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Data conversion course

IRIS Accounts Office has far greater functionality and flexibility than other accounting solutions available in the marketplace. You and your clients will therefore be keen to migrate data to IRIS Accounts Office.

This 1 day classroom course is aimed at users who have become familiar with IRIS Accounts Office and who need to import static data (Customers, Suppliers and Stock records), and opening balances – either their own or a customers – from an existing accounting software product.

 

We will show you two tools (the Sage Line50 Data Conversion Wizard, and the IRIS Accounts Office Importer) you can use to import information into IRIS Accounts Office.

 

Topics covered include

  • Overview of the conversion process
  • Installation of the conversion tools
  • Preparation of data to be imported
  • Preparation on IRIS Accounts Office prior to conversion
  • Data re-mapping
  • Running the Import
  • Checks and balances

 

It is a pre-requisite for this course that users have already attended the 1 day Getting Started with IRIS Accounts Office course.

If you are looking to offer a Data Conversion service to your clients we recommend that you become an IRIS Accredited Data Conversion Centre. To achieve this accreditation you must attend the above course.

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*The Institute of Chartered Accountants in England and Wales has accredited IRIS Accounts Production, Business Tax, Personal Tax, Corporation Tax and Practice Management (including Time & Fees and AutoMail) under the terms of its Accredited IT Product Scheme. Purchasers should ensure that the software, its security features and related support meet their own specific requirements, as the Institute will not be liable for any damage whatsoever, incurred by any person, occasioned by the use of the software, or any related products or services howsoever caused.

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