{"id":719,"date":"2021-01-06T14:15:03","date_gmt":"2021-01-06T14:15:03","guid":{"rendered":"http:\/\/velaninfo.com\/resources\/?post_type=casestudies&p=719"},"modified":"2024-06-03T13:52:47","modified_gmt":"2024-06-03T13:52:47","slug":"migration-from-sage-to-quickbooks","status":"publish","type":"casestudies","link":"https:\/\/www.velaninfo.com\/rs\/casestudies\/migration-from-sage-to-quickbooks\/","title":{"rendered":"Velan Accounting Team Assists A 3-Decade Old Service Company with Migration From Sage to Quickbooks, Cleaning up AP\/AR, Streamlining Payroll and Restructuring Workflow."},"content":{"rendered":"

Process:<\/span><\/b><\/h3>\n

Change in management of a 3-decade old leading residential inspection company in the east coast with a nationwide presence impacted their accounting activities, Payroll and required them to reengineer their financial processes. \u00a0<\/span><\/p>\n

Challenges:<\/strong><\/h3>\n
    \n
  1. Integration of Bill.com with Sage Intacct and QuickBooks and to clear the humungous integration errors in bill.com in a short period of time.<\/li>\n
  2. To migrate the accounting system from Sage Intacct to online QuickBooks software in a tight time frame.<\/li>\n
  3. Presence of many disputed accounts payable and accounts receivable transactions<\/li>\n
  4. Complex and undocumented payroll and commission calculation processes<\/li>\n
  5. Existing processes and reports not assisting the management to make financial decisions and to achieve strategic goals of the company<\/li>\n
  6. Inefficient workflow resulting in less productivity.<\/li>\n<\/ol>\n

    Solutions:<\/strong><\/h3>\n
      \n
    1. Velan accounting team with their experience in various accounting platforms and integration skills investigated and fixed the bill.com integration errors.<\/li>\n
    2. Velan accounting team migrated the books to a new accounting software within the limited time frame to improve the efficiency of the system.<\/li>\n
    3. The accounts receivable and payable were managed proactively and the disputes were resolved to meet the client\u2019s operational goals.<\/li>\n
    4. Velan accounting team assisted the client to streamline the work schedules, payroll and commission calculations.<\/li>\n
    5. Velan accounting team interacted with the key resources of the client, analyzed the existing workflow, documented and replaced them with efficient processes.<\/li>\n<\/ol>\n

      Client Talk:<\/h3>\n

      \u201cIt has been a pleasure to work with you and I appreciate your professionalism, dedication and all of your hard work.\u201d<\/em><\/p>\n

      <\/h3>\n","protected":false},"excerpt":{"rendered":"

