{"id":1936,"date":"2024-04-11T11:18:57","date_gmt":"2024-04-11T11:18:57","guid":{"rendered":"https:\/\/www.velan-bookkeeping.com\/blog\/?post_type=case_study&#038;p=1936"},"modified":"2026-01-05T10:41:24","modified_gmt":"2026-01-05T10:41:24","slug":"velan-accounting-team-sage-to-quickbooks-migration-for-service-firm","status":"publish","type":"case_study","link":"https:\/\/www.velan-bookkeeping.com\/blog\/case-studies\/velan-accounting-team-sage-to-quickbooks-migration-for-service-firm\/","title":{"rendered":"Velan Accounting Team assists a three-decade-old service company in migrating from Sage to QuickBooks, cleaning up AP\/AR, streamlining payroll, and restructuring workflow."},"content":{"rendered":"<p><strong>PROCESS:<\/strong><br \/>\nA 3-decade-old house inspection company with a statewide presence needed to re-engineer its financial processes due to management changes.<\/p>\n<p><strong>CHALLENGES:<\/strong><\/p>\n<p>Integrate Bill.com with<a href=\"https:\/\/www.velan-bookkeeping.com\/blog\/what-is-sage-intacct\/\"><strong> Sage Intacct<\/strong> <\/a>and <a href=\"https:\/\/www.velan-bookkeeping.com\/quickbooks-bookkeeping\"><strong>QuickBooks,<\/strong><\/a> and resolve integration errors quickly.<br \/>\nTo transfer the accounting system from Sage Intacct to online QuickBooks software within a limited time frame.<br \/>\nThere are many disputed accounts payable and receivable transactions.<br \/>\nComplicated and undocumented payroll and commission computation processes<br \/>\nExisting processes and reporting are not aiding management in making financial choices and meeting the company&#8217;s strategic goals.<br \/>\nInefficient workflow results in lower productivity.<\/p>\n<p><strong>SOLUTIONS:<\/strong><\/p>\n<p>Velan&#8217;s accounting team, which has experience with multiple accounting platforms and integration skills, researched and resolved the <a href=\"https:\/\/www.velan-bookkeeping.com\/blog\/what-is-bill-com\/\"><strong>bill.com<\/strong><\/a> integration difficulties.<br \/>\nTo increase the system&#8217;s efficiency, the Velan accounting team transferred the books to new accounting software within a short time frame.<br \/>\nAccounts receivable and payable were managed proactively, and conflicts were addressed to fulfil the client&#8217;s operating objectives.<br \/>\nThe Velan accounting team helped the customer streamline work schedules, payroll, and commission calculations.<br \/>\nThe Velan accounting team worked with the client&#8217;s key personnel to examine the existing workflow, document it, and replace it with more efficient methods.<\/p>\n<p><strong>CLIENT TALK:<\/strong><\/p>\n<p>&#8220;It has been a pleasure to work with you and I appreciate your professionalism, dedication and all of your hard work.&#8221;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Velan Accounting Team assists a reputable service 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