Switch My Books

Moving from Sage Intacct to Sage with Switch My Books

Switch My Books makes the switch simple and stress-free. We handle your migration with care, making sure all your financial data moves over safely and accurately. Let us help you tap into Sage’s powerful tools to boost your business’s growth and streamline your operations.

Sage Intacct to Sage
Why Choose a Sage Migration?

Why Move from Sage Intacct to Sage X3?

Your business is growing and so are your needs. While Sage Intacct is a great financial management tool, switching to Sage X3 can give you more power, flexibility, and control as your operations expand. With features designed for larger, more complex businesses like advanced inventory, manufacturing, and multi-location support Sage X3 helps you manage more than just the books.

At Switch My Books, we make the move from Sage Intacct to Sage X3 simple. Our team of experts handles the heavy lifting securely migrating your data, customizing the setup to fit your workflows, and making sure the transition feels smooth and stress-free. We’re here to help you unlock Sage X3’s full potential so your team can work smarter, not harder.

Benefits of Choosing Sage Over Sage Intacct

A Sage Intacct  to Sage migration can deliver significant advantages for businesses seeking efficiency and growth. Here’s why Sage may be the better choice:

Established Reputation

Established Reputation

Sage Intacct is great for financials, but Sage X3 goes further. If your business is expanding, especially across operations like manufacturing, distribution, or inventory management, X3 gives you the tools to manage it all under one roof.

Cost-Effective Pricing

Cost-Effective Pricing

Where Intacct focuses mainly on accounting and financials, Sage X3 is a full ERP. That means you can manage everything from supply chain to production to customer relationships—all in one system.

Industry-Specific Solutions

Industry-Specific Solutions

Sage X3 offers built-in features for industries like manufacturing, food & beverage, pharmaceuticals, and more. It’s not just flexible—it’s purpose-built to help you run your specific kind of business more smoothly.

Intuitive Interface
Intuitive Interface

With Sage X3, you’re not stuck with “one-size-fits-all” processes. You can customize workflows to match how your teams actually work—making things faster, not harder.

Advanced Reporting
Advanced Reporting

Sage X3 delivers deeper insights with real-time dashboards and customizable reporting that go beyond what Intacct offers. That means faster, more confident decision-making backed by better data.

Upgrading doesn’t have to be overwhelming. Our team is here to walk you through every step from assessing your current setup to making the transition smooth and stress-free.

Sage Intacct to Sage : Key Differences

Thinking about switching from Sage Intacct to another Sage product or just comparing the two? Here’s a simple breakdown to help you see where they differ and what might work better for your business.

If your business is growing and wants a clean, cloud-first experience, Intacct is hard to beat. But if you need something with a longer history in manufacturing, inventory, or project-based workflows, other Sage products might still have an edge.

Our Five-Step Migration Process

Switch My Books follows a structured, efficient process to ensure your Sage Intacct to Sage migration is accurate, timely, and tailored to your business needs:

Sage Migration Process

This enhanced process minimizes disruptions, ensures data integrity, and helps your business operate effectively on Sage from day one.

Migrate to Sage

What’s Included in Your Sage Migration.

Our Sage Intacct to Sage migration service covers all critical financial data, ensuring nothing is left behind:

Chart of Accounts

Chart of Accounts

Account structures, codes, and hierarchies from Sage Intacct are fully mapped to Sage.

Customers & Suppliers

Customers & Suppliers

Contact details, addresses, tax settings, and payment terms are transferred accurately.

Invoices & Bills

Invoices & Bills

Historical and open transactions, including line-item details, are moved to Sage.

Payments & Credits
Payments & Credits

Applied and unapplied payments, credits, and refunds are included.

Bank Transactions
Bank Transactions

Historical and reconciled bank data are transferred to maintain continuity.

Journals & Adjustments
Journals & Adjustments

Manual entries and corrections from Sage Intacct are preserved in Sage.

Payroll Data (if applicable)
Payroll Data (if applicable)

Employee profiles, salaries, and tax filings are migrated.

Attachments & Notes
Attachments & Notes

Supporting documents and notes are transferred where supported by Sage.

Why Businesses Trust Switch My Books

With over a decade of experience, Switch My Books is the trusted choice for Sage Intacct to Sage migrations. Here’s what sets us apart:

Proven Expertise

Proven Expertise

Our team of certified accountants and migration specialists ensures a flawless transition to Sage, backed by years of experience.

Customized Approach

Customized Approach

We tailor each migration to your business’s unique needs, ensuring a perfect fit with Sage.

Zero Downtime

Zero Downtime

Our efficient process keeps your business running smoothly during the migration.

Dedicated Support

Dedicated Support

From planning to post-migration, our team provides ongoing assistance to ensure success.

Additional Benefits of Sage

Additional Benefits of Sage

Migrating to Sage offers long-term advantages for your business:

These benefits can drive up to 250% ROI and 65% productivity gains, as reported by businesses using Sage.

Take the Next Step

Don’t let migration concerns hold you back. An Sage Intacct to Sage migration with Switch My Books can unlock up to 250% ROI and 65% productivity gains. Start today with a free consultation and see why thousands trust us for their ERP transitions.

Frequently Asked Questions

Migrating from Sage Intacct to Sage is a significant decision, and we’re here to address your concerns. Below are answers to common questions:

Sage migration FAQ