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.

Sage Intacct, a cloud-based accounting software for small businesses, offers numerous features and advantages over QuickBooks, the popular desktop software. If you need to convert Sage Intacct to QuickBooks Desktop & Online, DancingNumbers experts can help you do this smoothly with zero downtime and no need for double entry.

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Major Differences: Sage Intacct vs. QuickBooks

QuickBooks and Sage Intacct are ERP tools that cater to businesses of different sizes and varying complexity needs. QuickBooks is designed for smaller organizations and offers a user-friendly interface and basic accounting functionality. However, its reporting process can be cumbersome, often requiring manual intervention with Excel.

In contrast, Sage Intacct is tailored for mid-market and large businesses. It provides more advanced reporting capabilities, increased customization options, and automation features that QuickBooks lacks. The following are the key differences between the two platforms:

 QuickBooksSage Intacct
Target MarketSMBsMid Sized & Large Businesses
Reporting ProcessManual report with ExcelThe platform offers robust reporting for comprehensive insights.
ScalabilityModerateHigh
Cloud/Non-CloudBothCloud Native

Why You Need to Switch From Sage Intacct to QuickBooks?

  • Easily Accessible: Accessibility is always a big factor when considering conversion. With QuickBooks, you gain the convenience of a mobile app, allowing you to securely access QuickBooks from any internet-connected device or application.
  • Budget Friendly: As a business owner, budgeting is crucial. When you migrate to Sage Intacct with Dancing Numbers, consider this: as an executive-level Intuit partner, we offer the best Sage solution for small businesses at a QuickBooks price.
  • Enhanced Integration: While Integration with Sage Intacct via the Sage Intacct marketplace is a viable option, QuickBooks (QB) offers a broader range of integrations. QB seamlessly connects with hundreds of solutions, such as Shopify, PayPal, and Expensify, providing users with a more comprehensive and versatile integration ecosystem.
  • File Corruption: Unlike Sage Intacct, QuickBooks emphasizes robust security measures. It safeguards your financial data by preventing balance sheet discrepancies, and ensuring that improper handling or sharing of files does not lead to corrupted data.

Why Choose Dancing Numbers For Sage Intacct to QuickBooks Data Migration?

Dancing Numbers For Sage Intacct to QuickBooks Data Migration

Reasons You Should Go for Intacct to QuickBooks Conversion

  • Both on-premise applications and cloud-based versions for small and medium-sized businesses consisting of wholesalers, manufacturers, contractors, retailers, etc.
  • Increased functions, primarily double accounting function and capabilities to perform a full trail audit.
  • 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 the history of invoices issued to the customers,
    • Payroll adjustment feature,
    • Add the customer 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.
  • Collaborated with reputed service providers like Google and Microsoft to incorporate the location services of Google Maps and email facilities of Outlook.

How to Convert Data From Sage Intacct to QuickBooks?

Follow the below-mentioned steps to migrate your data from Sage Intacct to QuickBooks Desktop and Online.

Export Data from Sage Intacct:

  • Sage Intacct allows users to export various types of data:
    • Charts of Accounts
    • Customer Lists
    • Vendor Lists
    • Item Lists
    • Transactional Data (invoices, bills, and journal entries)
  • Exports can be generated in CSV (Comma-Separated Values) or Excel file formats.
  • This provides flexible options for users for further analysis, manipulation, and reporting.

Prepare Data for QuickBooks Online:

  • After exporting data from Sage Intacct, reformatting or converting it into a compatible structure for QuickBooks Online may be required.
  • QuickBooks Online supports various file formats, including CSV, Excel, and QBO (QuickBooks Online) files, to ensure seamless data importation.

Map Data Fields:

  • To ensure accurate data integration, it is crucial to map the fields from your exported data to the corresponding fields in QuickBooks Online before importing.
  • This involves matching specific data elements from your current system, such as account codes, customer names, or item codes in Sage Intacct, to the appropriate fields in QuickBooks Online.
  • This mapping process helps establish a seamless connection between the two systems, ensuring that data is transferred and organized correctly.

How to Read the Sage Intacct Export Spreadsheet

  • DONOTIMPORT: blank
  • EMPLOYEE_ID: Payroll ID
  • BEGIN_DATE: Report Start Date (mm/dd/yyyy)
  • DESCRIPTION: blank
  • STATE: always “Submitted”
  • PROJECT_ID: Job Code (full path)
  • TASK_NAME: Custom Field (Task)
  • CUSTOMER_ID: blank
  • ITEM_ID: blank
  • TIME-TYPE: blank
  • BILLABLE: blank
  • BILLED: blank
  • DEPARTMENT_ID: blank
  • LOCATION_ID: blank
  • TIMESHEETENTRY_DATE: Timesheet Start Date (mm/dd/yyyy)
  • TIMESHEETENTRY_HOURS: Hour Totals (decimal)
  • TIMESHEETENTRY_DESCRIPTION: blank
  • TIMESHEETENTRY_NOTES: Notes Field
  • TIMESHEETENTRY_PROJECTID: blank
  • TIMESHEETENTRY_VENDORID: blank
  • TIMESHEETENTRY-CLASSID: blank

Which Type of Data Can be Transferred or Not Transferred from Sage Intacct to QuickBooks?

