30% Increase in Operational Efficiency after Migrating from Sage 50 to QuickBooks

The client, owner of a construction company, wanted to switch fromSage 50 US Edition to QuickBooks Online (QBO),. seeking to leverage cloud-based capabilities and integrate various cloud services for enhanced operational efficiency.

Reason for the
Switch

Complex reporting and lack of cloud features in Sage 50; desired integration with other cloud services and a managed IT infrastructure.

Outcome of the
Switch

Successful migration to QBO with integrated cloud services; client satisfaction with the new system and ongoing support.

4

Years of
Historical
data

Data Span

2

Months

Turnaround Time

Seafood
business

 

Client’s Industry

Sage 50 US to
QuickBooks
Online

 

Migration

e1

Data Extraction

  • Extracted data from Sage 50 to Excel.
  • Assigned unique IDs to transactions for QBO compatibility.
  • Segregated costs into classes for detailed tracking.
e3

Data Transformation

  • Cleaned and prepared data for QBO format.
  • Mapped accounts and formatted data using proprietary software.
  • Set up tasks and classes for granular data analysis.

Data Upload

  • Imported data into Dancing Numbers, our proprietary migration app..
  • Ensured correct schema alignment for QBO.
  • Uploaded data to QBO through Dancing Numbers.
e2

Data Validation

  • Verified account balances for accuracy.
  • Confirmed correct migration of outstanding balances.
  • Backed up company file for data security.
e4

Data Extraction

  • Extracted data from Sage 50 to Excel.
  • Assigned unique IDs to transactions for QBO compatibility.
  • Segregated costs into classes for detailed tracking.

Data Transformation

  • Cleaned and prepared data for QBO format.
  • Mapped accounts and formatted data using proprietary software.
  • Set up tasks and classes for granular data analysis.

Data Upload

  • Imported data into Dancing Numbers, our proprietary migration app..
  • Ensured correct schema alignment for QBO.
  • Uploaded data to QBO through Dancing Numbers.
Image4

Data Validation

  • Verified account balances for accuracy.
  • Confirmed correct migration of outstanding balances.
  • Backed up company file for data security.

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