      Process: Change in management of a 3-decade old leading residential inspection company in the east coast with a nationwide presence impacted their accounting activities, Payroll and required them to reengineer their financial processes. \u00a0 Challenges: Integration of Bill.com with Sage Intacct and QuickBooks and to clear the humungous integration errors in bill.com in a short… Continue Reading \"Continue<\/a><\/p>\n","protected":false},"author":9,"featured_media":2320,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-719","casestudies","type-casestudies","status-publish","has-post-thumbnail","hentry","Categories-accounting-services"],"yoast_head":"\nVelan Accounting Team Assists A 3-Decade Old Service Company with Migration From Sage to Quickbooks, Cleaning up AP\/AR, Streamlining Payroll and Restructuring Workflow. - Velan<\/title>\n<meta name=\"description\" content=\"Velan accounting team with their experience in various accounting platforms and integration skills investigated and fixed the bill.com integration errors.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.velaninfo.com\/rs\/casestudies\/migration-from-sage-to-quickbooks\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Velan Accounting Team Assists A 3-Decade Old Service Company with Migration From Sage to Quickbooks, Cleaning up AP\/AR, Streamlining Payroll and Restructuring Workflow.\" \/>\n<meta property=\"og:description\" content=\"Velan accounting team with their experience in various accounting platforms and integration skills investigated and fixed the bill.com integration errors.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.velaninfo.com\/rs\/casestudies\/migration-from-sage-to-quickbooks\/\" \/>\n<meta property=\"og:site_name\" content=\"Velan\" \/>\n<meta property=\"article:modified_time\" content=\"2024-06-03T13:52:47+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.velaninfo.com\/rs\/wp-content\/uploads\/2021\/01\/Sage-to-Quickbooks.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"630\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.velaninfo.com\\\/rs\\\/casestudies\\\/migration-from-sage-to-quickbooks\\\/\",\"url\":\"https:\\\/\\\/www.velaninfo.com\\\/rs\\\/casestudies\\\/migration-from-sage-to-quickbooks\\\/\",\"name\":\"Velan Accounting Team Assists A 3-Decade Old Service Company with Migration From Sage to Quickbooks, Cleaning up AP\\\/AR, Streamlining Payroll and Restructuring Workflow. - Velan\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.velaninfo.com\\\/rs\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.velaninfo.com\\\/rs\\\/casestudies\\\/migration-from-sage-to-quickbooks\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.velaninfo.com\\\/rs\\\/casestudies\\\/migration-from-sage-to-quickbooks\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.velaninfo.com\\\/rs\\\/wp-content\\\/uploads\\\/2021\\\/01\\\/Sage-to-Quickbooks.jpg\",\"datePublished\":\"2021-01-06T14:15:03+00:00\",\"dateModified\":\"2024-06-03T13:52:47+00:00\",\"description\":\"Velan accounting team with their experience in various accounting platforms and integration skills investigated and fixed the bill.com integration errors.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.velaninfo.com\\\/rs\\\/casestudies\\\/migration-from-sage-to-quickbooks\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.velaninfo.com\\\/rs\\\/casestudies\\\/migration-from-sage-to-quickbooks\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.velaninfo.com\\\/rs\\\/casestudies\\\/migration-from-sage-to-quickbooks\\\/#primaryimage\",\"url\":\"https:\\\/\\\/www.velaninfo.com\\\/rs\\\/wp-content\\\/uploads\\\/2021\\\/01\\\/Sage-to-Quickbooks.jpg\",\"contentUrl\":\"https:\\\/\\\/www.velaninfo.com\\\/rs\\\/wp-content\\\/uploads\\\/2021\\\/01\\\/Sage-to-Quickbooks.jpg\",\"width\":1200,\"height\":630,\"caption\":\"Sage to Quickbooks\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.velaninfo.com\\\/rs\\\/casestudies\\\/migration-from-sage-to-quickbooks\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.velaninfo.com\\\/rs\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Case Studies\",\"item\":\"https:\\\/\\\/www.velaninfo.com\\\/rs\\\/casestudies\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Velan Accounting Team Assists A 3-Decade Old Service Company with Migration From Sage to Quickbooks, Cleaning up AP\\\/AR, Streamlining Payroll and Restructuring Workflow.