When initiating the conversion process, one needs to be aware of what data can and can’t be transferred. Two types of Data can be from Sage Intacct to QuickBooks. Let’s take a look at what can be transferred:

Transferred Data to QuickBooks

Transfer Master Records

When it comes to transferring data, all the below-mentioned data can be easily transferred from one software to another:

CustomersCost
VendorsDescription
Inventory item listUnit of Measure/Preferred Vendor (if applicable)
Assembly ListData & Transition to Asset Account
Quantity on HandIncome Account
Average CostCost of Goods account
Sales Price

Transfer Open Transactions

Open Transactions Transfer is a generic term to state all the data that includes some type of transaction. All the data that comes under Transfer Open Transactions is mentioned here below:

Chart of AccountsOpen Sales Orders
Balance SheetOpen Purchase Orders
P&L (Profit & Loss)Open Invoices
Open Accounts ReceivableOpen Estimates
Open Accounts Payable

Data Not Converted to QuickBooks

You need to know that there are a few types of data that cannot be converted from Sage Intacct to QuickBooks. These are-

  • Invoice format
  • Sales orders
  • Budgets
  • Payroll records
  • Memorized transactions
  • Layouts and attachments

System Requirements for a Successful Sage Intacct to QuickBooks Data Migration

The minimum requirements of the system for the migration of data from Sage Intacct data to QuickBooks are explained followed:

Operating System
1 Operating System

Any one window from any of the three windows i.e Window 8, Window 10, Window 11.

Operating System
2 Memory (RAM)

Minimum required Random Access Memory is 512 MB.

Microsoft .NET Framework
3 Microsoft .NET Framework

Minimum Version 2.0 is the requirement of the system for the data conversion

Processor
4 Processor

Minimum requirement of the processor is 500 MHz Intel Pentium II.

Hard Drive
5 Hard Drive

Minimum required available space in the hard drive is 2.5GB.

QuickBooks Desktop
6 QuickBooks Desktop

Choose any one from four of the QuickBooks Desktop that is QuickBooks Pro, QuickBooks Primer, and QuickBooks Enterprise 16 or higher.

What File Format to Use When Transferred from Sage Intacct to QuickBooks?

This section discusses the types of data that can be transferred, such as customer and vendor information, invoices and payments, sales and purchase orders, and inventory. You can utilize Google Sheets, a CSV file, or an XLSX/XLS file to transfer data from Sage Intacct to QuickBooks Desktop & Online.

Here are some details about the different formats:

  • XLS/XLSX File: XLS is the name of the Microsoft Excel file type used from 1997 to 2003. With Microsoft Excel 2007 and beyond, the XLSX file type is utilized.
  • CSV File: CSV files are a common file format used to store text files containing tabular data. In CSV files, a comma, semicolon, or other special character is used to divide each text field.
  • Google Documents: Google Sheets is a cloud-based spreadsheet created in Google Drive.

Dancing Numbers Checklist: Before Sage Intacct to QuickBooks Data Migration Process

  • Use the features of QuickBooks Online to analyze and match your needs.
  • While the software includes certain advanced features like complex sales ordering, batch transaction processing, advanced inventory, or the average cost for inventory, among others, the QB Online edition has limited features.
  • In QuickBooks Online you can follow strict character limitations. Therefore, change your files right away if they don’t follow the QuickBooks Online naming guidelines.
  • Before converting your company file, you can use QuickBooks Desktop version 2016 or later. Update your information for previous versions and download the latest version.
  • To find out the version of QuickBooks Desktop you are using right now, open the program and use the F2 or Ctrl + 1 keys on your computer. After that, the Product Information Window will be displayed to you. To upgrade QuickBooks Desktop to the latest version, you have to choose Update Now from the Help menu here.
  • Make sure you run your reports and payroll data in advance because the payroll data might not convert automatically.
  • You have 60 days from the date of account creation to use “database conversion services” to convert files from your PC into QB Online accounts. In case you are unable to convert during the first sixty days, you will need to close your QuickBooks Online account and open a new one.
  • You can fix any errors in your QuickBooks Desktop inventory is a must for moving on with the QuickBooks conversion. It will help you from losing data.

Do Sage Intacct to QuickBooks Data Migration with Dancing Numbers

It can be intimidating to convert your ERP system or accounting software. Depending on how long you have been in business, you may have many GB of data, and it’s possible that QuickBooks and your current accounting software don’t work together perfectly. Don’t worry if the QuickBooks converting tools are unclear. Professionals will safely and securely migrate your data, saving you time and headaches

You will have a dedicated conversion consultant working for Dancing Numbers who will evaluate your particular situation, decide which QuickBooks items you’ll require, and collaborate with you to create a phased conversion plan. Also, you have full-time programmers who will take care of your historical data’s export, cleaning, and import. Following the conversion, your team will receive thorough training on the new system, and you will be assisted in setting up productive procedures that let you make the most of your new system.

