Will Sage Intacct dimensions convert to QuickBooks classes and locations?
Usually yes: Intacct dimension values can become QuickBooks classes and locations, but the right mapping depends on your file.
Usually, yes. A conversion from Sage Intacct can carry dimension values into QuickBooks class and location tracking, and those two fields are the natural home for them. The constraint is capacity: QuickBooks has fewer tracking fields than Intacct has dimensions, so the mapping must be chosen, not assumed, and the right choice depends on the file.
Mapping dimensions onto classes and locations
Intacct reporting slices data by departments, locations, projects, and any user-defined dimensions you have added, several at a time. QuickBooks is narrower. Online tracks Class and Location on transactions, and Desktop leans on classes. One dimension becomes the class, a second can become the location, and the rest need somewhere else to go.
The usual answers are combination or omission. Two dimensions can be joined into single class values, such as a department and project pair, which keeps the detail inside one field. A dimension nobody reports on can simply be left out. Both moves are legitimate, but both should be deliberate, because a class list is painful to restructure once history is attached to it. Our engineers settle this mapping first in every Sage to QuickBooks conversion we run.
Decisions to settle before the conversion
Three choices drive the outcome. Pick the dimension that deserves the class field, since class reporting is the richest in both Desktop and Online. Decide whether location tracking earns a slot or merely repeats what the class already covers. Then rule on the leftovers: combined into class values, dropped, or kept outside QuickBooks for side reporting.
History depth matters as well. Mapping every dimension across five years of transactions is a different job from mapping the current year, and it changes class list length and file size. What is feasible depends on the file, so we evaluate it before proposing anything. You can ask E-Tech for a free evaluation once you know which dimensions you cannot lose.
Reporting differences to expect
Intacct lets you report on any dimension, in any combination, without setup. QuickBooks reports by class or by location, one lens at a time, and combined dimensions live inside concatenated values. A profit and loss by class will look familiar. A matrix of department against project usually means an export to a spreadsheet.
Budgeting follows the same fields, so a dimension that loses its home also loses its budget line. If a specific report drives decisions in your business, name it during planning. The mapping can usually be shaped to protect one or two critical views, though rarely all of them.
Start with a dimension inventory. List every dimension your company actually uses, and mark the two or three your monthly reporting depends on. Bring that list with the file when you request the evaluation. It turns a vague question about fields into a concrete mapping proposal, and it is the fastest way to see what your conversion will look like.