Do I need to export my Sage Intacct data before converting to QuickBooks?
No. Sage Intacct lives in the cloud, so our engineers pull the data through access you provide rather than an export you prepare yourself.
No, in most cases you do not need to export anything yourself. Sage Intacct runs in the cloud, so there is no company file on your computer or server to copy. Our engineers handle the extraction as part of our QuickBooks and Sage conversion services, and you can stay out of the export work entirely.
Where does Sage Intacct data live?
Sage 50 and Sage BusinessWorks keep their data in files on hardware you control. Intacct does not. Your lists, transactions, and history sit in the vendor’s cloud, attached to your subscription. A conversion starts with reaching that data, not with locating a file on a drive.
The access we need from you
We typically ask for an Intacct user login that can view the data. Read-only access is usually enough for the extraction. You create the login, you share it with us, and you can disable it once the pull is done. If policy at your organization rules out sharing credentials, there is another route: someone on your side generates exports and sends us the files.
Can you export it yourself instead?
Yes, if you prefer. Some companies hand us files their own team produced, and we can work from those. It is optional, not a requirement. One caution: what the export options give you depends on how your Intacct company is configured, so a manual export can miss pieces. We would rather catch a gap during the review than after the conversion.
What carries into QuickBooks?
That depends on your data. Lists, open balances, and transaction history are the usual targets, and the exact set depends on how your company is structured and which QuickBooks edition you are moving to. We do not guess at this in the abstract. Our engineers examine your data first and tell you what the conversion will include before any work starts.
Your next step is simple. Tell us about your Intacct company and where you want the data to land, QuickBooks Desktop or QuickBooks Online. We will confirm what is involved and send you a free quote. You do not need to export anything to get started.