25% Cost Reduction Realized After Moving from Sage 300 to QuickBooks
Project
Overview
We migrated 12 years of accounting data 1,70,000+ transactions, 360 different types of raw materials, and products, from Sage 300 to QuickBooks Online.
Reason for the
Switch
While content with the current solution, the client desired a cloud based accounting system that would enable them to outsource accounting offshore.
Outcome of the
Switch
The migration to QuickBooks Online enabled the client to hire an offshore firm and maintain a leaner workforce without sacrificing data collection.
12
Years of Data
Data Span
8
Weeks
Turnaround Time
Automobile
Industry
Sage 300 to
QuickBooks
Online
Migration
Data Transformation
- Converted exported data to files in CSV format.
- Prepared the data to fit QBO’s format requirements.
- Created chart of accounts based on the structure in Sage 300.
Data Validation
- Checked and verified account balances for accuracy.
- Ensured the correct migration of outstanding balances and historical data.
- Secured the company’s data with backups to safeguard against data loss.
Data Export
- Exported lists including customer & vendor lists, services, and items.
- Exported transactions including invoices, bills, receipts, etc.
- Generated and exported key reports for post-migration data validation.
Data Upload
- Imported the data into Dancing Numbers, our proprietary data migration app.
- Mapped the fields on exported data to relevant QuickBooks fields.
- Uploaded the data to QuickBooks Online using Dancing Numbers.
Data Transformation
- Converted exported data to files in CSV format.
- Prepared the data to fit QBO’s format requirements.
- Created chart of accounts based on the structure in Sage 300.
Data Validation
- Checked and verified account balances for accuracy.
- Ensured the correct migration of outstanding balances and historical data.
- Secured the company’s data with backups to safeguard against data loss.
Data Export
- Exported lists including customer & vendor lists, services, and items.
- Exported transactions including invoices, bills, receipts, etc.
- Generated and exported key reports for post-migration data validation.
Data Upload
- Imported the data into Dancing Numbers, our proprietary data migration app.
- Mapped the fields on exported data to relevant QuickBooks fields.
- Uploaded the data to QuickBooks Online using Dancing Numbers.
Thank
You Very
Much !
+1-800-596-0806