50% Reduction in Manual Errors After Migrating from Microsoft Excel to QuickBooks Online
Project
Overview
We consolidated and migrated 8 years of financial data, encompassing 95,000+ transactions across multiple Excel files, to QuickBooks Online, ensuring streamlined financial management, accurate reporting, and enhanced efficiency for client’s organization.
Reason for the
Switch
As the business grew, managing financial data across multiple Excel spreadsheets became increasingly cumbersome and inefficient. The need for a more robust, integrated solution that could handle multiple entities and provide real-time insights prompted the switch to QuickBooks Online.
Outcome of the
Switch
The migration to QuickBooks Online allowed the business to streamline financial management, improve accuracy, and enhance decision-making capabilities through consolidated reporting and better data accessibility.
8
Years
Data Span
6
Weeks
Turnaround Time
Consulting
client’s Industry
Microsoft Excel
to QuickBooks
Online
Migration
Data Transformation
- Converted the consolidated Excel data into CSV format to match QuickBooks Online requirements.
- Structured data to fit QuickBooks Online’s import specifications and schema.
- Ensured that the chart of accounts in QuickBooks Online mirrored the structure used in Excel for consistency.
Data Validation
- Verified account balances and transactional accuracy post-migration.
- Ensured the correct migration of outstanding balances and historical data.
- Conducted thorough validation checks to confirm data integrity.
Data Consolidation
- Merged multiple Excel files containing disparate financial data into a unified dataset.
- Standardized the data format across different entities to ensure consistency.
- Exported consolidated lists including customer & vendor information, services, and items.
Data Upload
- Imported data into our proprietary data migration tool, Dancing Numbers.
- Mapped fields from the CSV files to the corresponding QuickBooks Online fields.
- Imported the data into QuickBooks Online through Dancing Numbers app.
Data Transformation
- Converted the consolidated Excel data into CSV format to match QuickBooks Online requirements.
- Structured data to fit QuickBooks Online’s import specifications and schema.
- Ensured that the chart of accounts in QuickBooks Online mirrored the structure used in Excel for consistency.
Data Validation
- Verified account balances and transactional accuracy post-migration.
- Ensured the correct migration of outstanding balances and historical data.
- Conducted thorough validation checks to confirm data integrity.
Data Consolidation
- Merged multiple Excel files containing disparate financial data into a unified dataset.
- Standardized the data format across different entities to ensure consistency.
- Exported consolidated lists including customer & vendor information, services, and items.
Data Upload
- Imported data into our proprietary data migration tool, Dancing Numbers.
- Mapped fields from the CSV files to the corresponding QuickBooks Online fields.
- Imported the data into QuickBooks Online through Dancing Numbers app.
Thank
You Very
Much !
