Switch Sage Intacct to QuickBooks Online.pdf

Today, we'll explore the essential steps and best practices for a smooth migration between these two powerful accounting platforms. Whether you're seeking enhanced functionality, cost savings, or a more user-friendly interface, this guide will equip you with the knowledge to ensure a successful transition. Let's dive into the process, addressing key considerations, potential challenges, and practical solutions to make your move to QuickBooks Online as seamless as possible.

1. A Lecture Presentation
DancingNumbers- 30 Aug 2024
SWITCH SAGE
INTACCT TO
QUICKBOOKS

2. Switching from Sage Intacct to
QuickBooks Online can bring
significant benefits, such as cost
savings, ease of use, and
scalability.
SWITCH TO QUICKBOOKS

3. Provide a clear roadmap
for switching from Sage
Intacct to QuickBooks
Online (QBO).
OVERVIEW

4. 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.
ASSESS YOUR CURRENT SYSTEM

5. 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.
PLAN THE MIGRATION

6. 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.

7. 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.

8. Replicate Reports:
Recreate essential reports in QBO
using its reporting tools.
Set Up Workflows:
Rebuild any custom workflows and
automations from Sage Intacct.
RECREATE CUSTOM REPORTS
AND WORKFLOWS

9. 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.
TEST AND VALIDATE

10. 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.
TRAINING AND TRANSITION

11. 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.
FINAL STEPS

12. Discuss any concerns or
specific issues related to the
switching process Sage Intacct
to QuickBooks Online.
QUESTIONS AND DISCUSSION

13. We've covered the critical steps
for a smooth transition from Sage
Intacct to QuickBooks Online,
including assessment, planning,
data migration, testing, and
training.
CONCLUSION

14. ARE THERE ANY QUESTIONS?
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