Transitioning from Sage Intacct to QuickBooks (Desktop or Online) is hassle-free with Numerawise Solutions’ Data Conversion Services. Experience the advantage of working with a dedicated expert who brings industry insights, comprehensive training, regular follow-ups, and more. Our team is committed to facilitating a seamless migration process, allowing you to concentrate on your business while we manage the intricacies of data transfer.
To ensure a smooth transition from Sage Intacct to QuickBooks Online, thorough planning and preparation are crucial. This includes data backup, security measures, and the correct setup of your QuickBooks Online account to minimize disruptions to business operations.
Strategic Planning
Before initiating the migration, it’s essential to outline your business needs, define clear migration goals, allocate resources, and develop a comprehensive timeline to facilitate a seamless transition.
Defining Business Needs and Migration Objectives:
Supporting Your Business During the Transition
If you plan to manage the migration internally, providing support and guidance to your team is crucial. Despite QuickBooks Online’s user-friendly nature, consider sharing valuable resources such as:
Migration Process Overview
A well-defined chronological sequence is essential in the migration process. Without complex factors like taxation or inventory management, the timeline may be as short as 2-3 weeks. However, an increase in the number of modules or data sections could extend this to 13-16 weeks.
Before migration, ensure comprehensive data is exported from Sage Intacct to protect financial information from potential loss. Store this data both locally and on a secure cloud server for redundancy and to safeguard sensitive information.
Key Considerations for Migration:
1. Feature Set Differences:
Sage Intacct excels in multi-entity management and dimensional accounting. During the migration, explore how to replicate these functionalities in QuickBooks Online using its class and location tracking features to ensure robust financial reporting.
2. Data Structure Adjustments:
Transitioning from Sage Intacct’s dimensional chart of accounts to QuickBooks Online’s traditional structure will require flattening your accounts. Additionally, custom fields in Sage Intacct may not have direct equivalents in QuickBooks Online, so plan to capture this data using available custom fields or consider third-party apps for enhanced functionality.
3. Reporting Variances:
Reports like cash flow forecasts and budget vs. actuals from Sage Intacct can be recreated in QuickBooks Online or through tools like Fathom and Qvinci.
4. Integration Analysis:
Evaluate existing Sage Intacct integrations and explore similar options within QuickBooks Online. If needed, consider alternatives or custom solutions.
5. User Permissions Mapping:
Align current user roles with QuickBooks Online’s permissions to ensure proper access and functionality.
6. Historical Data Volume Assessment:
Assess the amount of historical data for migration, keeping in mind QuickBooks Online’s transaction limits for optimal performance.
7. User Training Program
Develop a comprehensive training program to facilitate a smooth transition for users moving from Sage Intacct to QuickBooks Online.
Select the appropriate QuickBooks Online plan—Simple Start, Essentials, Plus, or Advanced—based on your business needs, budget, and growth projections to ensure optimal functionality. Consider including QuickBooks Desktop options, such as Pro, Premier, and Enterprise, for additional features like advanced reporting and inventory management that cater to various business sizes.
Version Specificity:
Keep in mind that the data you can import into QuickBooks Online will be limited; only certain versions support advanced features like multi-currency, classes, and payroll data migration, which requires an active QuickBooks Payroll subscription.
Once you’ve selected the right plan, customize your QuickBooks Online settings by tailoring the chart of accounts, customer and vendor lists, employee information, inventory, tax configurations, and user preferences for optimal functionality. Clients can also create custom fields in QuickBooks Online to align the system with their unique business needs and data tracking requirements.
Data Extraction
To facilitate the transition to QuickBooks Online, begin by extracting the necessary data from Sage Intacct, including customer records, vendor details, invoices, and payment histories. This data should be exported in CSV or Excel formats to ensure compatibility with QuickBooks Online.
Utilize Sage Intacct’s Report Writer feature to export essential reports. This tool allows for the creation of customizable reports tailored to your specific requirements, with multiple export options available, including PDF, Excel, and CSV formats.
Advantages of Using Report Writer:
Types of Reports Exportable via Report Writer:
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