Sage Intacct to QuickBooks Data Conversion
Migrate from Sage Intacct to QuickBooks (Desktop or Online) effortlessly with Dancing Numbers Data Conversion Services. Get a dedicated expert with industry knowledge, training services, regular follow-ups and much more.
Sage Group’s flagship software Intacct has been around for almost two decades now, assisting small and medium businesses worldwide through a range of e-commerce features.
Sage Intacct, a cloud-based accounting software for small businesses, offers numerous features and advantages over QuickBooks, the popular desktop software. If you need to convert your Sage Intacct data to QuickBooks Desktop & Online, Dancing Numbers experts can help you do this smoothly with zero downtime and no need for double entry.
Discover if your conversion is possible and what it costs. Get your quote!
Table of Contents
Major Differences: Sage Intacct vs. QuickBooks
QuickBooks and Sage Intacct are ERP tools that cater to businesses of different sizes and varying complexity needs. QuickBooks is designed for smaller organizations and offers a user-friendly interface and basic accounting functionality. However, its reporting process can be cumbersome, often requiring manual intervention with Excel.
In contrast, Sage Intacct is tailored for mid-market and large businesses. It provides more advanced reporting capabilities, increased customization options, and automation features that QuickBooks lacks. The following are the key differences between the two platforms:
| QuickBooks | Sage Intacct | |
| Target Market | SMBs | Mid Sized & Large Businesses |
| Reporting Process | Manual report with Excel | Platform offers robust reporting for comprehensive insights. |
| Scalability | Moderate | High |
| Cloud/Non-Cloud | Both | Cloud Native |
Sage Intacct To QuickBooks Data Conversion Service
Conversion is always a task of hassle. It requires your complete attention plus there are other prerequisites that need to be done. Depending on the duration of your business operations, you may have accumulated several gigabytes of data. Sage Intacct might not be a perfect match for QuickBooks. To address this, we provide dedicated Sage Intacct to QuickBooks migration specialists who will assess your specific situation and determine the suitable QuickBooks product for your needs.
Our team will collaborate with you to develop a phased conversion plan. Additionally, we employ full-time programmers who will manage the export, cleaning, and import of your historical Sage Intacct data. After the conversion, we will provide comprehensive training to your team on the new system. Furthermore, we will assist you in implementing efficient processes that will enable you to optimize the utilization of your new system.
Why You Need to Switch From Sage Intacct to QuickBooks?
- Easily Accessible: Accessibility is always a big factor when considering conversion. With QuickBooks, you gain the convenience of a mobile app, allowing you to securely access QuickBooks from any internet-connected device or application.
- Budget Friendly: As a business owner, budgeting is crucial. When you migrate to Sage Intacct with SaaS Direct, consider this: as an executive-level Intuit partner, we offer the best Sage solution for small businesses at a QuickBooks price.
- Enhanced Integration: While Integration with Sage Intacct via the Sage Intacct marketplace is a viable option, QuickBooks (QB) offers a broader range of integrations. QB seamlessly connects with hundreds of solutions, such as Shopify, PayPal, and Expensify, providing users with a more comprehensive and versatile integration ecosystem.
- File Corruption: Unlike Sage Intacct, QuickBooks emphasizes robust security measures. It safeguards your financial data by preventing balance sheet discrepancies, ensuring that improper handling or sharing of files does not lead to corrupted data.
Why Choose Dancing Numbers For Sage Intacct to QuickBooks Data Migration?
Reasons You Should Go for Intacct to QuickBooks Conversion
- Both on-premise applications and cloud-based versions for small and medium-sized businesses consisting of wholesalers, manufacturers, contractors, retailers, etc.
- Increased functions, primarily double accounting function and capabilities to perform a full trail audit.
- Regular updates and improved versions offering never innovative features like
- Batch transaction,
- Bill tracking,
- Continuous feed label printer support,
- Deleting a batch and void transactions,
- Reports can be automated and filtered.
- Barcode scanning.
- Support for multiple monitors.
- Track the history of invoices issued to the customers,
- Payroll adjustment feature,
- Add the customers PO in the subject line
- Pay on time through automatic payment reminders, send batch invoices, etc.
- Categorizing transactions became quicker, statements could be sent automatically and effective outreach became possible by creating customer groups.
- Collaborated with reputed service providers like Google and Microsoft to incorporate the location services of Google Maps and email facilities of Outlook.
How to Convert Data From Sage Intacct to QuickBooks?
Follow the below mentioned steps to migrate your data from Sage Intacct to QuickBooks Desktop and Online.
