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Insights

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…

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Insights

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…

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Insights

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…

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Insights

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…

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Insights

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,…

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Insights

6 Critical Success Factors for Sage Intacct Implementations

By Hugh O. Stewart   If you’re a CFO preparing for a Sage Intacct implementation, you might be wondering how quickly you can get up and running in your new system. Sage claims that Sage Intacct can be deployed with minimal…

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Insights

How BAPKO Metal Inc. Improved Reporting Flexibility by Migrating Historical...

BAPKO Metal Inc. is a self-performing contractor specializing in miscellaneous steel and architectural metal fabrication and installation. After many years of managing their finances in Sage 300 CRE, they decided to switch to Sage Intacct Construction. The rigid reports within…

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Insights

A Comprehensive Guide to Transactional Data Mapping for Accounting Data...

By Hugh O. Stewart  Transactional data mapping is one of the most critical steps during an accounting software application migration. When moving from legacy accounting software to modern accounting systems like Sage Intacct, you can’t just export data into a…

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Insights

GL Detail Migration vs. Subledger Rebuild: Which Historical Data Migration...

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…

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Insights

8 Data Migration Challenges That Derail Sage Intacct Implementations — And...

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…

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