25% Cost Reduction Realized After Moving from Sage 300 to QuickBooks Sage 300 toQuickBooksOnline Case Study on Data Migration https://www.dancingnumbers.com/ ProjectOverview We migrated 12 years of accounting data 1,70,000+ transactions, 360 different types of raw materials, and products, from Sage 300 to QuickBooks Online. Reason for theSwitch While content with the current solution, the client desired a cloud based accounting system that would enable them to outsource accounting offshore. Outcome of theSwitch The migration to QuickBooks Online enabled the client to hire an offshore firm and maintain a leaner workforce without sacrificing data collection. 12 Years of Data Data Span 8 Weeks Turnaround Time Automobile Industry Sage 300 toQuickBooksOnline Migration Data Transformation Converted exported data to files in CSV format. Prepared the data to fit QBO’s format requirements. Created chart of accounts based on the structure in Sage 300. Data Validation Checked and verified account balances for accuracy. Ensured the correct migration of outstanding balances and historical data. Secured the company’s data with backups to safeguard against data loss. Data Export Exported lists including customer & vendor lists, services, and items. Exported transactions including invoices, bills, receipts, etc. Generated and exported key reports for post-migration data validation. Data Upload Imported the data into Dancing Numbers, our proprietary data migration app. Mapped the fields on exported data to relevant QuickBooks fields. Uploaded the data to QuickBooks Online using Dancing Numbers. Data Transformation Converted exported data to files in CSV format. Prepared the data to fit QBO’s format requirements. Created chart of accounts based on the structure in Sage 300. Data Validation Checked and verified account balances for accuracy. Ensured the correct migration of outstanding balances and historical data. Secured the company’s data with backups to safeguard against data loss. Data Export Exported lists including customer & vendor lists, services, and items. Exported transactions including invoices, bills, receipts, etc. Generated and exported key reports for post-migration data validation. Data Upload Imported the data into Dancing Numbers, our proprietary data migration app. Mapped the fields on exported data to relevant QuickBooks fields. Uploaded the data to QuickBooks Online using Dancing Numbers. Looking forConsultation ? BOOK YOUR MEETING NOW ! ThankYou VeryMuch !