25% Improvement in Accounting Processes After Moving from Xero to QuickBooks Online
Project
Overview
We migrated 7 years of accounting data— over 120,000 transactions and project-based entries—from Xero to QuickBooks Online for a software development firm needing local support.
Reason for the
Switch
The client chose QuickBooks Online due to the lack of local Xero experts and the abundance of QuickBooks ProAdvisors.
Outcome of the
Switch
The migration to QuickBooks Online provided local support, improved financial management, and better integration with the client’s existing software tools.
8
Years
Data Span
3
Weeks
Turnaround Time
Software Development
client’s Industry
Xero to 8
QuickBooks
Online
Migration
Data Transformation
- Converted exported data to CSV format for compatibility with QuickBooks Online.
- Prepared data to fit QuickBooks Online’s format requirements and schema.
- Aligned Chart of Accounts with the structure and requirements of the client’s industry.
Data Validation
- Checked and verified account balances to ensure accuracy in financial statements post-migration.
- Ensured correct migration of outstanding balances and historical data, crucial for ongoing projects and billing cycles.
- Secured the company’s data with backups to safeguard against any potential data loss during the migration process.
Data Consolidation
- Exported lists of customers, vendors, project lists, and services.
- Exported invoices, bills, payroll records, project-related transactions, and payment receipts.
- Created and exported key reports for post-migration data validation to ensure data integrity.
Data Upload
- Imported data into Dancing Numbers, our proprietary data migration app, which facilitated mapping to QuickBooks fields.
- Carefully mapped fields from the exported data to the relevant fields in QuickBooks Online, ensuring accurate data placement.
- Uploaded the data into QuickBooks Online using Dancing Numbers, verifying each step to ensure completeness and accuracy.
Data Transformation
- Converted exported data to CSV format for compatibility with QuickBooks Online.
- Prepared data to fit QuickBooks Online’s format requirements and schema.
- Aligned Chart of Accounts with the structure and requirements of the client’s industry.
Data Validation
- Checked and verified account balances to ensure accuracy in financial statements post-migration.
- Ensured correct migration of outstanding balances and historical data, crucial for ongoing projects and billing cycles.
- Secured the company’s data with backups to safeguard against any potential data loss during the migration process.
Data Consolidation
- Exported lists of customers, vendors, project lists, and services.
- Exported invoices, bills, payroll records, project-related transactions, and payment receipts.
- Created and exported key reports for post-migration data validation to ensure data integrity.
Data Upload
- Imported data into Dancing Numbers, our proprietary data migration app, which facilitated mapping to QuickBooks fields.
- Carefully mapped fields from the exported data to the relevant fields in QuickBooks Online, ensuring accurate data placement.
- Uploaded the data into QuickBooks Online using Dancing Numbers, verifying each step to ensure completeness and accuracy.
Thank
You Very
Much !
+1-800-596-0806