Sleepsia Case Study
Migrated from Wave accounting to QuickBooks Online so that they tap into the vast ecosystem of ProAdvisors for QuickBooks.
Overview
Sleepsia, a global ecommerce company, outgrew its startup phase and wanted to move to QuickBooks Online with historical data.
Industry
Ecommerce
Time period
5 years
Turnaround time
2 weeks
QuickSwitch® Methodology
In just 4 steps, we migrated 5 years of data from Wave to QuickBooks Online
Data Cleanup
Ensured data accuracy in Wave by reconciling all accounting and doing a thorough audit.
- Reconciled account by matching transaction.
- Removed duplicate and incorrect entries.
- Posted adjusting entries for missing transactions
- Organized chart of accounts as per client's industry.
Data Export
Extracted essential data, including historical data for multiple years, as per client's request.
- Exported transactions including open invoices and credit memos.
- Exported customer, vendor, employee, and items lists.
- Exported key reports for post-migration data validation.
Data Upload
Prepared multiple payloads based on data types to get the data into QuickBooks.
- Generated payloads for each data type.
- Used Python Scripts to programmatically format and upload data.
- Repeated the same for all transactions and items.
Data Validation
Verified data by cross checking corresponding figures and balances between the two solutions.
- 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.
The migration from Wave to QuickBooks Online was seamless and efficient. LazyLync handled everything, from data cleanup to validation, ensuring no detail was overlooked. Highly recommend their QuickSwitch® Methodology for a stress-free data transition.
