Intuit selects CSC's innovative AI-Powered Data Conversion Technology and Services via SaaS as their exclusive solution for all Intuit Enterprise Suite (IES) Projects
Data Conversion Services
QuickBooks Data Conversion Services
QuickBooks full Transaction History Data Conversion Services from over 100 data sources to Intuit Enterprise Suite (IES), QuickBooks Online (QBO) or QuickBooks Enterprise Desktop.
Custom Chart of Accounts, Classes, Dimensions, Jobs/Projects, Payroll Data, Inventory, Multi-Entity, Multi-Currency, Advanced Custom Financial Reporting. This is a comprehensive solution for managing simple to complex data migrations, enhanced by our proprietary technology powered by AI-driven workflow scripts and Machine Learning algorithms to ensure efficiency and accuracy.
The Gold Standard in QuickBooks Data Conversion Services.
NetSuite Data Conversion Services
Convert all your Master Records, Transactions and ERP data to NetSuite. Expert NetSuite conversion from any source. Our seasoned techs use our advanced tools for complete data cleanup, conversion, and mapping, ensuring a precise and seamless transition. Your accounting data will be in good hands.
Your data conversion can include a wide range of NetSuite modules, GL Detail Data, Summary Balances or complete and full Transaction History depending on your needs. CSC specializes in large scale, multi-entity, multi-currency data transfers on a scheduled 3-phase project plan. Contact us for the latest NetSuite Data Conversion options.
Dynamics 365 Data Conversion Services
Data migration to Microsoft Dynamics 365 is a critical process for organizations. It involves transferring critical information from source systems, legacy platforms, spreadsheets, and databases, into the Dynamics 365.
A well-executed conversion is more than a simple data transfer; it requires careful strategy, meticulous planning, and rigorous testing to ensure data accuracy, integrity, and minimal disruption to business operations. Our services include discovery and planning to Data assessment and cleansing, Data mapping, Extract, Transform, and Load (ETL), Test migration, Validation and go-live by our Dynamics 365 experts.
Sage Data Conversion Services
Converting full transaction history to a Sage ERP requires a methodical process of data extraction, cleansing, transformation, and validation, ensuring that every financial detail from the source system is accurately re-created in the new ERP.
This goes beyond simply migrating lists and open balances by focusing on preserving the integrity of historical records, ultimately enabling accurate financial statements in the new system.
Gain full confidence in your new ERP system with our CSC Sage experts, who will manage and process all phases of your data conversion project.
QuickBooks Data Split
Multi-Company Data Split
Need your QuickBooks Enterprise file, QBO or IES Account data split into multiple new Company files, we have a solution for you. CSC provides full Transaction History and List Data “split” services using any filter criteria required. We’ll then build out all your new QuickBooks Company files from your original source split data.
QuickBooks Data Merge
Multi-Company Data Merge
Combining multiple source QuickBooks Company files into one new Company using Classes as dimension codes to tag each entities Transaction History data. Merge any combination of QuickBooks Enterprise Desktop, QuickBooks Online or Intuit Enterprise Suite (IES) using our AI-Powered Data Merge Services.
QuickBooks Data Repair
Data Corruption Repair
CSC can repair damaged data in QuickBooks Desktop, QuickBooks Online and Intuit Enterprise Suite to fix and rebuild corrupted Company files. We’ll use our direct database data extraction app to recover and repair all your critical business data out of any QuickBooks Desktop file, QuickBooks Online Account or Intuit Enterprise Suite (IES) Account.
Intuit Enterprise Suite (IES) Services
IES Account Data Services
The new Intuit Enterprise Suite: Next-generation business management for the mid-market
Intuit Enterprise Suite (IES) represents a significant evolution in the Intuit product lineup, delivering a comprehensive, cloud-based platform for complex, growing mid-market businesses. Built to extend beyond the capabilities of QuickBooks Online Advanced, IES provides robust enterprise-level functionality in a familiar, intuitive interface, eliminating the need for complex and costly ERP systems. This all-in-one suite integrates accounting, payroll, payments, HR, marketing, and AI-powered insights to streamline operations and enhance strategic decision-making across single or multi-entity organizations.
