Migrate Customers masters from QuickBooks to Sage Intacct

By | June 29, 2020

Greytrix stands out for its Sage Intacct services being an offshore development partner with multi-years of experience in migration, integration, add-ons, and consulting services thus helping Sage Intacct partners and end-users to simplify business operations at a low cost, quick turnaround time, highest quality and with maximum efficiency. Greytrix Sage Intacct development provides a seamless stress-free deployment form old legacy systems with minimum business disruption offering expert support services for your business needs.

We are glad to inform that Greytrix has released GUMU™ Sage CRM – Sage Intacct Integration. We at Greytrix are focused to help the client in successfully implementing the Sage Intacct system through our various successful migration and integration solutions.

In this blog, we would discuss ‘Migrate customers’ in Sage Intacct. We do need to follow the below-mentioned steps in order to migrate customers in Sage Intacct.

Let’s have a quick look into QuickBooks customer master screen which we will migrate into Sage Intacct:

QB Customer Screen
QB Customer Screen

After data migration from QuickBooks, the field value of QuickBooks Customers gets converted with the following mapping:

Customer Mapping
Customer Mapping

Here is the converted Customer masters field from QuickBooks to sage Intacct. Kindly refer to the below screenshot where the Customer masters have been converted as per the mapping mentioned in the above table.

Intacct Customer
Intacct Customer
Intacct Customer Screen
Intacct Customer Screen

In the above-mentioned way, QuickBooks customers are migrated into Sage Intacct.

About Us

Greytrix – a globally recognized and one of the oldest Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix has a wide product range for Sage Intacct – a Sage Business Cloud Solution. This includes migrations from QuickBooks | Sage 50 | Sage 100 | Sage 300 to Sage Intacct. Our unique GUMU™ integrations include Sage Intacct for Sage CRM | Salesforce. We also offer best-in-class Sage Intacct Development Services, Consulting services, integrated apps like POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct to Sage business partners, resellers, and Sage PSG worldwide. Greytrix constantly develops apps, products and addons to enhance user experience. Sage Intacct addons include Sales Commission, AR Lockbox File Processing and Sage CRM integration. Greytrix GUMU™ integration for Sage CRM – Sage Intacct is listed on Sage Intacct Marketplace.

For more information on Sage Business Cloud Services, please contact us at sagecloud@greytrix.com. We will like to hear from you.