QuickBooks to Acumatica
QuickBooks to Acumatica Migration Services
Move beyond accounting software that no longer fits with a migration plan built around your data, reporting, and day-to-day operations.
Milestone helps you evaluate whether Acumatica is the right fit, identify what needs to move, help prepare your data, and guide your team through implementation, testing, training, and go-live.
When It’s Time to Think Beyond QuickBooks
QuickBooks may still handle your accounting, but growing reporting needs, disconnected applications, and additional business requirements can create more work for your finance team.
Month-End Takes More Work
Repeated exports, spreadsheets, and manual reconciliation are needed before finance can trust the numbers.
Reporting Has Moved Outside the System
Reporting across entities, locations, projects, or operations takes too much preparation.
Too Many Systems Need to Be Connected Manually
Separate applications make it harder to connect operational activity with financial results.
More Structure and Controls Are Needed
Growing teams need clearer workflows, approvals, permissions, and accountability.
What Your QuickBooks to Acumatica Migration Includes
A migration involves more than transferring data. Milestone helps define what should move, what needs cleanup, how Acumatica should be configured, and which applications should remain connected. Your project scope determines what is included.
Data to Move to Acumatica
- Opening balances
- Open AR and AP
- Customers and vendors
- Items and inventory records
- Projects and other active operational records
- Agreed historical data
Acumatica Configuration
- Chart of accounts
- Entities and branches
- Departments and account segments
- User roles and permissions
- Approval workflows
- Financial reporting structure
Capabilities & Integrations
- Dashboards and reporting
- Payroll systems
- CRM
- Ecommerce
- Expense systems
- Industry applications
- Other integrations
Historical Data Strategy
We help determine what history should move into Acumatica, what can be summarized, and what should remain available for reference.
QuickBooks to Acumatica Migration Process
- Step 01
Assess the Current Environment
Review files, reports, data quality, and connected apps.
- Step 02
Plan the Acumatica Design
Define entities, accounts, workflows, and user roles.
- Step 03
Prepare and Migrate Data
Clean, map, validate, and move the agreed data.
- Step 04
Test Reports and Processes
Confirm balances, workflows, reports, and integrations.
- Step 05
Train the Team
Prepare users for daily work in Acumatica.
- Step 06
Go Live and Support
Launch with Milestone support for questions and refinements.
What Changes When You Move to Acumatica
The changes depend on your business needs. Acumatica can support financial management on its own or connect financials with inventory, projects, distribution, and other operations as your requirements grow.
Connected Finance and Operations
Start with financial management or connect inventory, projects, sales, and purchasing based on your needs.
Reporting and Dashboards
Dashboards and reports defined in Acumatica, with fewer recurring exports.
View
Multi-Entity and Locations
Consistent processes and consolidated visibility.
Controls and Approvals
Roles, permissions, and approval paths built in.
Less Manual Work
Reduce duplicate entry, spreadsheet tasks, and manual reporting with connected processes and automation.
A More Connected ERP Foundation
Acumatica supports financial management and can extend into distribution, manufacturing, construction, professional services, and other industry requirements.
Financial Management·Distribution·Manufacturing·Construction·Professional Services
Planning a Move From QuickBooks?
Let’s talk about how you use QuickBooks and your other business applications, what’s working and what isn’t, and whether Acumatica makes sense for your business and budget.
Schedule a Discovery CallWhat We’ll Discuss
- Your business operations and current QuickBooks setup
- Other applications you use and how they connect
- Financial reporting, inventory, and project needs
- Current challenges and what you’d like to improve
- Data migration considerations and your target timeline
- Acumatica fit, budgetary pricing, and scheduling a demo
Common Questions About Moving From QuickBooks
How long does a QuickBooks to Acumatica migration take?
For initial planning, allow approximately 4–6 months, subject to your project scope. The timeline depends on the number of companies, data migration requirements, integrations, business processes, and your team’s availability. Milestone works with your team to establish a realistic schedule during planning.
How much does it cost to move from QuickBooks to Acumatica?
Your overall budget includes the software subscription and implementation services. Implementation costs depend on data migration, configuration, integrations, training, and reporting requirements. Following an initial discovery call, Milestone can help establish a preliminary budget and identify what needs further review.
Can we keep using our existing applications with Acumatica?
You may be able to retain some applications, depending on their integration options and your business requirements. During discovery, Milestone reviews your connected systems and helps determine which should remain separate, connect with Acumatica, or be replaced.
What happens to our historical QuickBooks data?
Not all historical data needs to move into Acumatica. Milestone works with your team to define what should migrate, such as opening balances, open transactions, and customer and vendor records, and how other historical information will remain available for reference. The scope and level of detail are agreed during planning.
Let’s Talk About Your Next System
Considering a move from QuickBooks? We can review your current setup, discuss your requirements and budget, and help determine whether Acumatica is worth evaluating for your business.
Schedule a Discovery Call