For accounting and finance professionals, IES transforms the advisory role by offering unprecedented visibility and automation. CPAs and consultants can efficiently manage complex client portfolios from a single dashboard, freeing up time from manual processes to focus on strategic insights. CFOs gain a holistic, real-time view of their business, with powerful reporting and forecasting tools that drive profitability and inform future growth.
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- Centralized management: Seamlessly switch between up to 200 entities or companies from one portal, simplifying management and saving time.
- Automated intercompany transactions: Easily manage transfers between entities with automatic eliminations during consolidation, which significantly reduces manual work and error.
- Consolidated financial statements: Generate comprehensive reports, including balance sheets, P&Ls, and cash flow statements, across all entities to gain cross-portfolio visibility.
- Custom dimensions: Tag transactions and line items with up to 20 custom dimensions, such as department, project, location, or customer type, to slice and analyze data with greater detail.
- Industry-specific reports: Access pre-built report templates and key performance indicators (KPIs) tailored for project-based, construction, and non-profit industries.
- Customizable dashboards: Build executive-level dashboards with critical KPIs to monitor performance in real-time, with the ability to drill down into underlying data.
- Intelligent forecasting: AI agents analyze up to five years of historical data to generate robust, two-year forecasts for P&L, cash flow, and budgeting, which can be further customized.
- Automated accounting: The suite automates key accounting processes, including revenue recognition (milestone, straight-line, or percentage of completion) and fixed asset accounting, saving significant time.
- Workflow agents: Built-in AI agents automate tasks like expense allocation, fraud detection, and personalized payment strategies to accelerate cash flow and improve profitability.
- Real-time job costing: Track budgets vs. actuals, committed costs, and labor allocation in real-time to monitor project profitability continuously.
- Change order management: Track and manage change orders for client approval, ensuring they are integrated into the original estimate for precise invoicing.
- AI-powered analysis: Get AI-driven insights that flag underperforming projects, perform root-cause analysis, and provide recommended actions to get projects back on track.
- Granular user permissions: Secure data with detailed, role-based permissions that can be set for each entity, ensuring employees only see the information required for their specific jobs.
- Centralized user management: Administrators can view and manage user roles and access across all entities from a single, centralized dashboard.
- Connected workflows: Seamlessly integrates with payroll, HR, payments, and Mailchimp marketing, with the ability to sync with over 850 third-party apps.
- Dedicated support: Provides dedicated customer success managers and specialized support teams to assist with onboarding, data migration, and ongoing optimization.
QuickBooks Enterprise Services
QuickBooks Desktop Data Services
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- Robust Performance and Scalability: Enterprise Desktop offers a significant step up from QuickBooks Pro or Premier. It supports large company files and multiple users (up to 40) in a multi-user environment, ensuring speed and stability for data-intensive operations.
- Advanced Inventory Management: This is a key differentiator for product-based businesses. The Platinum and Diamond subscriptions include Advanced Inventory, which offers features that go far beyond standard QuickBooks.
- Track inventory across multiple locations, including specific bin or pallet tracking.
- Use barcode scanning to automate and accelerate inventory data entry.
- Employ FIFO (First-In, First-Out) costing methods.
- Automate cycle counting for inventory validation.
- Granular User Permissions: Provides precise control over data access by creating specific user roles and permissions. This is essential for larger teams and for maintaining strong internal controls, as access can be restricted to only the areas necessary for a user’s job.
- Advanced Reporting Capabilities: While Intuit Enterprise Suite (IES) offers dimensional reporting, Enterprise Desktop provides robust, customizable financial reports with templates tailored to specific industries. It also allows you to combine reports from multiple company files for consolidated reporting in Excel.
- Advanced Pricing: Included with Platinum and Diamond subscriptions, this feature enables the automation of complex pricing rules. This allows businesses to set up custom pricing based on customer, item, quantity, and more, which saves time and reduces manual errors.
