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Steps to move from QuickBooks to Pennlyane

Blendy tells you how to move from QuickBooks to Pennylane successfully

How to switch from QuickBooks to Pennylane: All the steps you need to know

Today, financial management is essential  for any business wishing to ensure its growth and profitability.

Accounting software plays a crucial role in this management, and two of the most popular solutions on the market are QuickBooks and Pennylane .

If QuickBooks is especially popular in English-speaking countries, its use in France is no longer recommended.

In fact, QuickBooks withdrew from the French market this year. So if you are a French company that has previously worked with QuickBooks, you will find out why and how to switch to Pennylane.

In this article, we'll guide you through the process of transitioning from QuickBooks to Pennylane, highlighting the benefits and key steps to take.

Why switch from QuickBooks to Pennylane?

Switching from QuickBooks to Pennylane can be a strategic decision to improve the financial management of your business.

Pennylane's benefits of automation, integration, usability, and collaboration make it an attractive solution for businesses of all sizes.

The Benefits of Pennylane

Pennylane is a French online accounting solution that offers many advantages over QuickBooks.

Besides the fact that this software perfectly masters the particularities of French accounting (which is often more complex than Anglo-Saxon accounting), here are some additional reasons why you should consider switching to Pennylane:

1. Advanced automation: 

Pennylane uses artificial intelligence to automate repetitive and time-consuming accounting tasks, allowing you to save time and focus on more important tasks.

2. Seamless integration:

Pennylane easily connects to other tools and software you already use, such as your sales management system or online payment platform.

This facilitates information exchange and data synchronization.

3. Intuitive dashboard:

Pennylane offers a user-friendly and intuitive dashboard that allows you to quickly view the status of your finances, pending bills, expenses and much more.

So you can make informed decisions in real time.

4. Simplified collaboration:

Pennylane makes it easy to collaborate with your accounting team or accountant.

You can easily share financial information and work together on accounting tasks, improving efficiency and communication.

Steps to Switch from QuickBooks to Pennylane

Now that you know the benefits of Pennylane, here are the steps to move from QuickBooks to Pennylane:

1. Needs assessment:

Analyze your specific accounting needs and identify the key features you need in Pennylane.

This will help you customize your setup and get the most out of the platform.

2. Data export:

In QuickBooks, export all your relevant financial data, such as invoices, bank statements and reports.

Make sure you choose a file format compatible with Pennylane.

3. Data import:

In Pennylane, import the data you exported from QuickBooks.

Follow the instructions provided by Pennylane to ensure the data is imported correctly and its integrity is preserved.

4. Parameter configuration:

Configure Pennylane settings to suit your specific needs.

This can include customizing spending categories, payment methods, taxes, etc.

5. Training and familiarization:

Take the time to familiarize yourself with Pennylane's interface and educate yourself on key features.

Pennylane offers online training resources, video tutorials, and dedicated support to help you with this process.

6. Verification and adjustments:

Once you have imported your data and configured Pennylane, take the time to verify that everything is correct.

Run tests to ensure calculations are accurate and reports generated meet your expectations.

7. Complete transition:

Once you are happy with the setup and have verified the data is correct, you can move on to Pennylane as your primary accounting solution.

Make sure to also reconnect all the business applications you use such as Shopify, Qonto, Libeo or GoCardless...

Because it is often at this stage that it can become more complicated to find all the data in the right place in Pennylane.

If this whole process seems too complicated, too time-consuming or simply too far from your core business, contact us!

Blendy, digital accountant and QuickBooks-Pennylane specialist , supports you through all the steps mentioned above, for a smooth transition.

In addition to taking care of setting up Pennylane and connecting with your apps, we also support you with your growth issues and your overall financial management.

Blendy, a digital accountant, is also Pennylane specialist. We support you to automate your financial process and ensure the creation of value for your business.

With  Blendy , French digital accountant take advantage of all the advantages of  digital accounting to accelerate your finance process and develop your business.

Pennylane ,  Dext ,  QuickBooks and Stripe  experts, we support digital and IT service companies, e-Commerce, SaaS, SMBs, in France and internationally .


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