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Are you using the Legacy Financials accounting configuration?  

If your company is currently using the Legacy Financials accounting configuration, this guide is for you.  It presents the benefits of using a mainstream small business accounting package for your financial processes – receivables, payables, banking, payroll, and financial reporting – and outlines the steps involved in making the conversion.  

There is no obligation to make a conversion  

Although there are benefits to converting to a mainstream accounting package, you are not obligated to do so.  You can continue using the Legacy Financials accounting configuration for as long as it meets your financial accounting needs.  

If you are not fully satisfied, however, and you wish to expand your financial accounting capabilities to include online banking and bank reconciliation, credit card processing, assisted payroll, cash flow reporting, customer refunds, and other advanced features, you should convert to a mainstream small business accounting package such as QuickBooks, Xero, Sage, or MYOB.  The cost is minimal and the conversion process is relatively simple.

Does a conversion make sense for your company?  

We urge you to review this guide and give serious consideration to using a mainstream small business accounting package for your financial processes.  

Helpful Resources

Gude Financial Transfer Guide

Video_Link Video - Financial Transfer Overview

Video_Link Financial Transfer Screenshot Series