Intacct to QuickBooks Data Conversion Service

by James Antonio

Sage group’s flagship software Intacct has been around for almost two decades now, assisting small and medium businesses worldwide through a range of e-commerce features.

Features

  • Accounts payable,
  • Accounts receivable
  • Cash management,
  • Collaborate,
  • General ledger
  • Order management, purchasing
  • Reporting and Dashboards.

Add-on software applications to assist SMEs

  • Accounts Payable
  • Accounts Receivable
  • Cash Management,
  • Collaborate
  • Contract and Subscription Billing,
  • Contract Revenue Management,
  • Fixed Assets
  • General Ledger,
  • Inventory Management,
  • Multi-Entity and Global Consolidations
  • Order Management
  • Project Accounting,
  • Purchasing, Reporting and Dashboards,
  • Sales and Use Tax,
  • Spend Management,
  • Time and Expense Management
  • Vendor Payment Services.

Third party software such as Dancing Numbers, Salesforce, Certify, ADP, SAP Concur among others could be integrated which further increased its utility among those running small and midsize enterprises.

Intacct’s Multifaceted Approach

  1. Automation of processes saved time,
  2. Accounts receivable allowed payments to be cleared faster
  3. Cash management improved cash flow
  4. Intelligent general ledger to adopt new strategies and processes .
  5. Accelerate quote cash cycles through order management.
  6. Efficiently create records of all the purchases and maintained with greater accuracy and speed.
  7. Turn data into insights for owners of small and midsize enterprises to understand whether their business endeavours are heading in a profitable direction.
  8. Managing revenue complexities and billing have become faster and easier through Intacct’s automated system. Its efficiency as an accounting platform was unmatched, given that it came with built in features like contract subscription and project billing to allocate revenue and improving cash flow.

Advanced Functionality in Intacct

  • AI powered timesheets as a financial management.
  • Inventory management – Check the status and availability of products and save time
  • Consolidate numerous multiple currency and global entities – increased productivity of businesses and allowing them to cater to clients across the globe.
  • The Project accounting feature – assisting the businesses to stick to their budget and at the same time remain profitable.
  • Sales and tax use software – stick with compliance rules while maintaining speed and accuracy.
  • Spend Management software – company’s expenditure was made compliant with corporate budgets through
  • Time and expense management software – reduce revenue leakages and made processes and revenue recognition efficient.
  • Vendor payment services, powered by American express ensures payments are made fast and remain secured.

Intact has remained a forerunner as a business accounting software for almost two decades with its application in a wide range of industries. This has been made possible through various tools in its arsenal.

Tools offered by Intacct

  • Relationships Tool- allows the users to create relationships either between custom objects or of a custom object with a standard objects.
  • Page customization, HTML and JavaScript elements comprising of API requests and jQuery could be added to pages.
  • Trigger- A data set can be turned into an application through automated behaviour.
  • Workflows- To process records through platform services solutions, Handy in setting actions, statuses and work paths as per the specifications set by the user.
  • HTML, XML and Email Templates- quickly and accurately import data into multiple data maps thus allowing flexibility in accordance with the source data.
  • Portal tool comes in handy where external sites are used to share and update objects.
  • Custom Fields and Custom Tabs- Organize objects of a standard application as per the requirements of each individual business.
  • Smart Rules- Create data validation rules to ensure that company policy and data integrity are complied with ,
  • Smart Events- Communicate email based changes or initiate calls based on API.
  • Custom Reports can be created based on both standard and custom object data to give an insight on the specific business interests of the user.

Intacct ruled the space of business accounting software for two decades, until it was dethroned by QuickBooks.

QuickBooks had been there since 1983 but it made its presence felt only after a stable release in 2019.

Reasons why now is the time you should go for a QuickBooks conversion?

  1. Both on-premise application and cloud based versions for small and medium sized businesses consisting of wholesalers, manufacturers, contractors, retailers etc.
  2. Increased functions , primarily double accounting function and capabilities to perform a full trail audit .
  3. Regular updates and improved versions offering never innovative features like
    • Batch transaction,
    • Bill tracking,
    • Continuous feed label printer support,
    • Deleting a batch and void transactions,
    • Reports can be automated and filtered .
    • Barcode scanning ,
    • Support for multiple monitors .
    • Track history of invoices issued to the customers,
    • Payroll adjustment feature ,
    • Add customers PO in the subject line
    • Pay on time through automatic payment reminders, send batch invoices etc.
    • Categorizing transactions became quicker, statements could be sent automatically and effective outreach became possible by creating customer groups.
  4. Collaborated with reputed service providers like Google and Microsoft to incorporate the location services of Google maps and email facilities of Outlook .

Why Dancing Numbers is your Best Bet for Intacct to QuickBooks Conversion?

QuickBooks assists in fast, error – free conversion of data and additional option to delete unnecessary company data.

  1. Import Data into QuickBooks
    • Choose between Advanced Import, Standard Import or simply Add and Edit multiple files.
    • Import bank and batch transactions, general journal entries
    • Regular updates about changes in technology and its features.
    • Transfer details of customer and vendors along with their suggestions, feedback, ideas and suggestions.
  2. Export data from QuickBooks
    • Exporting Data reports, compressed excel files, CSV files can be done in just a few clicks.
    • Easily share vital data with business partners and clients.
  3. Delete data from QuickBooks
    • Prevent your PCs from getting errors and get more room for your important files.
    • On screen instructions and ProAdvisor to guide you through each step of deleting data.
    • Restore deleted files from the bin.

What Kind of Accounting Information is not Converted during Intacct to QuickBooks Conversion?

It is important for you to know that there are a few types of data that cannot be converted by the new software. These are-

  1. Invoice format
  2. Sales orders
  3. Budgets
  4. Payroll records
  5. Memorized transactions
  6. Layouts and attachments

In conclusion, you get to understand the importance of switching from Intacct to QuickBooks, which has gradually emerged as one of the most sought after accounting software’s in recent times. You are also introduced to Dancing Numbers, whose distinct features guide you in this journey of moving towards a faster, accurate and reliable business accounting platform.


How can we Transfer Invoices Between two Accounts in QuickBooks ?

The data can be entered manually in QuickBooks online or ca be exported using third party elements like Excel.

Is there a Free Trial for Dancing Numbers available?

Yes, a free trial version valid for 7 days from the date of installation is available for download.

What are the Various Plans offered by Dancing Numbers?

Dancing Numbers offers four premium and affordable plans, which are

i. Importer , Exporter and Deleter – 199$ Per Year
ii. Accountant Basic – 499$ Per Year
iii. Accountant Pro – 899$ Per Year
iv. Accountant Premium – 1999$ Per Year

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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