Export Data from Sage Intacct:
- Sage Intacct allows users to export various types of data:
- Charts of Accounts
- Customer Lists
- Vendor Lists
- Item Lists
- Transactional Data (invoices, bills, and journal entries)
- Exports can be generated in CSV (Comma-Separated Values) or Excel file formats.
- This provides flexible options for users for further analysis, manipulation, and reporting.
Prepare Data for QuickBooks Online:
- After exporting data from Sage Intacct, reformatting or converting it into a compatible structure for QuickBooks Online may be required.
- QuickBooks Online supports various file formats, including CSV, Excel, and QBO (QuickBooks Online) files, to ensure seamless data importation.
Map Data Fields:
- To ensure accurate data integration, it is crucial to map the fields from your exported data to the corresponding fields in QuickBooks Online before importing.
- This involves matching specific data elements from your current system, such as account codes, customer names, or item codes in Sage Intacct, to the appropriate fields in QuickBooks Online.
- This mapping process helps establish a seamless connection between the two systems, ensuring that data is transferred and organized correctly.
How to Read the Sage Intacct Export Spreadsheet
- DONOTIMPORT: blank
- EMPLOYEE_ID: Payroll ID
- BEGIN_DATE: Report Start Date (mm/dd/yyyy)
- DESCRIPTION: blank
- STATE: always “Submitted”
- PROJECT_ID: Job Code (full path)
- TASK_NAME: Custom Field (Task)
- CUSTOMER_ID: blank
- ITEM_ID: blank
- TIME-TYPE: blank
- BILLABLE: blank
- BILLED: blank
- DEPARTMENT_ID: blank
- LOCATION_ID: blank
- TIMESHEETENTRY_DATE: Timesheet Start Date (mm/dd/yyyy)
- TIMESHEETENTRY_HOURS: Hour Totals (decimal)
- TIMESHEETENTRY_DESCRIPTION: blank
- TIMESHEETENTRY_NOTES: Notes Field
- TIMESHEETENTRY_PROJECTID: blank
- TIMESHEETENTRY_VENDORID: blank
- TIMESHEETENTRY-CLASSID: blank
Which Type of Data Can be Transferred from Sage Intacct to QuickBooks?
When initiating the conversion process, one needs to be aware about what all data can and can’t be transferred. There are two types of Data that can be from Sage Intacct to QuickBooks. Let’s take a look at what all can be transferred:
Transfer Master Records
When it comes to transferring data, all the below mentioned data can be easily transferred from one software to another:
| Customers | Cost |
| Vendors | Description |
| Inventory item list | Unit of Measure/Preferred Vendor (if applicable) |
| Assembly List | Data & Transition to Asset Account |
| Quantity on Hand | Income Account |
| Average Cost | Cost of Goods account |
| Sales Price |
Transfer Open Transactions
Open Transactions Transfer is a generic term to state all the data that includes some type of transactions. All the data that comes under Transfer Open Transactions is mentioned here below:
| Chart of Accounts | Open Sales Orders |
| Balance Sheet | Open Purchase Orders |
| P&L (Profit & Loss) | Open Invoices |
| Open Accounts Receivable | Open Estimates |
| Open Accounts Payable |
What Kind of Accounting Information is not Converted during Intacct to QuickBooks Conversion?
You need to know that there are a few types of data that cannot be converted from Sage Intacct to QuickBooks. These are-
- Invoice format
- Sales orders
- Budgets
- Payroll records
- Memorized transactions
- Layouts and attachments
System Requirements for a Successful Sage Intacct to QuickBooks Data Migration
The minimum requirements of the system for the migration of data from FreshBooks data to QuickBooks are explained followed:
1 Operating System
Any one window from any of the three windows i.e Window 8, Window 10, Window 11.
2 Memory (RAM)
Minimum required Random Access Memory is 512 MB.
3 Microsoft .NET Framework
Minimum Version 2.0 is the requirement of the system for the data conversion
4 Processor
Minimum requirement of the processor is 500 MHz Intel Pentium II.
5 Hard Drive
Minimum required available space in the hard drive is 2.5GB.
6 QuickBooks Desktop
Choose any one from four of the QuickBooks Desktop that is QuickBooks Pro, QuickBooks Primer, and QuickBooks Enterprise 16 or higher.
What File Format to Use When Transferred from Sage Intacct to QuickBooks?
This section discusses the types of data that can be transferred, such as customer and vendor information, invoices and payments, sales and purchase orders, and inventory. You can utilize Google Sheets, a CSV file, or an XLSX/XLS file to transfer data from Sage Intacct to QuickBooks Desktop & Online.
