Why Accounting Data Migration Looks Easy Until You Try It
By Hugh O. Stewart
A common misconception in the ERP implementation industry is that data migration is a simple data transfer exercise. Take data out of the legacy system, fill out a bunch of templates, and import data into the…
How to Plan a Seamless QuickBooks to Sage Intacct Migration
By Hugh O. Stewart
Most companies think a QuickBooks to Sage Intacct migration starts with configuration. In reality, the migration starts with understanding your existing data and reporting needs. The most successful migrations to Sage Intacct from QuickBooks begin with a…
How to Migrate Construction Accounting Data While Preserving Job Cost Reporting
By Hugh O. Stewart
Construction accounting migrations introduce a level of complexity that makes them significantly more challenging than most other ERP migrations. In most industries, a migration only needs to satisfy one primary audience: the accounting and finance team.
How to Choose a Sage Intacct VAR
By Hugh O. Stewart
Choosing a Sage Intacct Value Added Reseller (VAR) is one of the most important decisions you can make during a digital transformation project. VARs are third-party organizations that handle implementation, customization, integrations, and support for new…
How Sage Intacct Dimensions Transform Financial Reporting and Analysis
By Hugh O. Stewart
One of the biggest differences between a legacy accounting system like QuickBooks and a dimensional accounting platform like Sage Intacct comes down to where the structure for categorizing and tracking each transaction lives: In many legacy…
How to Upgrade to Multi-Entity Accounting Software From a Single-Entity Legacy...
By Hugh O. Stewart
If you operate with a multi-entity structure using legacy accounting software designed for a single-entity structure, you lose a significant amount of time manually entering duplicate transactions between instances, performing difficult reconciliations and consolidations, and resolving the inevitable…
Data Cleaning Best Practices Before (and During) an Accounting Software...
By Hugh O. Stewart
If you’re planning an accounting software migration, you’ve probably gotten mixed advice about data cleanup. Some of the data cleanup tasks finance leaders are tempted to perform before a migration include: Tidying up your active and inactive master lists to reflect…
Green Machine Maintains Business Continuity with 19-Year Subledger Migration...
Green Machine® is a privately owned, American manufacturer of innovative recycling and solid waste processing equipment and systems. From 2006 to 2025, the company used QuickBooks Desktop with a significant number of customizations to manage their finances. When maintaining a…
How Platform Transition’s Modular Go-Live Approach Keeps Your Implementation...
By Hugh O. Stewart
During an accounting platform migration from a legacy system like QuickBooks to a cloud-based ERP like Sage Intacct, the standard approach to data migration is to make sure it’s completed before your Go-Live date in the…
Best Practices for Data Migration Validation in ERP Transitions
By Hugh O. Stewart
When migrating accounting transaction data from a legacy system into a cloud-based ERP like Sage Intacct, validation is the mechanism that gives you confidence that the data now living in your new system is complete, accurate…