QuickBooks/Xero → Acumatica migration
For implementing partners · Test/sandbox write · not production
The prospect is outgrowing QuickBooks or Xero and wants to see their business in Acumatica before they commit. A throwaway demo does not close the deal — and a one-shot go-live is too late to learn.
You get. A test-tenant-first migration: source books read into versioned configuration and master data, applied to a populated test tenant the client can click through. The same tree iterates toward go-live through a rehearsable cutover — not a one-week tool drop.
This is a migration engagement with a rehearsable cutover — not a migration-tool product.
I stand up Acumatica test tenants from YAML and seed; source-system readers land inside the first paid migration.
how it works
Same loop under every offer: version → rebuild → exercise → report.
Nothing installs inside Acumatica. Nothing for you to keep running.
- Demo without the afternoon rebuild
- Minutes, not a day: clean company, linked transactions already in it — same rebuild next week when the pitch goes sideways.
- See what is actually configured
- Live tenant extracted to Git; agreed config versus live, sandbox versus production — ranked lists, no writes.
- Catch breakage before production
- Business scenarios on an upgraded copy. Failures name the step — not a customer on the phone.
- Cutover becomes a rehearsal
- Rebuild, load, exercise, recon, tear down — repeat until go-live is boring and the controller has a trail.
Work product stays in your repo. Read-only work only reads; release and cutover never touch production until the SOW says so. Hosted tenants use what you already have; full rebuilds need a lab you control — every engagement states which — and your Acumatica version is pinned.