Migrating Off Your Legacy Accounting System: What to Expect (and How We Make It Painless)

Emily Villani

July 1, 2025

1 min read

Let’s be honest: migrating accounting systems sounds like a nightmare. Especially in construction, where complex job costing, billing schedules, and vendor histories are buried in old spreadsheets or legacy tools that slow you down.

But here’s the truth: migrating doesn’t have to be painful.

At Ledgerable, we’ve helped countless general contractors and subcontractors make the switch from outdated accounting tools to Sage Intacct. And we’ve made that process smooth, secure, and surprisingly stress-free.

We do the heavy lifting so you can focus on running your business. If your company has outgrown QuickBooks, Sage 100, or another legacy system, here’s what to expect.

Step 1: We Start With a Deep Dive (Not a Sales Pitch)

Most software migrations fail when the people implementing the system don’t truly understand your workflows. At Ledgerable, we are like an extension of your team. Every engagement begins with a strategic deep dive into your:

● Job cost structure and cost codes

● Project types, timelines, and billing styles

● Vendor and subcontractor history

● Existing chart of accounts and reports

● In-house team roles and workflows

● We don’t just install software; we tailor it to fit your construction business.

Step 2: Historical Data Migration—Handled by Us

Worried about losing years of data? No need.

We extract and import your historical data (GL entries, vendor history, project records, WIP data, AP/AR balances) so your new system launches with the context you need. You’ll retain clean records, audit trails, and reporting continuity from day one.

We map your legacy structure into Sage Intacct’s modern architecture, working closely with your team to ensure nothing is lost.

Step 3: Configuration That Fits Your Workflows

Construction accounting isn’t one-size-fits-all. GCs and subs need tools that support:

● Retainage

● Change orders

● Multi-entity consolidation

● Progress billing

● Real-time project costing

● Integration with Procore and field systems

We configure Sage Intacct specifically for your business—not just the default settings. Plus, if you need integrations (CRM, payroll, project management), we’ve got that covered too.

Step 4: Unlimited, Ongoing Support and Training

We don’t disappear after go-live. We don’t pass you off to a chat bot.

Every Ledgerable subscription includes SmartCare, our all-in-one support plan with unlimited training, tech support, and report customization. Whether it’s helping your team learn the new system or building dashboards that give you total financial clarity, we’re with you every step of the way.

No surprise fees. No waiting days for a reply. Just expert help, whenever you need it.

Step 5: A Stress-Free Launch (Really)

Once everything’s mapped, tested, and reviewed, we coordinate a smooth go-live with minimal disruption to your business.

Our goal? You flip the switch and say:

“Wow—that was easier than I expected.”

Don’t Lose Time Staying Stuck

We get it. Migrating your accounting system can feel overwhelming. But sticking with a system that no longer fits your business is even riskier—missed billing, outdated reports, hours lost in Excel, and limited visibility into your margins.

With Ledgerable+ Sage Intacct, you get a proven partner to guide you through the process—with real construction expertise, smart automation, and the peace of mind that comes from doing it right.

Want to see how it works? Get a custom demo of our migration process today.

Sage can (probably)* do that.

Give us a chance to show you how Sage can transform your business.

*Our lawyer insisted on a disclaimer here. Sage can’t do literally everything. But it comes close.
Emily Villani