email a fixed-price quote within one business day, with your FinancialForce history reconciled into a clean QuickBooks Enterprise file.