200% Boost in Collaboration by Switching from QuickBooks Enterprise to QuickBooks Online
Project
Overview
We migrated 15 years of accounting data – 2,50,000+ transactions, 800 different types of medical services and supplies, from QuickBooks Desktop to QuickBooks Online.
Reason for the
Switch
The client wanted to move to a cloud-based accounting system to enable remote access for their accountants and consultants, improving collaboration and operational efficiency.
Outcome of the
Switch
The migration to QuickBooks Online allowed the client to grant secure access to their financial data to authorized personnel, regardless of their physical location, streamlining operations and enabling real-time decision-making.
15
Years
Data Span
8
Weeks
Turnaround Time
Healthcare
client’s Industry
QuickBooks Desktop
to QuickBooks
Online
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 QuickBooks Desktop.
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 QuickBooks Desktop.
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.
Thank
You Very
Much !
+1-800-596-0806