QuickBooks to Sage Intacct Conversion
Our QuickBooks to Sage Intacct migration takes growing finance teams up from QuickBooks into Sage Intacct — chart of accounts restructured into dimensions, history and balances preserved — when you've outgrown QuickBooks' reporting and multi-entity limits.
Free scoping review · Fixed-price quote in 24 hours · No commitment
Why switch
When you've outgrown QuickBooks
QuickBooks is excellent until you hit these ceilings — then Intacct earns its price.
Multi-entity at scale
Consolidating many entities in QuickBooks gets painful. Intacct handles complex multi-entity natively.
Dimensional reporting
Intacct's dimensions deliver reporting depth QuickBooks classes can't match for larger finance teams.
Controls & compliance
Intacct's approval workflows and audit controls suit firms heading toward audit or institutional funding.
What moves across
What transfers to Sage Intacct
We bring history, not just opening balances, so your reports keep working from day one.
- Chart of accounts restructured for dimensions
- Customers, vendors and items
- Open A/R and A/P with aging
- Transaction history at agreed depth
- Multi-entity structure established
- Class/location data mapped to dimensions
- Reconciled opening balances
Platform specifics
QuickBooks-specific details we handle
Particulars of a QuickBooks conversion that off-the-shelf tools miss — handled as standard.
- Classes, locations and projects translated into an Intacct dimension model designed around your reporting
- Multi-entity structure established with each entity reconciled to its QuickBooks source
- History brought at an agreed depth with reconciled opening balances
- Up-front design work reflected in the fixed quote
- Coordination with your Intacct partner on advanced configuration
The process
How a conversion runs
Every job follows the same disciplined path — you always know what happens next.
Free scoping review
You send a backup or read-only access. We tell you exactly what will convert, what won't, and how clean your data is — before any money changes hands.
Fixed-price quote in 24 hours
One written price for the whole job. No hourly meter, no surprise change orders. You approve before we start.
Data extraction
We pull your full ledger — chart of accounts, customers, vendors, items, open balances and transaction history — from your current system.
Mapping & chart of accounts
We map every account, tax code and item to the target system's structure so reports keep meaning the same thing they did before.
Conversion & rebuild
We rebuild the file in the destination software, bringing history across rather than just opening balances, so prior-year comparisons still work.
Reconciliation to the cent
We reconcile the trial balance, A/R and A/P in the new system against your old one. The numbers tie out, or we don't hand it over.
Handover & support
You get a reconciled file, a short walkthrough, and 30 days of email support to answer questions as your team settles in.
Engagement
Fixed-price work. No hourly billing.
You approve one written price before we start. The right tier depends on how much history you bring.
Lists & opening balances
- Chart of accounts, customers, vendors, items
- Open A/R and A/P, trial-balance opening
- Current-year transactions
- Reconciled opening balances
- Email support, 30 days
Full transaction history
- Everything in Essentials
- Multi-year transaction history
- Bank & credit-card reconciliation rebuilt
- Memorised reports re-created
- Side-by-side trial-balance proof
Multi-entity & complex
- Everything in Standard
- Multiple entities / consolidations
- Multi-currency history preserved
- Class / location / department tracking
- Integration & app reconnection guidance
Questions, considered
QuickBooks to Sage Intacct FAQs
How do QuickBooks classes map to Intacct dimensions?
We translate classes, locations and projects into Intacct's dimension model and design the dimension structure with your reporting goals in mind.
Can you set up multiple entities?
Yes. We establish your entity structure in Intacct and reconcile each entity to its QuickBooks source.
Is this a bigger project than a QuickBooks-to-QuickBooks move?
Yes — Intacct is an ERP, so there's design work up front. The fixed quote reflects the full scope before you commit.
Do you implement Intacct too, or just the data?
We focus on accurate data conversion and core setup; we coordinate with your Intacct partner on advanced configuration where needed.
Other conversions
Looking for a different move?
Ready to move your books?
Send us your QuickBooks file or read-only access and we’ll come back within one business day with exactly what converts and a fixed price — no commitment.