MineralTree companies are created with links to specific accounting packages, so this change will require the creation of a new company in MineralTree. If you decide to switch from, say, QuickBooks to Netsuite, we can create a new company to work with your new software.
Here is an overview of the process, with details of what data can be transferred to the new company:
1. The first step is to migrate data from the old accounting software to the new. This occurs outside the purview of MineralTree support.
2. During this time, the old MineralTree company will remain active. It will only be closed once your new MineralTree company is connected and active. Before this, you should complete any payments or pending work.
3. Once you have transferred data to the new accounting package, we will work with you to connect that software to the new company in MineralTree. Once you confirm it is working correctly, we will disconnect the old company.
4. Here are details on what data will transfer:
a. Vendor, dimension, and historical data will be synced from the new accounting package to your new MineralTree company, just as it would with a new company.
b. Vendor ACH data will have to be re-imported into the new company (except for Intacct, which will update the new company automatically). We can work with you to re-import this data.
b. Document and check images will remain in the old company. We can provide an export of this information.