SALES INTACCT ADVISORY

Migration Assistant simplifies onboarding new clients

Accelerate the process of bringing new clients onto Sage Intacct using our new Migration Assistant. The initial release allows Sage Intacct Advisory partners to efficiently and accurately transfer a client's existing data from QuickBooks to Intacct, including chart of account and dimension mapping, data cleansing and deduplication, reconciliation, and historical transaction migration.

Key benefits

Make data Intacct-ready: Structure, map, and prepare legacy data so each migration begins from a stronger foundation.

Accelerate implementation: Reduce manual effort through AI-assisted mapping, migration, validation, and reconciliation workflows.

Go live with confidence: Review what's loaded, resolve exceptions, and reconcile results before sign-off.

Good to know

SIA partners can find additional information and instructions for using Migration Assistant in Highspot.