Article
How to prepare for a QuickBooks to Sage Intacct data import: A step-by-step guide
Feb. 5, 2025
When migrating from QuickBooks to Sage Intacct, many people assume the process is simple. However, importing QuickBooks data to Sage Intacct is far more complex and requires meticulous planning to ensure your data is accurate, clean and aligned with your new system’s structure. This guide breaks down the essential steps, providing strategic insights and highlighting real-world success stories.
Step 1: Understand your system data today
The first step in migrating from QuickBooks to Sage Intacct is developing a thorough understanding of your current financial setup. Without this clarity, critical data or workflows and data structure might be overlooked, causing complications during migration.
Key areas to evaluate
- Reporting requirements: Identify the financial reports you rely on today and those you’ll need in Sage Intacct. Customizing your new system to meet your reporting needs ensures smoother day-to-day operations.
- Data flow and workflows: Map out how your current data flows through your organization. Consider workflows, approval processes and areas where automation could be implemented in Sage Intacct.
- Chart of accounts (COA): Examine your COA structure for granularity and nuances. This is critical as Sage Intacct’s dimensional COA requires a restructured approach.
- Integrations: Review all systems currently integrated with QuickBooks, such as payroll, CRM or inventory software. Determine which integrations you’ll maintain or replace with Sage Intacct-compatible tools.
Case in point: A leading commuter airline, struggled with QuickBooks’ inability to provide granular tracking and real-time insights. By carefully assessing their data needs, they successfully transitioned to Sage Intacct, saving over 1,000 hours annually in manual data entry. Learn more about their experience moving from Quickbooks to Sage Intacct.