- Industry-Specific Editions: Tailored to meet the unique needs of different industries, such as manufacturing and wholesale, construction, retail, and non-profits. These editions come with specialized reports and features relevant to their respective industries.
- Optional Cloud Hosting: For clients needing remote access to the powerful desktop platform, Enterprise can be hosted on a cloud desktop. This hybrid approach offers the deep functionality of a desktop application with the accessibility of a cloud-based solution.
- Distinct Platforms: It’s crucial to differentiate between QuickBooks Enterprise Desktop, the traditional desktop product, and Intuit Enterprise Suite, the newer cloud-native ERP. They serve different needs and client profiles, and their feature sets are distinct.
- Ideal for Specific Workflows: Enterprise Desktop remains the top choice for clients with complex inventory and manufacturing workflows, deep-rooted desktop habits, or those who prefer maximum control over their data in a locally-installed format.
- Hybrid Deployment: The option for cloud hosting allows Enterprise Desktop to support remote teams while retaining the performance and features of the desktop platform. This offers a compelling alternative to a full migration to a cloud-native platform.
- Enhanced Financial Control: For professionals managing client finances, Enterprise Desktop provides robust tools for multi-user management, custom reporting, and advanced inventory, giving firms greater control and reporting capabilities.
- Strategic Advisory Role: Advising clients on the right platform requires a clear understanding of whether their needs align with the customization and power of Enterprise Desktop or the accessibility and multi-entity consolidation of Intuit Enterprise Suite.
QuickBooks Online Services
QuickBooks Online Data Services
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- AI-powered assistance: Intuit Assist is integrated throughout the platform, with AI agents for payments, accounting, and customers. It can automate tasks, such as generating invoices and categorizing expenses, and flag anomalies for resolution.
- Centralized navigation: A newly designed left-hand navigation menu puts critical tasks and client information in one place. New tools are accessible via a “Create” button, with items organized by category.
- Enhanced bank feeds: The system automatically connects with financial institutions to download and categorize transactions, minimizing manual data entry and increasing accuracy.
- Robust reporting suite: Users can generate and customize a wide range of reports, including standard financial statements (P&L, Balance Sheet, Cash Flow), and specialized reports for inventory, projects, and accounts receivable/payable.
- Spreadsheet Sync: Available in QBO Advanced, this feature allows users to sync data bidirectionally between QuickBooks and Excel or Google Sheets. This enables advanced analysis, custom report building with pivot tables, and easier bulk data entry.
- Forecasting and scenario planning: Finance professionals can analyze historical data to create projections for cash flow and budgets. The multi-entity features allow for dimensional forecasts by department, region, or product line.
- Granular user permissions: Firms can create custom user roles with specific, detailed access rights. This ensures team members only have access to the information and features relevant to their tasks.
- Automated workflow approvals: In QBO Advanced, multi-step approval workflows can be set up for transactions like invoices and expenses, creating transparency and internal controls.
- Multi-entity consolidation: The latest updates to the Intuit Enterprise Suite help accountants streamline multi-entity finances. Features include pre-set intercompany allocations and consolidated reporting.
- Centralized client access: QBOA offers accountants a single dashboard to manage and access all their clients’ books without needing multiple logins.
- Seamless data sharing: Because QBO is cloud-based, clients can upload receipts via the mobile app, and accountants can access real-time, updated data from any device. This enables more proactive, real-time advisory services.
- Expanded integrations: QBO has a library of thousands of apps for functions like e-commerce, time tracking, and expense management, allowing accounting professionals to tailor the platform to clients’ specific needs.
- Cloud-based accessibility: Work is no longer tethered to a specific computer or server. Secure, real-time access to client data is available 24/7 from any device.
- Automation and efficiency: AI-driven features like automated bank feeds, intelligent categorization, and workflow approvals drastically reduce manual tasks, freeing up time for higher-value advisory services.
- Advanced analytics and insights: Tools like Spreadsheet Sync, custom reports, and forecasting provide a deeper level of insight than standard financial statements. This data enables strategic planning and proactive guidance for clients.
