MyShapeTime Case Study
We helped MyShapeTime move from Microsoft Excel to QuickBooks Online, helping them stay on top of their global ecommerce business.
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
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
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
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
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.
