MyShapeTime Case Study
We helped MyShapeTime move from Microsoft Excel to QuickBooks Online, helping them stay on top of their global ecommerce business.
![data migration from excel to quickbooks online case study](https://images.prismic.io/lazylync/ZrsG_kaF0TcGI4gI_exceltoquickbooksonline.jpeg?auto=format,compress)
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
![bank reconciliation using bank satatement](https://images.prismic.io/lazylync/ZrsWAEaF0TcGI4m2_Screenshot2024-08-13134433.png?auto=format,compress)
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
![accounting data for migration in Excel](https://images.prismic.io/lazylync/ZrsVD0aF0TcGI4md_Screenshot2024-08-13134020.png?auto=format,compress)
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
![quickbooks online data schema rest api](https://images.prismic.io/lazylync/Zi9AP93JpQ5PTOyg_Screenshot2024-04-29120620.png?auto=format,compress)
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
![quickbooks online reports for data validation](https://images.prismic.io/lazylync/Zi8-w93JpQ5PTOyV_reportsqbocropped.png?auto=format,compress)
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.
![myshapetime logo upscaled](https://images.prismic.io/lazylync/Zj31n0FLKBtrWxnU_myshapetimelogo-1-.jpg?auto=format%2Ccompress&rect=0%2C0%2C530%2C530&w=500&h=500)