Transitioning to new accounting software for nonprofits helps your organization in many ways.
Not only does current software offer more features that can enhance productivity and business insights, but new software may also provide better security features. This means it can be less vulnerable to hacks, attacks, viruses, and other malicious actions that can significantly impact your organization.
Find out how RBP Methods can help you transition to your new accounting software by attending our free training webinars.
If you are ready to upgrade to new software, the following tips can help you transition smoothly from the old to the new. Change can be managed with minimal disruption to your organization so that you’ll be up and running in no time at all.
Tips to Transition to New Accounting Software for Nonprofits
These tips assume that you’ve already chosen your new software. If you would like assistance choosing new accounting software for nonprofits, RBP Methods can help you select from among Abila, AccuFund, and other software packages that meet the needs of nonprofit organizations.
Prior to selecting new software, check the system requirements for the product under consideration. Make sure that your system has adequate space as well as compatible programs to run the new software. Nothing is more frustrating than buying software and discovering during installation that you need more memory or add-ons to run it.
Once you do have your new accounting software installed, use these tips to make the most of it.
- Explore new features: You’re probably familiar with many features in your new software package but it’s the new ones that can make a difference. Take time to explore the software, and read the help files or watch the suggested training videos on the vendor’s website.
- Back up your data: Before moving data from an existing system into a new one, back everything up. This ensures that if any glitches occur, your data will be safe.
- Test critical applications: After transferring data from the old package to the new, you should test all critical applications to ensure that nothing is lost and that everything is running properly.
- Identify a point of contact: Identify someone in your organization who will act as the point of contact for the new software package. This person should receive extensive training from the software vendor and act as the in-house expert to answer questions and provide ad hoc training as needed. Your internal point of contact can also collect all questions, feedback, and change requests so that they can be prioritized and given to the vendor as a set. Otherwise, the vendor may be inundated with requests, some inevitably duplicates.
- Require everyone to use the new software: Even if you maintain a parallel system for a while to ease the data transition to the new system, you should require all employees to begin using the new system immediately. It’s easy to rely on the old system; it’s familiar and comfortable, like a pair of old shoes. The soles may be worn and the system may no longer work well, but it’s easier to keep using it for some people than to transition to the new one. In order to get people to use the new system, it helps to start reducing their access, even if you keep the older system for a while.
Changing to a new accounting system for nonprofits is exciting. With all the new features available in nonprofit accounting software, including fund management, donor management, and add-ons like donor communications and grant management software, you’ll find it easier than ever to manage your accounting and financial needs. And with these tips, transitioning to the new software will be easier, too.
RBP Methods helps right-brained people navigate a left-brained world. We offer nonprofit software and consulting services including Abila MIP, AccuFund and more. We’d love to talk to you about your online fundraising or other needs, and we hope to see you at the forthcoming webinar. Contact us today or call 503-648-9051.