- Enhanced security and control: Automated backups, multi-factor authentication, and granular user permissions provide a more secure environment than managing backups locally. Firms can delegate tasks with confidence while maintaining control over sensitive data.
- Focus on advisory services: By handling many of the day-to-day bookkeeping tasks, the new QBO platform positions accountants to move from being reactive bookkeepers to proactive, data-driven business advisors.
Chart of Account Services
COA Design, Restructuring, Merge and Split Data Services
Consulting services for a Chart of Accounts (COA) focus on establishing a scalable and logical framework that enhances financial reporting, supports strategic decision-making, and ensures compliance. For CPAs, CFOs, accountants, and business consultants, these services involve designing a new COA, restructuring an existing one to eliminate inefficiencies, merging multiple COAs after an acquisition, or splitting a COA for new legal entities.
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- Key Issues for COA design:
- Requirements analysis: Evaluate reporting needs, scalability goals, and compliance requirements to define the new COA’s structure and granularity.
- Stakeholder engagement: Involve key personnel from finance, operations, and management to gather diverse insights and ensure broad buy-in for the new framework.
- Standardization and flexibility: Develop a uniform numbering scheme and account structure that can accommodate varied operational needs while maintaining a common language across the organization.
- Implementation planning: Create a comprehensive transition plan, including testing, training sessions, and detailed documentation, to ensure a smooth rollout.
- Key Issues for COA restructuring:
- Assessment and cleanup: Conduct a thorough analysis to identify and eliminate obsolete or redundant accounts that hinder accurate reporting.
- Modernization: Revise account categorization and the numbering system to simplify and automate financial processes and reporting.
- Financial data migration: Facilitate the migration of financial data to the new structure, leveraging appropriate software and tools.
- Enhanced reporting: Create a modernized COA that provides clear financial insights and supports data-driven decision-making.
- Key Issues for COA merge:
- Comparative analysis: Map accounts from both merging entities to the future, standardized COA to ensure a complete and consistent transition.
- Data integration: Implement processes to consolidate and integrate financial data from legacy systems into the new, unified COA.
- Reporting alignment: Ensure the new COA is structured to produce accurate, consolidated financial statements and comply with regulatory requirements.
- Intercompany transaction management: Establish clear processes for managing and eliminating intercompany transactions within the merged entity.
- Key Issues for multi-entity COA split:
- New entity setup: Advise on establishing separate COAs for each new entity, tailoring each to its specific business activities.
- Asset and liability allocation: Define clear processes for allocating assets, liabilities, income, and expenses to the appropriate new entities.
- Intercompany transaction framework: Implement a system to handle future intercompany transactions between the newly formed entities.
- Transition support: Provide guidance and support during the separation process to ensure each new entity can operate with a functional and scalable financial system.
Class Data Services
Multi-Level Class Design, Dimension Code Design Data Services
CSC experts address the needs of CPAs, CFOs, Accountants, and Business Consultants, data services focusing on multi-level class and dimension code design are crucial for providing granular, flexible, and accurate financial reporting and analysis.
Robust data architecture and dimensional modeling can transform raw financial data into a strategic asset that enhances decision-making and supports growth.
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This consulting service focuses on developing a hierarchical structure for a company’s financial data, which is more detailed and dynamic than a flat chart of accounts. It allows for a multi-dimensional view of financial performance.
- Financial hierarchy optimization: A consultant works with financial teams to structure accounts in a way that captures transactions at multiple levels of detail. This could involve grouping accounts into classes for granular analysis—for example, rolling up multiple expense accounts into a single “Operations” class for high-level reporting.
- Legacy system integration: Many businesses operate with older, rigid accounting systems. Consultants help design a new multi-level class structure that can be integrated with existing data, streamlining the migration to modern, flexible systems without losing historical context.
- Dynamic reporting enablement: By implementing a scalable class design, consultants enable flexible reporting. This allows financial professionals to easily generate reports that can “slice and dice” data by different hierarchical levels, such as comparing a product line’s performance against the entire division.
