MyShapeTime Case Study
We helped MyShapeTime move from Microsoft Excel to QuickBooks Online, helping them stay on top of their global ecommerce business.
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Overview
MyShapeTime, a leader in personalized fitness solutions, needed a robust accounting system to support their expanding business and wanted to implement QuickBooks Enterprise for its scalability and features.
Industry
Ecommerce
Time period
2 years
Turnaround time
2 weeks
QuickSwitch® Methodology
We helped MyShapeTime go from a DIY solution that their business had outgrown to QuickBooks Online.
Data Cleanup
Preparing and refining the financial data for migration Key Points:
- Reconciled transactions
- Removed duplicate entries
- Addressed missing entries
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Data Export
Extracting and formatting data for QuickBooks Online import Key Points:
- Organized chart of accounts
- Converted Excel data to CSV format
- Formatted data as per the schema of QuickBooks Online
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Data Upload
Importing the prepared data into QuickBooks Online
- Mapped accounts and items to group transactions
- Prepared payload to import data via QBO API
- Created Python scripts to programmatically upload data
- Uploaded all transactions and items
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Data Validation
Verifying the accuracy and completeness of the migrated data.
- Matched account balances in QuickBooks with the previous accounting system
- Addressed any missing or duplicate transactions that came up during the migration process
- Verified outstanding balances for the customers and vendors using key reports
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Transitioning to QuickBooks Enterprise was pivotal. We needed robust functionality that could grow with us and streamline our complex financial operations, from member subscriptions to multi-location management. The new system not only supports our current scale but also sets us up for future growth.
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