30% Increase in Operational Efficiency after Migrating from Sage 50 to QuickBooks
Project
Overview
The client, owner of a construction company, wanted to switch fromSage 50 US Edition to QuickBooks Online (QBO),. seeking to leverage cloud-based capabilities and integrate various cloud services for enhanced operational efficiency.
Reason for the
Switch
Complex reporting and lack of cloud features in Sage 50; desired integration with other cloud services and a managed IT infrastructure.
Outcome of the
Switch
Successful migration to QBO with integrated cloud services; client satisfaction with the new system and ongoing support.
4
Years of
Historical
data
Data Span
2
Months
Turnaround Time
Seafood
business
Client’s Industry
Sage 50 US to
QuickBooks
Online
Migration
Data Extraction
- Extracted data from Sage 50 to Excel.
- Assigned unique IDs to transactions for QBO compatibility.
- Segregated costs into classes for detailed tracking.
Data Transformation
- Cleaned and prepared data for QBO format.
- Mapped accounts and formatted data using proprietary software.
- Set up tasks and classes for granular data analysis.
Data Upload
- Imported data into Dancing Numbers, our proprietary migration app..
- Ensured correct schema alignment for QBO.
- Uploaded data to QBO through Dancing Numbers.
Data Validation
- Verified account balances for accuracy.
- Confirmed correct migration of outstanding balances.
- Backed up company file for data security.
Data Extraction
- Extracted data from Sage 50 to Excel.
- Assigned unique IDs to transactions for QBO compatibility.
- Segregated costs into classes for detailed tracking.
Data Transformation
- Cleaned and prepared data for QBO format.
- Mapped accounts and formatted data using proprietary software.
- Set up tasks and classes for granular data analysis.
Data Upload
- Imported data into Dancing Numbers, our proprietary migration app..
- Ensured correct schema alignment for QBO.
- Uploaded data to QBO through Dancing Numbers.
Data Validation
- Verified account balances for accuracy.
- Confirmed correct migration of outstanding balances.
- Backed up company file for data security.
Thank
You Very
Much !
