40% Cost Reduction Achieved by Switching from Sage Intacct to QuickBooks
Project
Overview
Client, a manufacturing company, sought to transition from Sage Intacct to QuickBooks Online. The primary motivation was to reduce operational costs. We successfully migrated three years of historical data within a four-week timeframe.
Reason for the
Switch
Sage Intacct’s implementation and maintenance expenses were substantial. The client incurred additional costs for integration and consultation services related to Intacct.
Outcome of the
Switch
All historical data was successfully migrated. As a more economical alternative, QuickBooks Online enabled the client to efficiently manage financial operations.
3
Years of
Historical
Data
Data Span
5500+
Transactions
4
Weeks
Turnaround Time
Sage Intacct to
QuickBooks
Online
Migration
Data Transformation
- Organized chart of accounts in-line with client’s multi-entity setup.
- Formatted data to meet QuickBooks Online’s requirements.
- Mapped accounts and converted multi-currency transactions.
Data Validation
- Verified accuracy of imported data,focusing on multi-entity and multi-currency transactions.
- Matched entities of Sage Intacct to classes and locations in QuickBooks.
- Matched outstanding and account balances to ensure accuracy.
Data Export
- Extracted Item, Customer, Vendor lists from Sage Intacct.
- Exported transactions, including purchase orders and sales orders.
- Created and exported financial reports for validation.
Data Upload
- Utilized our migration tool, Dancing Numbers, to transfer data.
- Ensured formatting matched requirements of QuickBooks’ schema.
- Imported data programmatically into QuickBooks Online.
Data Transformation
- Organized chart of accounts in-line with client’s multi-entity setup.
- Formatted data to meet QuickBooks Online’s requirements.
- Mapped accounts and converted multi-currency transactions.
Data Validation
- Verified accuracy of imported data,focusing on multi-entity and multi-currency transactions.
- Matched entities of Sage Intacct to classes and locations in QuickBooks.
- Matched outstanding and account balances to ensure accuracy.
Data Export
- Extracted Item, Customer, Vendor lists from Sage Intacct.
- Exported transactions, including purchase orders and sales orders.
- Created and exported financial reports for validation.
Data Upload
- Utilized our migration tool, Dancing Numbers, to transfer data.
- Ensured formatting matched requirements of QuickBooks’ schema.
- Imported data programmatically into QuickBooks Online.
Thank
You Very
Much !
+1-800-596-0806