September 14, 2018 at 4:04 PM #10683
I hear this question or a version of it all the time:
Our winery is currently running on Microsoft Dynamics Navision and we are going to be switching over to Quickbooks soon. Do you have any information on what QB product we should purchase and any insights on how to transfer information into Quickbooks from another system? Thank you.
These are the QB versions:
QB Premier – The go-to version. Runs on PC only. Pay the extra fee and get the Premier version because it has some features that are helpful for wineries.
QB Enterprise – Interface is exactly like QB Premier, but it is built on a more robust data base, so it can handle mid-size companies. If you need to track inventory inside QB by location, you will need this version because it offers an addon called Advanced Inventory. Note that this feature takes a lot of “managing” to make it work, so I recommend trying QB Premier first with our usual workarounds before committing to the Advanced Inventory feature. You cannot convert back to QB Premier once you have turned on Advanced Inventory. Also note that none of the QB versions integrate with EDI. That is the reason that many larger wineries have to move to a different program.
QB Mac – This version is no longer being supported by Intuit, and I am converting all my Mac wineries to QB Online
QB Online – This version is fine for a start-up or micro winery. It is slower than QB Desktop, and it doesn’t have all the features we use a lot, but it is doable.
Before converting from a program you need to decide how much historical information you want in QB. You can import Vendor and Customer names from a csv file. If you don’t need historical data, then a trial balance and a schedule of your current case goods will be enough. I also recommend the services of a talented ProAdvisor so that things like the accounts payable and accounts receivable get set up correctly.
JeanetteSeptember 17, 2018 at 8:48 AM #10712
Sarah De LimaParticipant
Thank you. Does this mean it will not work with systems such as eWinery Solutions or Napa Valley POS?October 18, 2018 at 8:46 AM #11845
I think the question you are asking is whether QB will work with eWinery/Napa Valley POS. All POS programs (except one) use one of 2 manual integrations methods. I discuss this issue in Module 4 in the QB class. https://www.qbwinerysolutions.com/quickbooks-wine-industry-course/module-4/
Napa Vallley POS pushes the sales to eWinery. eWinery has the reports for you to do the Summary Method of integration.
Most people hope to find an “automatic” integration between the POS and QB. This program does not exist. However, if the POS program has good reports (this is a key detail, because not all have good reports) the manual integration is not difficult.
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