Will Sage Intacct recurring journal entries convert to QuickBooks?
Posted entries convert as history; the recurring schedule itself has to be rebuilt as a QuickBooks recurring template.
Only partly, and the exact split depends on your file. The journal entries a recurring schedule has already posted are ordinary transactions, and those convert like any other journal entry. The schedule itself is a definition rather than a transaction, so it generally has to be rebuilt in QuickBooks as a recurring template. Whether a particular schedule can be mapped automatically is something we determine from the file, not from a rule of thumb.
Why does the schedule stay behind when the entries move?
A recurring journal entry is really two things: the entries already posted, and the rule that generates the next one. The rule holds the interval, the start and end dates, and the lines to post each time. It lives outside the ledger as a definition, not as a posted fact. QuickBooks keeps its own version of the same idea, with its own settings and its own limits. A conversion therefore moves the history, and the rule usually has to be recreated in the destination.
Rebuilding them as QuickBooks recurring templates
The destination sets the shape. In QuickBooks Online the target is a recurring template with its own schedule; in QuickBooks Desktop it is a memorized transaction set to enter automatically. Our engineers read each source schedule and build the closest equivalent: interval, posting day, accounts, amounts, and memo text. Where a setting cannot be matched exactly, we use the nearest option and flag it for your review. If you will manage the templates yourself after the move, the guide to recurring transactions in QuickBooks Online covers the mechanics.
How do you avoid gaps and duplicates at the switch?
Choose a clean cutover date. Let the schedule keep posting in Sage Intacct up to that date, then let QuickBooks take over from the next occurrence. After the first automatic posting, compare that entry against the last one from the old system, line by line. If both systems generate the same period, you post it twice; if neither does, the month falls short. One comparison at the start prevents a year of quiet errors.
Your first step
Start with an inventory of the schedules: interval, accounts, amounts, and when each one should stop. Send that list, or the data itself, through the page for contacting E-Tech about a specific file, and our engineers will map each schedule to its QuickBooks equivalent. The review is free. You will know before anything moves which entries travel as history and which templates get rebuilt.