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Why Data Mapping Should Come Before Configuration in Sage Intacct...

By Hugh O. Stewart  Sage Intacct’s greatest strength is also its biggest challenge: it can be configured hundreds of different ways. Its flexibility is what makes the system so powerful — but that same flexibility makes it incredibly easy to…

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8 Reasons to Migrate Your Historical Data from Your Legacy Accounting System

By Hugh O. Stewart Picture this: You’re two weeks away from your Sage Intacct go-live (cutover) date, and your implementation manager hands you a template for Transaction Account Balances. “Close your books in the legacy system and bring over the…

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How Historical Data Migration Made Coppermine Capital’s Sage Intacct...

Coppermine Capital, a family office and private investment firm, needed a modern financial system that could handle their complex reporting and intercompany transactions. When the team decided to move from QuickBooks to Sage Intacct, they wanted to bring 10 years…

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The 10-Step Accounting Data Migration Process That Gets It Right The First Time

By Hugh O. Stewart The typical approach to migrating accounting data from a legacy system to a new system such as Sage Intacct follows a three-step process known as ETL: extract, transform, and load. However, this process has several fundamental…

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Recent Posts

  • How to Upgrade to Multi-Entity Accounting Software From a Single-Entity Legacy Platform
  • Data Cleaning Best Practices Before (and During) an Accounting Software Migration
  • Green Machine Maintains Business Continuity with 19-Year Subledger Migration from QuickBooks to Sage Intacct
  • How Platform Transition’s Modular Go-Live Approach Keeps Your Implementation On Schedule
  • Best Practices for Data Migration Validation in ERP Transitions

Topic Areas

Accounting Aviation Commercial Real Estate Construction Consulting Counseling Dynamics SL Education Foundations Furniture Manufacturer Great Plains Health MAS 200 MDCS NetSuite Nonprofit QBD QBO Sage 100 Sage Intacct Sage Intacct Referral SIAP SIAP Referral SSCP VAR VAR Referral


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We reduce about 80% of a customer’s workload when migrating historical data.