AcctTwo Blog

Data Conversion and Integration Tips & Tricks for the Accountant

September 19, 2018
Posted by: Kate Johnson

Category: Sage Intacct, Software, Accounting

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We recently sat down with Sarah Pond, one of our skilled Implementation Consultants at Leap the Pond, and she gave us her top data conversion and integration tips and tricks. In our webinar, available on-demand here, Sarah covers:

  1. How to Analyze Data
  2. How to Create a Plan
  3. How to Identify Areas of Risk and Potential Mediation Options
  4. Testing Best Practices
  5. Excel Workbook and Formula Tips & Tricks


How to Analyze Data

On our recorded webinar, Sarah goes into detail covering her tips on how to analyze data. She gives advice on the number of databases and systems, accessing the information you need, how to deal with inherited problems, and difference in old and new systems – for example, what happens to class categorization in QuickBooks legacy system when integrated into Sage Intacct.

How to Create a Plan

Creating a plan is one of the most integral elements of a successful integration. It helps you stay organized and identify key information that you’ll need throughout the project. Tracking your status step-by-step is vital to your success.

How to Identify Areas of Risk and Potential Mediation Options

Having a phased approach when doing a quick implementation or implementing a new module can help you identify areas of risk and potential mediation options.

Testing Best Practices

Sarah covers the importance of testing and having comparative reports, entity testing tips, and why it is important to save validation files and import files.

Excel Workbook and Formula Tips & Tricks

In this interactive section of our on-demand webinar, Sarah walks through data cleanup, formatting issues, the three tab approach of importing data, and index/match v. Vlookup.

Watch our on-demand webinar for more information >

Implementation Guide to Success

For more information on implementation tips and tricks, check out our Implementation Guide to Success video and eBook! In our short video and eBook you will learn how to assemble your dream team, how to create a marketing/communications plan (yes, accountants can do that), how to set realistic goals and expectations for the team, try not to make it more complicated than it needs to be, and the importance of testing and training. Click here to learn more >

About Sarah Pond, Implementation Consultant at Leap the Pond

Sarah has more than seven years of accounting and accounting software implementation experience. Before joining Leap the Pond, Sarah assisted the controller of a leading designer and manufacturer of racing shells and then served as a staff accountant for the nation’s leading staffing agency for digital creative and technology talent.

Sarah received a B.A. in Accounting from Liberty University after transferring from University of Tulsa where she was on the Women’s Rowing Team.