By Hugh O. Stewart During a Sage Intacct implementation, most VARs only offer some form of Trial Balance Migration, which may load a single Trial Balance or may involve migrating net monthly summary balances from your legacy accounting system into…
By Hugh O. Stewart Accounting data migration is often described as one of the riskiest parts of an ERP transition. You’ll hear warnings about corrupted data, mismatched reports, and go-live delays from most Sage Intacct VARs and implementation guides. Because…
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…
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…
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…
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…
“I think it’s 100% the thing to do, to have all of your data in one place, accessible in one system, and to do so with the relative ease that it takes to get it there; I can’t imagine doing it any other way. It was so easy, and Hugh really just made it so seamless.”