Swift and Precise

Expertise and Experience

With over a decade of experience and 4500+ successful conversions, our experts ensure a seamless transition.

Swift and Precise

Data Security

Your data’s security is our top priority. We employ state-of-the-art encryption and compliance measures throughout the conversion process.

Swift and Precise

Customized Solutions

Every business is unique. We offer tailored conversion plans to meet your specific needs and workflows.

Smooth Import

Seamless Integration

Enjoy a smooth transition with minimal disruption. We ensure your new QuickBooks system integrates flawlessly with your existing operations.

Smooth Import

Post-Conversion Support

Our commitment doesn’t end with the conversion. We provide comprehensive support to ensure you’re fully satisfied and confident with QuickBooks.

Smooth Import

Certified QuickBooks Migration Experts

Our team holds official QuickBooks certifications, ensuring your migration is in the hands of qualified experts.

INDUSTRY EXPERTS

A Trusted Partner Familiar with Your Business and Industry

Our team of consultants at Dancing Numbers has extensive experience working with numerous businesses across various industries. We specialize in customizing QuickBooks and ERP systems to meet the specific requirements of each industry. Whether you own a small retail store, manage an international manufacturing business, operate a residential construction company, practice law, run a software company, or oversee a rapidly expanding nonprofit organization, we have encountered and successfully addressed similar challenges before. Count on us to provide the assistance you need.

INDUSTRY EXPERTS

In conclusion, our dedicated Sage Intacct to QuickBooks migration specialists, coupled with our full-time programmers, will ensure a smooth and efficient conversion process. Our team’s expertise and commitment to providing comprehensive training and assistance will empower your team to leverage the full potential of your new QuickBooks system. By partnering with us, you can streamline your operations, save valuable time and resources, and gain a competitive edge in your industry.

Connect with An Expert Now!

In order to ensure a trouble-free experience for users, Sage Intacct to QuickBooks Data Conversion services must be flawless and exceptionally secure. For prompt assistance and resolution, contact the QB experts if you encounter any difficulties during this process.

Frequently Asked Questions

Is Sage Intacct or QuickBooks a better program?

The choice between Sage and QuickBooks hinges on your business’s scale and specific requirements. QuickBooks is user-friendly and budget-friendly, making it an excellent choice for small- to medium-sized businesses. It provides basic financial management tools for organizations with uncomplicated financial needs.

On the other hand, Sage Intacct is geared toward mid-sized to larger businesses that need advanced features and greater scalability. It offers comprehensive financial management, detailed reporting, and industry-specific options. The decision between the two depends on the complexity of your company’s financial requirements and the level of functionality needed to handle your finances effectively.

Can you convert from Sage intacct to QuickBooks?

With the help of Dancing Numbers data conversion services, you can securely upload your Sage Intacct file to our secure server to begin your migration process to QuickBooks Online.

When Is the Right Time to Switch from Sage Intacct to QuickBooks?

Switching to QuickBooks may be advantageous in terms of cost savings, user-friendliness, improved integration with existing systems, provided that it fulfills all your necessary business requirements.

How can we Transfer Invoices Between two Accounts in QuickBooks?

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

Will I lose any data during the Conversion Process?

No. At Dancing Numbers, we give great value to customer security. your data is 100% secure with us!

What are the minimum system requirements for converting Sage Intacct to QuickBooks?

QuickBooks Desktop requires a 64-bit Windows operating system and won’t run on 32-bit. Find out how to check if you have 64-bit. 2.5GB of disk space (additional required for data files). Additional software: 60MB for Microsoft .

How long does the Conversion Process Take?

The time duration for conversion depends on data to data. The volume and complexity of your data plays a prime role in deciding the time. The time it takes can range from a few days to several weeks.

Will my Team need Training to use QuickBooks?

Certainly, Training is highly advisable to equip your team with the necessary skills and knowledge to effectively navigate QuickBooks and leverage its full capabilities.

Will Switching to QuickBooks affect my ongoing Business Operations?

To minimize disruptions, schedule the migration during a period with less activity, and make sure that all essential functions are thoroughly tested prior to the complete transition.

Can I import data from Sage Intacct to QuickBooks Online Advanced?

Yes, you can import data from Sage Intacct to QuickBooks Online Advanced. You can import with the help of Dancing Numbers.

Is it possible to convert a Client from Sage Intacct to QBO Advanced?

Yes, you can convert a client from Sage Intacct to QuickBooks Online (QBO) Advanced by:

  • Exporting data from Sage Intacct.
  • Formatting the data to match QBO requirements.
  • Importing the data into QBO.

This may involve using CSV files and ensuring proper alignment of data fields.

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