- Financial intelligence embedding: The multi-level structure is built to embed financial intelligence. As an CSC help center notes, this means structuring the “Account” dimension to include financial logic, such as separating revenue, expense, and asset accounts in a way that simplifies future planning and forecasting.
- Master data management (MDM): A consultant establishes a framework for designing, implementing, and maintaining master data for financial dimensions. This includes creating codes for different business categories, such as departments, cost centers, projects, or geographical locations.
- Compliance and governance framework: Consultants help financial institutions in regulated industries design their dimension codes to ensure compliance. For example, they can create dimension-based controls that ensure all transactions related to a specific project or business unit follow a strict set of rules. This also applies to data privacy and security.
- BI and analytics enhancement: The design of robust dimension codes is a prerequisite for powerful business intelligence (BI) and analytics. Consulting services focus on creating an intuitive dimensional model that allows business users to easily query and explore data, rather than relying on IT.
- Self-service reporting enablement: Consultants design and standardize dimension codes to enable self-service reporting. This allows business managers and analysts to create their own ad-hoc reports without needing deep technical knowledge, freeing up finance teams for more strategic tasks.
- Empowers strategic decision-making: Consultants assist in creating a data framework that moves beyond basic reporting and becomes a forward-looking strategic asset. This enables leadership to make informed decisions based on data, not just on intuition.
- Enhances financial forecasting and budgeting: The creation of flexible data structures allows for more dynamic financial forecasting and budgeting. Consultants help implement tools that can generate multiple scenarios (e.g., base case, high case, low case) to assess different business outcomes based on key performance drivers.
- Improves risk management: By creating robust data models, consultants help companies perform risk assessments and stress-test potential vulnerabilities. They can model the impact of external economic factors or strategic changes, providing an early warning system for potential financial risks.
- Optimizes operational efficiency: A clean, well-designed data architecture can significantly improve operational efficiency. By helping businesses analyze cost structures and expenses at a granular level, consultants assist in identifying inefficiencies and optimizing resource allocation.
- Increases business valuation: Robust, transparent financial analysis can strategically increase a business’s value. It provides investors and stakeholders with clear visibility into future performance and the financial rationale behind strategic initiatives, inspiring confidence.
Intuit Enterprise Suite (IES) Job Costing and Project Data Services
Customer/Job Costing and Project Design, Setup and Configuration and Transaction Mapping Data Services
For accounting and consulting professionals, advising clients on QuickBooks Job Costing and the new Intuit Enterprise Suite (IES) features presents a significant opportunity to drive greater operational efficiency and profitability. CSC Techs assist with the data analysis, data mapping and data validations required to address the data conversion of Job Costing and Project Data to IES.
While traditional QuickBooks has offered basic job costing, the enhanced capabilities in IES provide a comprehensive project financial management platform for more complex, growing businesses.
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- Initial setup and configuration: Customizing the IES Account data to properly track all project-related income, expenses, and payroll. This includes establishing a project-centric chart of accounts, setting up job-specific customers, and defining item lists that categorize materials, labor, and other direct costs.
- Data conversion and integrity: Transferring historical data accurately and cleaning up the client’s existing file to prepare it for advanced job costing. Ensuring the integrity of new data as it is entered is crucial for reliable reporting.
- Workflow optimization: Designing and automating workflows to improve efficiency and reduce manual data entry. CSC help clients implement best practices for tracking time, managing expenses, and handling change orders to ensure costs are captured accurately.
- Training and support: Providing comprehensive training for the client’s team on how to use the job costing features effectively. This includes how to enter transactions correctly, generate reports, and interpret project financial data. Ongoing support ensures the client maximizes their ROI.
- Custom reporting and analysis: Developing custom reports and dashboards that provide detailed insights into project profitability. Consultants help clients build reports to analyze key metrics like estimates versus actuals, committed costs, and work-in-progress (WIP).
- Advanced job costing and reporting: Move beyond basic profitability tracking with detailed visibility into costs and revenue at every stage of a project. IES provides advanced reports, including Cost to Complete, WIP, and Committed Costs.
