Accounting Conversion FAQ
Q: How long does the conversion take?
A: 5 business days. Prior to submitting your data we recommend that you complete any data entry that can be entered ahead of time. This will minimize the amount of work you will need to enter into the new system when the conversion is complete.
Q: How do I submit my data?
A: If converting from CMS, complete an online backup in the program. Otherwise, we will send you an FTP login for you to upload your accounting data file.
Q: What information converts into ParishSOFT Accounting?
A: If you are converting; your accounts, budgets, vendors, employees, and transactions will convert. If you are doing a partial conversion from another source, we can convert accounts, account summary balances (but not individual transactions), and vendors records.
Q: Do I need to close my fiscal period prior to converting?
A: No, the conversion will reflect whatever period is open in the data as it is submitted.
Q: Do I need to reconcile my bank statement prior to converting?
A: No, the conversion will reflect whatever period is open in the data as it is submitted.
Q: Can my conversion be scheduled on a weekend or holiday?
A: No. Conversions take place during regular business hours, Monday through Friday.
Q: I want to change the starting period of my fiscal year; can this be done in the conversion?
A: Yes, we can change that either during or after the conversion.
Q: I want to change my accounting method between Accrual and Cash; can this be done in the conversion?
A: Yes, we can make that change. However, in order to make this change, it is recommended that any unpaid bills be either paid or deleted from the system prior to submitting your data for conversion. If there are any unpaid bills in the submitted data, the method can be changed post conversion with the help of the ParishSOFT Customer Support team, at your convenience.
Q: If I have to write a check during the 5 business days that my conversion is taking place, how does that check get into my new system?
A: When you receive a login to the new system, you will need to manually enter any transactions made after you submitted your data.
3767 Ranchero Drive, Suite 100 | Ann Arbor, MI 48108 | Toll Free 866.930.4774 | Fax 734.205.1011
