• The Simplified Sub-Ledger Migration Process

    Migrate your historical data from QuickBooks® into Sage Intacct's AP and AR sub-ledgers.

  • This is one of our most exciting new developments to date! Now you can migrate virtually all of your historical data from QuickBooks® Desktop into the AP and AR sub-ledgers of Sage Intacct®. This unique process allows for a few revolutionary benefits our space has not experienced before in a standard offering!

    Key Benefits:

    • All of a company's historical data populating the AP and AR sub-ledgers and General ledger, allowing for better reporting across multiple modules in Sage Intacct®.
    • The company can now retire its legacy system with more confidence; no longer needing to keep access to the legacy software for reference.
    • The process is designed for the client company to interact with its accounting data as if it has been operating within Sage Intacct® for the entire active migration period. (currently for QuickBooks Desktop, Pro, Premier, Enterprise or Online; NetSuite and MAS 90 only)

    System Requirements:
    Sage Intacct Instance, Ability to export appropriate reports from legacy system

    Paid Service


    Platform Transition (PT) is a professional migration services company, previously known as The Financial CoPilot (FCP), originally founded in 2005.

    Platform Transition started its relationship with Sage Intacct in 2014 as a customer when PT had searched for a better financial management and accounting system to the 13 QuickBooks Online instances it had been managing for one of its affiliated companies. PT became a Sage Intacct Accountant Partner that year, and through its implementation experience, developed The Multi-Dimensional Data Conversion Solution™ (MDCS).

    MDCS was the first commercially available data conversion solution that functioned in a Multi-Entity environment. PT began serving the Sage Intacct Accountant Partner channel in mid-2014, became the preferred data migration subcontractor for Sage Intacct in early 2015, and became a Sage Intacct Marketplace Partner in early 2016.

    The rebranding of the company as Platform Transition in 2018 seeks to focus on their continued expansion of services of transition processes to Sage Intacct, not only with detailed historical GL and sub-ledger data migration but a growing number of data modules in Sage Intacct.

    Phone: (910) 221-4567
    Website: http://platformtransition.com
    Year Founded: 2005
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