Beyer Mech
Beyer Mech an Intacct to Intuit Enterprise Suite Project with over 1,000,000 Transactions with complex Class, Customer/Job structures converted to History and Production IES Accounts.
Move Your Business to IES with Confidence
Our specialized migration service seamlessly consolidates multiple QuickBooks Desktop or QBO files, cleanses legacy ledger errors, and redesigns your Chart of Accounts for native IES Multi-Entity and Dimension reporting.
In 2024 Intuit selected CSC's innovative AI-Powered Data Conversion Technology and Services via a QSP as their exclusive solution for all Intuit Enterprise Suite (IES) Projects
Intuit Enterprise Suite project examples
Broadway Building
Broadway Building merge four QBO Accounts into two new Intuit Enterprise Suite Accounts with full Transaction History.
A.S. Storage US
A.S. Storage US split one QBO US Account into three separate Intuit Enterprise Suite Accounts using Department/Location Codes to filter/split full Transaction History.
From automated transactional repairs to smart list-scrubbing rules that protect your historical integrity, we ensure your data is perfectly optimized for day-one accuracy.
Advanced Pre-Migration Services: Preparing Complex Data for IES
Migrating to Intuit Enterprise Suite (IES) requires a solid, structurally sound data foundation. For businesses with intricate accounting histories, a standard data transfer isn't always enough.
Whether your corporate restructure requires dividing a legacy file, consolidating multiple subsidiaries, or rescuing corrupted financial records, our specialized pre-migration engineering ensures your data is clean, compliant, and optimized.
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Chart of Accounts Preparation
Restructure account numbers, names, and hierarchies using a detailed set of guidelines provided by CSC.
Learn more → - 2
Multi-Entity Data Consolidation
Extract, optimize, and convert multiple QuickBooks Enterprise (QBE) Company files into one or more unified IES Accounts.
Learn more → - 3
Transactional Data Repair
An intensive transactional remediation process to prevent legacy reporting errors from corrupting the new environment.
Learn more → - 4
AR/AP Integrity Resolution
A specialized AR/AP Account Balance Data Analysis to systematically discover and resolve long-standing ledger errors.
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The Key to a Flawless IES Migration
Intuit Enterprise Suite (IES) is built from the ground up on a structured, numeric Chart of Accounts. To prevent data corruption and system failures during your transition, we clean and optimize your source data prior to migration. Our standardization process guarantees that your data is fully prepared to leverage IES's advanced features.
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Powers Multi-Entity Consolidation
IES utilizes a Shared Chart of Accounts architecture. It matches and syncs corporate financial data across your parent company and subsidiaries using the exact account number, preventing broken ties caused by minor typos or naming variations.
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Automates Intercompany Eliminations
For the system to automatically trigger and balance “Due To/Due From” transactions across entities without manual intervention, it relies on identical, immutable account numbers to map the ledger entries safely.
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Prevents AI Migration Errors
IES uses built-in AI tools to scan transaction trends and automate bookkeeping. The system routes data based on strict numerical ranges (10000s–70000s); any text-only name lacking a number flags a critical system error.
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Enables Multi-Dimensional Reporting
IES uses Dimensions instead of messy, deeply nested subaccounts to track departments or regions. To slice reports by project or location, the database requires a clean, static account number to act as the primary structural anchor.
Chart of Accounts Preparation
Because IES follows strict GAAP accounting rules, you must restructure your account numbers, names, and hierarchies using a detailed set of guidelines provided by CSC before finalizing the Chart of Account restructuring process.
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Implement Strict Numbering
Adopt a standardized 4- or 5-digit numbering system based on the account type.
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Separate COGS from Operating Expenses (Overhead)
IES requires clear visibility into Gross Margin. Separate your core production costs from standard overhead:
Labor Reclassification
Move direct labor (field staff, production workers) from standard Wages in Expenses to a dedicated COGS - Labor account.
Direct vs. Indirect Materials
Ensure all “Item” references point to COGS accounts for production materials, and Expense accounts for office/indirect supplies.
Project-Specific Costs
If a cost is directly attributable to a Job or Project, it must reside in the COGS section to support IES's advanced Project Profitability reports.
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Consolidate and Flatten the Hierarchy
IES uses Dimensions (which replace and expand upon Classes) to handle detail, meaning you can significantly simplify your chart of accounts list.
Eliminate Departmental Accounts
Merge regional accounts (e.g., Marketing - West Coast and Marketing - East Coast) into a single Marketing Expense account. You will use Dimensions in IES to track the regions.
Limit Sub-account Depth
QuickBooks allows deep nesting, but IES reporting is most effective with a flatter COA (ideally 1–2 levels deep). Use Dimensions for any further granularity.