- AI-powered insights and forecasting: IES integrates artificial intelligence to provide deep financial insights and help with strategic planning. The AI can analyze past performance to generate forecasts and flag projects trending below profitability goals.
- Multi-dimensional reporting: With up to 20 customizable dimensions, accountants can analyze data in new ways. Instead of relying solely on classes, businesses can track projects by phase, department, region, subcontractor, or other key metrics.
- Workflow automation and change orders: Automate crucial project tasks like approvals for invoices and bills. IES also includes specific workflows for managing and tracking client-approved change orders throughout the project lifecycle.
- Multi-entity management: For firms with complex corporate structures, IES allows you to manage multiple entities, locations, and subsidiaries within a single platform. You can run consolidated reports with automated intercompany transaction eliminations.
- Integrated payroll and workforce management: Seamlessly connect payroll and time tracking data to project financials. This ensures labor costs are allocated accurately and in real-time, providing an up-to-date view of project profitability.
- For CPAs and accountants:
- Higher-value services: CSC assists with advanced advisory services by providing more strategic insights into client profitability and operational efficiency.
- Streamlined client management: Manage multiple clients and their entities on a single, secure platform with custom access permissions.
- Increased efficiency with automation: Reduce manual tasks for intercompany transactions, AP/AR, and payroll with AI-powered automation, leading to faster and more accurate financial reporting.
- For CFOs and business consultants:
- Real-time project visibility: Eliminate the “black hole” of disconnected data by integrating project management, time tracking, and accounting. This provides real-time insights into project health and margins.
- Data-backed decision-making: Leverage AI-powered forecasting, robust reporting, and customizable KPIs to make informed decisions about project strategy and resource allocation.
- Scalability for growth: A scalable, cloud-based platform can grow with your clients, supporting multi-entity structures and higher transaction volumes without requiring a complete system change.
- Job Costing Foundation: Enable job costing, configure job-specific customer and vendor settings, and build a project-oriented chart of accounts.
- Data Services: Provide expert data migration and cleanup to ensure the accuracy and reliability of all financial data.
- Workflow Automation: Design and implement automated workflows for expenses, time tracking, invoicing, and approvals to enhance efficiency.
Our Projects
Schaumburg, Illinois Database Management System Project using ODBS DB with CSC’s advanced data mapping, data conversion and data cleanup Tools.
Ruchi T.
ODBS Database
Sage 50 (Peachtree) to QuickBooks Data Conversion Project for Golden Boy Promotions, the famous Oscar De La Hoya Boxer.
Alicia B.
QuickBooks Enterprise Desktop
GSF Car Parts USA a NetSuite to QuickBooks Enterprise Desktop multi-company merge, COA re-design with Class and Jobs hierarchy.
Nicholai K.
QuickBooks Enterprise US
Beyer Mech an Intacct to Intuit Enterprise Suite (IES) Project with over a million Transactions with complex Class, Customer/Job structures converted to History and Production IES Accounts.
Jared B.
Intuit Enterprise Suite (IES)
Broadway Building merge four QBO Accounts into two new Intuit Enterprise Suite (IES) Accounts with full Transaction History.
Chris R.
Intuit Enterpirse Suite (IES)
A.S. Storage US split one QBO US Account into three separate Intuit Enterprise Suite (IES) Accounts using Department/Location Codes to filter/split full Transaction History.
Adam J.
Intuit Enterprise Suite (IES)
The Guggenheim Museum and Foundation a Microsoft Solomon to QuickBooks Data Conversion Project, Chart of Accounts re-design with full Transaction History.
David L.
QuickBooks Enterprise US
Dairy Farmers of Canada a data conversion of two Sage 300 (Accpac) to two QBO Canada Company files with data corruption repair.
Maria E.
QuickBooks Online Canada
HireRight a Microsoft Solomon to Dynamics GP Data Conversion Project with complex Dimension Codes and full Transaction History.
J.D.
Microsoft Dynamics GP
IG UK Ltd. an Intacct to QuickBooks Online US multi-company, multi-currency, Inventory Data Conversion Project with all source Transaction History.
Zach L.
QuickBooks Online US