Trust Accounting Migration Overview
This article provides resources to help your agency transition your trust accounting from HawkSoft v5 to HawkSoft v6.
For general information about Trust Accounting, see Trust Accounting Overview.
Migrating Trust Accounting
This article covers how to configure HawkSoft 6 to match the Trust Accounting Settings you used in HawkSoft 5. The steps in this article will also help you avoid creating duplicate accounts in QuickBooks when you synchronize with HawkSoft 6.
Read Only Database
When your agency performs the final migration to HawkSoft 6, you can still access your HawkSoft 5 database in a "Read Only" mode.
You can use this database to review accounting transactions in HawkSoft 5.
Additional Resources
Accounting Migration Checklist
HawkSoft has created a checklist that your agency owner, manager, or bookkeeper can use to ensure that your accounting data migrates successfully to HawkSoft 6.
Accounting Migration Checklist
HawkSoft 6 Migration Overview
HawkSoft provides a high level overview to help ensure your transition to HawkSoft 6 goes as smoothly as possible. This page also includes checklists for several major steps, and an FAQ.
HawkSoft 6 Migration - Process Overview