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Multi-Entity and Intercompany Prep
If you are leveraging IES for its multi-entity capabilities, your intercompany accounts must be pristine:
Standardized Intercompany Mapping
Create identical Due To/Due From accounts across all entities. IES uses these for automated intercompany eliminations during consolidation.
Shared Account Names
Ensure the Parent company and all subsidiaries use the exact same name and number for common accounts (e.g., use identical names instead of Main Checking vs Checking - Wells Fargo) to facilitate the Shared Chart of Accounts feature.
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Clean Up “System” Accounts
Uncategorized Cleanup
Completely empty your Uncategorized Income/Expense and Ask My Accountant accounts. IES's AI-driven tools will flag these as errors during the migration process.
Retained Earnings
Ensure prior-year adjustments are properly closed out to Retained Earnings so your IES opening balances match your last tax filing.
From legacy QuickBooks to Intuit Enterprise Suite
- 01 · Source Data
Legacy QuickBooks
- QuickBooks Desktop
- QuickBooks Enterprise (QBE)
- QBO
- 02 · CSC Data Optimization
Pre-migration engineering
- Mapping
- Repair
- Consolidation
- Standardization
- 03 · Destination
Intuit Enterprise Suite
- Multi-Entity
- Dimension reporting
- Day-one accuracy
Statement of Work: Intuit Enterprise Suite (IES) Complex Migration & Data Optimization
- 1
Project Scope & Architecture Consultation
To align your legacy financial data with the multi-entity, dimension-driven database architecture of the Intuit Enterprise Suite (IES), this project includes dedicated professional consulting. A Data Conversion Tech will be assigned to your account to guide and execute the redesign of your Chart of Accounts (COA) and your corporate Class and Dimension Code list.
The target system will be configured to support a Calendar Year Fiscal Year structure, enabling your organization to successfully run Balance Sheet By Dimension Reports and P&L By Dimension Reports directly within IES.
- 2
Multi-Entity Data Consolidation & Mapping
Our team will extract, optimize, and convert multiple QuickBooks Enterprise (QBE) Company files into one or more unified IES Accounts. As part of this consolidation, we will manage the migration of your comprehensive Item List & Mapping, ensuring inventory and service items align perfectly with the target corporate ledger.
To optimize database performance and historical relevance, a data pruning rule will be enforced to delete all source QuickBooks transaction history prior your required source data cutoff date if requested.
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Advanced Transactional Data Cleansing & Repair
To prevent legacy reporting errors from corrupting the new environment, our team will perform an intensive transactional remediation process. This project explicitly includes the identification and repair of the following transaction workflows during the migration to IES:
Core GL Entries
Journal Entries and Check/Expense Distributions fixes.
Purchasing & Payables
Vendor Bills, Vendor Credits, and Bill Payment Checks fixes.
Sales & Receivables
Customer Invoices, Credit Memos, and Receive Payments fixes.
Operational & Banking
Credit Card Charges & Credits fixes.
Sales Pipeline
Estimates transactions will be fully corrected and included in the IES migration.
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Accounts Receivable (AR) & Accounts Payable (AP) Integrity Resolution
Our team will execute a specialized AR/AP Account Balance Data Analysis to systematically discover and resolve long-standing ledger errors. This process specifically targets and fixes legacy QBE reporting glitches where the Balance Sheet, Trial Balance, and Customer/Vendor Balance Reports do not reconcile or match, ensuring perfect day-one reporting accuracy in IES.
5
Legacy List Item & Relationship Scrubbing Rules
To prevent “list bloat” while safeguarding historical general ledger integrity, specific data governance rules will be applied during the conversion:
Customers & Jobs
Reactivated, then resetAll Inactive Customers will be temporarily flipped to Active status to safely migrate all historical transactions referencing them, then programmatically reset back to Inactive once the IES account is live. Inactive Jobs will be rolled up to their parent Customer accounts, preserving all transaction data before the inactive job records are deleted.
Customer-to-Project Mapping
TransformedLegacy Customer/Job relationships will be structurally transformed into native IES Projects.
Items
SubstitutedAll Inactive Items will be substituted with a single, standardized default item named “Item Posting Account” to securely anchor all associated historical transactions without cluttering your new item list.
Employees & Payroll
PreservedAll Inactive Employees will be preserved. To accommodate system structural differences, legacy Employee Payroll Check transactions will be converted into Standard Bank Checks while fully retaining all original deductions, wages, and general ledger distributions.
Vendors
PurgedA strict purge rule will be enforced to completely delete all Inactive Vendor list items and erase any historical transactions that reference those inactive vendors.
Intuit Enterprise Suite Migration Options
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.
Contact Us →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.
Contact Us →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.
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