At eCloud Experts, we understand that successful software migrations aren’t just about transferring data — they’re about enabling better financial control, smoother workflows, and long-term operational success.
When TransitCenter Inc., a prominent foundation working to improve public transportation systems across the U.S., decided to move from Sage Intacct to QuickBooks Online, they turned to us to get the job done — accurately, efficiently, and without disruptions.
About the Client: TransitCenter Inc
TransitCenter Inc. is a nonprofit foundation that funds, advises, and partners with civic organisations, governments, and advocates to improve public transit infrastructure. As a mission-driven organisation with high compliance standards and detailed financial reporting needs, they rely on robust accounting structures to track funds, grants, projects, and departmental activities.
Amy Khiani, CPA, the Director of Private Foundation Accounting at TransitCenter, was tasked with managing the transition to a more scalable and user-friendly platform, without compromising on reporting complexity or audit readiness.
The Challenge: Moving from a Powerful but Complex Platform
TransitCenter had been using Sage Intacct, a powerful but highly technical system. Over time, the platform became:
- Too complex for their day-to-day needs
- Costly in terms of licensing and training
- Inflexible for internal reporting customizations
They needed a more agile system — one that offered intuitive design, seamless accessibility, and strong class/location tracking for foundation-level reporting.
The transition, however, came with several challenges:
- Preserving multi-year financial history
- Retaining the class and location tracking structure
- Migrating clean, accurate data while aligning with nonprofit compliance
- Ensuring minimal disruption to day-to-day operations
The Solution: A Strategic, Hands-On Migration by eCloud Experts
Our team at eCloud Experts, a certified QuickBooks ProAdvisor and global migration partner, stepped in with a clear action plan designed around TransitCenter’s unique needs.
✅ Phase 1: Discovery & Planning
We began with:
- A detailed review of their existing Sage Intacct structure
- Consultation with their internal finance team to understand reporting requirements, class/location setup, and fund restrictions
- Finalization of the migration scope, covering all historical data, accounts, and open balances
✅ Phase 2: Historical Data Extraction & Mapping
We migrated:
- General Ledger transactions
- Chart of Accounts
- Accounts Receivable and Payable
- Vendor and customer records
- Journal entries and fund transfers
- Multi-year historical data
We ensured a 1-to-1 mapping of classes and locations between Intacct and QuickBooks Online, preserving all tracking details needed for reporting across programs, grants, and initiatives.
✅ Phase 3: Chart of Accounts Realignment
We helped simplify their Chart of Accounts to suit QuickBooks Online’s framework while maintaining alignment with fund accounting best practices and audit requirements.
This ensured:
- Easier navigation for internal teams
- Better reporting insights
- Reduced risk of misclassifications
✅ Phase 4: Testing & Review
Before going live, we:
- Ran reconciliations across multiple years
- Verified reports against Sage Intacct exports
- Provided sample financials to validate accuracy
- Held walkthrough sessions with Amy and her team for feedback
✅ Phase 5: Go Live & Ongoing Support
Once everything was approved, we launched the new system and provided:
- Live training via Zoom for the accounting team
- On-demand support to resolve any issues
- Final documentation, including a migration completion report and comparative Trial Balance
Client Testimonial
Here’s what Amy Khiani, CPA, had to say about her experience with eCloud Experts:
“The eCloud team demonstrated deep expertise and professionalism throughout the entire process. They successfully migrated all our data and ensured we were kept informed at every step.
Whenever challenges arose, they were proactive in presenting clear, effective solutions. Post-migration support has also been outstanding — the team remains highly responsive and helpful with any follow-up questions.
We highly recommend eCloud for anyone looking for a smooth and reliable software transition.”
⭐️⭐️⭐️⭐️⭐️
— Amy Khiani, CPA, Director of Private Foundation Accounting, TransitCenter Inc
What Made This Migration Successful?
- Strategic Planning: Every migration starts with understanding the client’s operational and reporting needs, not just the software.
- Nonprofit Experience: Our team understands fund accounting, grants, and compliance, critical for foundations like TransitCenter.
- Post-Migration Support: We don’t leave clients stranded. Our support continues beyond the go-live date to ensure full confidence.
The Result: A Clean Break with No Compromise
TransitCenter now enjoys:
- A modern, cloud-based system accessible from anywhere
- Simplified workflows for finance and operations teams
- Real-time reporting across departments and funding sources
- Ongoing access to a dedicated team of QuickBooks experts
Thinking of Migrating from Sage Intacct to QuickBooks Online?
Whether you’re a foundation, nonprofit, or growing business, switching to QuickBooks Online can improve efficiency, reduce costs, and simplify accounting — but only if done right.
At eCloud Experts, we’ve completed hundreds of successful migrations across the UK, USA, Canada, Australia, and the Middle East. We’re proud to be a Xero Gold Champion Partner and QuickBooks Online-certified team, trusted by CPAs and CFOs worldwide.
Let’s Talk
Ready for a smoother migration? Contact us today to book your free discovery call. We’ll review your current setup and help you plan the perfect transition — from Intacct, Sage, or any other platform — to QuickBooks Online.
