A Lecture Presentation
SWITCH SAGE INTACCT TO QUICKBOOKS
DancingNumbers- 30 Aug 2024
SWITCH TO QUICKBOOKS
Switching from Sage Intacct to QuickBooks Online can bring significant benefits, such as cost savings, ease of use, and scalability.
OVERVIEW
ASSESS YOUR CURRENT SYSTEM
Evaluate Current Usage:
Identify key features and functionalities used in Sage Intacct. Document workflows, customizations, and integrations.
Data Inventory: List all data types (e.g., customers, vendors, transactions). Assess data volume and complexity.
PLAN THE MIGRATION
Define Objectives:
Determine what you aim to achieve with QuickBooks Online.
Create a Migration Plan:
Set timelines and milestones. Assign roles and responsibilities.
Backup Data:
Please make sure all data in Sage Intacct is backed up before starting the migration process.
PREPARE QUICKBOOKS ONLINE
Choose the Right Plan: Select a QuickBooks Online plan that fits your business needs. Set Up Your QBO Account: Create company profile. Configure basic settings (e.g., company information, fiscal year).
Customize QBO: Set up user roles and permissions. Configure chart of accounts.
DATA MIGRATION PROCESS
Export Data from Sage Intacct:
Export data files (e.g., CSV, Excel) for customers, vendors, transactions, etc.
Format Data for Import:
Adjust exported data to match QBO’s import requirements.
Import Data into QBO:
Use QuickBooks’ import tools for customers, vendors, and transactions to import Sage data Intacct to QuickBooks. Verify the accuracy of imported data.
RECREATE CUSTOM REPORTS AND WORKFLOWS
Replicate Reports: Recreate essential reports in QBO using its reporting tools.
Set Up Workflows: Rebuild any custom workflows and automations from Sage Intacct.
TEST AND VALIDATE
Test Data: Verify that all data has been accurately imported and is functioning correctly.
Validate Processes:
Test key processes (e.g., invoicing, expense tracking) to ensure they work as expected.
Address Issues: Identify and resolve any discrepancies or issues during testing.
TRAINING AND TRANSITION
Training for Users: Provide training sessions for employees on how to use QuickBooks Online.
Documentation:
Create and distribute user guides and FAQs.
Support: Set up a support system for users during the transition phase.
FINAL STEPS
Go Live: Officially switch to QuickBooks Online and discontinue use of Sage Intacct.
Monitor Performance: Regularly check system performance and user feedback.
Continuous Improvement: Make necessary adjustments based on feedback and evolving business needs.
QUESTIONS AND DISCUSSION
Discuss any concerns or specific issues related to the switching process Sage Intacct to QuickBooks Online.
CONCLUSION
We've covered the critical steps for a smooth transition from Sage Intacct to QuickBooks Online, including assessment, planning, data migration, testing, and training.