When you import your version 9.1 Chart of Accounts, an account that would be a duplicate is renamed to keep it unique in the Chart. See Converted Chart of Accounts for details.

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Key family, child and employee information like names, addresses, classrooms, ledger card activity and payroll history will convert from version 9.1  to Procare v10. However, some things (such as Billing Box information) are structured in a substantially different way such that it is not feasible to convert them. See the Conversion Table for details.

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Yes, but be sure to Backup v10 before entering any practice data. Read the full article "Practice in v10".

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There are four basic steps:

1. Prepare Your 9.1 Data
2. Export 9.1 Data to a Conversion File
3. Import Conversion File to v10
4. Review Data in v10

Read the full Conversion Article.

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You may convert each main module just once. For example you could convert Family Data & Accounting now, then later convert Employee Data & Payroll (see Payroll Conversion). The conversion process adds to any data that is already in v10. If you convert the same module more than once (for the same location) you'll end up with duplicate copies of each family and child as well as duplicate records of their attendance,accounting information, etc.

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No, not if they are part of a larger "main" module. For example all the family related items convert together as part of Family Data & Accounting. You cannot convert child attendance (Attendance Tracker), or ledger cards (Family Accounting), or meals served (Food Program/Meal Tracker) separately from Family Data, nor can you convert Payroll separately from Employee Data. You may, however, convert families and employees separately.

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Yes. You may wish to have version 9.1 available to look up historical information.

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No. You may export data from 9.1 to any location, such as a USB flash drive, then import the conversion file to v10 on a different computer.

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Yes. Since the conversion process adds to data already in v10 (for the location you specify) you may convert one location, then another and another from 9.1 to a single location in v10. Or you may choose to convert each 9.1 location to it's own separate location in v10. See full article on Converting Multiple Locations.

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Yes. Most checks posted to vendors in the old Accounts Payable module and most Journal Entries posted in the old General Ledger module will convert to the new Expenses & Ledger module. However, there are a few cases where this information cannot be converted. Of course you can manually re-post such items as needed.

A check or journal entry cannot be converted if any of the following are true:

• Postings Between Sites: The entry contained an item posted to a different multi-site location. For example you were in site #1 but posted part, or all, of the amount to site #2.
   
• Invalid GL Numbers: The entry contained an item posted to an old GL number that no longer exists in version 9.1. For example a check was posted to account number 5099.00, but that number is not in your version 9.1 chart of accounts.
   
• Entry Out of Balance: In rare cases it is possible that very old entries may not add up. For example a check may have been posted for $79.95, but the detail of the check adds up to slightly different amount such as $79.94.

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