\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.velaninfo.com\\\/rs\\\/#website\",\"url\":\"https:\\\/\\\/www.velaninfo.com\\\/rs\\\/\",\"name\":\"Velan\",\"description\":\"Velaninfo Services India Pvt Ltd\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.velaninfo.com\\\/rs\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Velan Accounting Team Assists A 3-Decade Old Service Company with Migration From Sage to Quickbooks, Cleaning up AP\/AR, Streamlining Payroll and Restructuring Workflow. - Velan","description":"Velan accounting team with their experience in various accounting platforms and integration skills investigated and fixed the bill.com integration errors.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.velaninfo.com\/rs\/casestudies\/migration-from-sage-to-quickbooks\/","og_locale":"en_US","og_type":"article","og_title":"Velan Accounting Team Assists A 3-Decade Old Service Company with Migration From Sage to Quickbooks, Cleaning up AP\/AR, Streamlining Payroll and Restructuring Workflow.","og_description":"Velan accounting team with their experience in various accounting platforms and integration skills investigated and fixed the bill.com integration errors.","og_url":"https:\/\/www.velaninfo.com\/rs\/casestudies\/migration-from-sage-to-quickbooks\/","og_site_name":"Velan","article_modified_time":"2024-06-03T13:52:47+00:00","og_image":[{"width":1200,"height":630,"url":"https:\/\/www.velaninfo.com\/rs\/wp-content\/uploads\/2021\/01\/Sage-to-Quickbooks.jpg","type":"image\/jpeg"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.velaninfo.com\/rs\/casestudies\/migration-from-sage-to-quickbooks\/","url":"https:\/\/www.velaninfo.com\/rs\/casestudies\/migration-from-sage-to-quickbooks\/","name":"Velan Accounting Team Assists A 3-Decade Old Service Company with Migration From Sage to Quickbooks, Cleaning up AP\/AR, Streamlining Payroll and Restructuring Workflow. - Velan","isPartOf":{"@id":"https:\/\/www.velaninfo.com\/rs\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.velaninfo.com\/rs\/casestudies\/migration-from-sage-to-quickbooks\/#primaryimage"},"image":{"@id":"https:\/\/www.velaninfo.com\/rs\/casestudies\/migration-from-sage-to-quickbooks\/#primaryimage"},"thumbnailUrl":"https:\/\/www.velaninfo.com\/rs\/wp-content\/uploads\/2021\/01\/Sage-to-Quickbooks.jpg","datePublished":"2021-01-06T14:15:03+00:00","dateModified":"2024-06-03T13:52:47+00:00","description":"Velan accounting team with their experience in various accounting platforms and integration skills investigated and fixed the bill.com integration errors.","breadcrumb":{"@id":"https:\/\/www.velaninfo.com\/rs\/casestudies\/migration-from-sage-to-quickbooks\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.velaninfo.com\/rs\/casestudies\/migration-from-sage-to-quickbooks\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.velaninfo.com\/rs\/casestudies\/migration-from-sage-to-quickbooks\/#primaryimage","url":"https:\/\/www.velaninfo.com\/rs\/wp-content\/uploads\/2021\/01\/Sage-to-Quickbooks.jpg","contentUrl":"https:\/\/www.velaninfo.com\/rs\/wp-content\/uploads\/2021\/01\/Sage-to-Quickbooks.jpg","width":1200,"height":630,"caption":"Sage to Quickbooks"},{"@type":"BreadcrumbList","@id":"https:\/\/www.velaninfo.com\/rs\/casestudies\/migration-from-sage-to-quickbooks\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.velaninfo.com\/rs\/"},{"@type":"ListItem","position":2,"name":"Case Studies","item":"https:\/\/www.velaninfo.com\/rs\/casestudies\/"},{"@type":"ListItem","position":3,"name":"Velan Accounting Team Assists A 3-Decade Old Service Company with Migration From Sage to Quickbooks, Cleaning up AP\/AR, Streamlining Payroll and Restructuring Workflow."}]},{"@type":"WebSite","@id":"https:\/\/www.velaninfo.com\/rs\/#website","url":"https:\/\/www.velaninfo.com\/rs\/","name":"Velan","description":"Velaninfo Services India Pvt Ltd","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.velaninfo.com\/rs\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/www.velaninfo.com\/rs\/wp-json\/wp\/v2\/casestudies\/719","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.velaninfo.com\/rs\/wp-json\/wp\/v2\/casestudies"}],"about":[{"href":"https:\/\/www.velaninfo.com\/rs\/wp-json\/wp\/v2\/types\/casestudies"}],"author":[{"embeddable":true,"href":"https:\/\/www.velaninfo.com\/rs\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/www.velaninfo.com\/rs\/wp-json\/wp\/v2\/comments?post=719"}],"version-history":[{"count":7,"href":"https:\/\/www.velaninfo.com\/rs\/wp-json\/wp\/v2\/casestudies\/719\/revisions"}],"predecessor-version":[{"id":726,"href":"https:\/\/www.velaninfo.com\/rs\/wp-json\/wp\/v2\/casestudies\/719\/revisions\/726"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.velaninfo.com\/rs\/wp-json\/wp\/v2\/media\/2320"}],"wp:attachment":[{"href":"https:\/\/www.velaninfo.com\/rs\/wp-json\/wp\/v2\/media?parent=719"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}