Migrate Accounting Systems

Audience: Accounting Manager, ERP Administrator

Summary: This guide outlines best practices for transitioning to a new accounting system while using MineralTree. Important: Changing accounting systems requires creating a new MineralTree company.

Overview

As organizations grow, they may outgrow their existing accounting system and need to upgrade. Common examples include moving from QuickBooks Desktop to QuickBooks Online, or from QuickBooks Online to NetSuite or Sage Intacct.

Each MineralTree company is directly linked to a specific accounting system. Because of this, switching accounting systems requires creating a new MineralTree company. This guide explains the recommended process and clarifies what data can and cannot be transferred.

Before You Begin

To ensure a smooth transition, confirm the following:

• Your new accounting system is fully configured
• All required data has been migrated into the new accounting system
• All pending payments and tasks in the old MineralTree company are completed

Steps to Switch Accounting Systems

1. Migrate Your Accounting Data

Move all necessary data from your old accounting system into the new one. This step is performed outside of MineralTree and is not handled by MineralTree Support.

2. Complete Pending Work and Payments

Finish any outstanding invoices, approvals, or payments in the old MineralTree company. The old company will remain active until the new company is fully connected and verified.

3. Connect and Verify the New Company

After your accounting data has been migrated, MineralTree Support will assist with connecting your new accounting system to your new MineralTree company.

Once the connection is confirmed to be working correctly, the old company will be disconnected.

4. Sync the New Company

After setup, MineralTree will automatically sync:

• Vendors
• Dimensions
• Up to 12 months of historical data 

This sync behaves the same way as any new MineralTree company setup.

What Will Not Sync

Vendor ACH Data

• ACH information does not sync automatically.
• Exception: Sage Intacct automatically updates ACH data in the new company.
• MineralTree Support can assist with re‑importing ACH data if needed.

Document and Check Images

• MineralTree can provide an export of document and check images from the old company.
• These images cannot be imported into the new company.

After the Switch

Once the new company is active:

• Begin processing new invoices and payments in the new MineralTree company
• Retain exported documents from the old company for your records
• Contact MineralTree Support if you need help importing ACH data or verifying your setup

• Phone: 855‑672‑9669
• Email: mtsupport@mineraltree.com