Construction Company Unlocked Better Accessibility – Moving from Sage 100 to QuickBooks
Project
Overview
We migrated seven years of accounting data – 2 years historical and 5 years of balances – including 8300+ transactions, 330 different types of construction materials, and 260 construction-related services to QuickBooks Online.
Reason for the
Switch
The client faced challenges sharing data with team members and subcontractors working remotely. They wanted a cloud based solution to improve accessibility.
Outcome of the
Switch
The migration to QBO was successful and included the integration of various cloud services, leading to high client satisfaction with the new system and the continued support they received.
7
Years of
Data
Data Span
6
Weeks
Turnaround Time
Construction
Client’s Industry
Sage 100 to
QuickBooks
Online
Migration
Data Export
- Exported all transactions – bills,invoices, memos – into CSV files.
- Exported Lists items such as Customers, Vendors, Services.
- Exported key reports for post-migration data validation.
Data Transformation
- Cleansed and prepared the data to fit QBO’s format requirements.
- Utilized proprietary software to map accounts and format the data accordingly.
- Configured tasks and classes in QBO for detailed analysis of project costs and revenues.
Data Upload
- Imported the prepared data into Dancing Numbers, our specialized migration application.
- Checked and adjusted data alignment with QBO’s schema.
- Uploaded the data from Dancing Numbers to QBO, ensuring seamless integration.
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 all transactions – bills,invoices, memos – into CSV files.
- Exported Lists items such as Customers, Vendors, Services.
- Exported key reports for post-migration data validation.
Data Transformation
- Cleansed and prepared the data to fit QBO’s format requirements.
- Utilized proprietary software to map accounts and format the data accordingly.
- Configured tasks and classes in QBO for detailed analysis of project costs and revenues.
Data Upload
- Imported the prepared data into Dancing Numbers, our specialized migration application.
- Checked and adjusted data alignment with QBO’s schema.
- Uploaded the data from Dancing Numbers to QBO, ensuring seamless integration.
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.
Thank
You Very
Much !
+1-800-596-0806