Here are some details about the different formats:
- XLS/XLSX File: XLS is the name of the Microsoft Excel file type used from 1997 to 2003. With Microsoft Excel 2007 and beyond, the XLSX file type is utilized.
- CSV File: CSV files are a common file format used to store text files containing tabular data. In CSV files, a comma, semicolon, or other special character is used to divide each text field.
- Google Documents: Google Sheets is a cloud-based spreadsheet created in Google Drive.
Dancing Numbers Checklist: Before Sage Intacct to QuickBooks Data Migration Process
- Use the features of QuickBooks Online to analyze and match your needs.
- While the software includes certain advanced features like complex sales ordering, batch transaction processing, advanced inventory, or the average cost for inventory, among others, the QB Online edition has limited features.
- In QuickBooks Online you can follow strict character limitations. Therefore, change your files right away if they don’t follow the QuickBooks Online naming guidelines.
- Before converting your company file, you can use QuickBooks Desktop version 2016 or later. Update your information for previous versions and download the latest version.
- To find out the version of QuickBooks Desktop you are using right now, open the program and use the F2 or Ctrl + 1 keys on your computer. After that, the Product Information Window will be displayed to you. To upgrade QuickBooks Desktop to the latest version, you have to choose Update Now from the Help menu here.
- Make sure you run your reports and payroll data in advance because the payroll data might not convert automatically.
- You have 60 days from the date of account creation to use “database conversion services” to convert files from your PC into QB Online accounts. In case you are unable to convert during the first sixty days, you will need to close your QuickBooks Online account and open a new one.
- You can fix any errors in your QuickBooks Desktop inventory is a must for moving on with the QuickBooks conversion. It will help you from losing data.
Do Sage Intacct to QuickBooks Data Migration with Dancing Numbers
It can be intimidating to convert your ERP system or accounting software. Depending on how long you have been in business, you may have many GB of data, and it’s possible that QuickBooks and your current accounting software don’t work together perfectly. Don’t worry if the QuickBooks converting tools are unclear. Professionals will safely and securely migrate your data, saving you time and headaches
You will have a dedicated conversion consultant working for Dancing Numbers who will evaluate your particular situation, decide which QuickBooks items you’ll require, and collaborate with you to create a phased conversion plan. Also, you have full-time programmers who will take care of your historical data’s export, cleaning, and import. Following the conversion, your team will receive thorough training on the new system, and you will be assisted in setting up productive procedures that let you make the most of your new system.
Expertise and Experience
With over a decade of experience and 4500+ successful conversions, our experts ensure a seamless transition.
Data Security
Your data’s security is our top priority. We employ state-of-the-art encryption and compliance measures throughout the conversion process.
Customized Solutions
Every business is unique. We offer tailored conversion plans to meet your specific needs and workflows.
Seamless Integration
Enjoy a smooth transition with minimal disruption. We ensure your new QuickBooks system integrates flawlessly with your existing operations.
Post-Conversion Support
Our commitment doesn’t end with the conversion. We provide comprehensive support to ensure you’re fully satisfied and confident with QuickBooks.
Certified QuickBooks Migration Experts
Our team holds official QuickBooks certifications, ensuring your migration is in the hands of qualified experts.
QuickBooks Data Conversion from Various Accounting Software
INDUSTRY EXPERTS
A Trusted Partner Familiar with Your Business and Industry
Our team of consultants at Dancing Numbers has extensive experience working with numerous businesses across various industries. We specialize in customizing QuickBooks and ERP systems to meet the specific requirements of each industry. Whether you own a small retail store, manage an international manufacturing business, operate a residential construction company, practice law, run a software company, or oversee a rapidly expanding nonprofit organization, we have encountered and successfully addressed similar challenges before. Count on us to provide the assistance you need.
In conclusion, our dedicated Sage Intacct to QuickBooks migration specialists, coupled with our full-time programmers, will ensure a smooth and efficient conversion process. Our team’s expertise and commitment to providing comprehensive training and assistance will empower your team to leverage the full potential of your new QuickBooks system. By partnering with us, you can streamline your operations, save valuable time and resources, and gain a competitive edge in your industry.
Connect with An Expert Now!
In order to ensure a trouble-free experience for users, FreshBooks to QuickBooks Data Conversion services must be flawless and exceptionally secure. For prompt assistance and resolution, contact the QB experts if you encounter any difficulties during this process.
+1-800-596-0806