Case Study: QuickBooks Data Migration & Setup for Multi-Location Practices
This case study involves a multi-location, multi-provider ophthalmology practice and its affiliated ophthalmology surgery center. Both organizations were managing large volumes of financial data across multiple departments and needed a streamlined accounting system to support growth and efficiency.
Industry: Healthcare / Ophthalmology
Scope: Multi-location, multi-provider operations with 72 departments
Services Provided by Certum: QuickBooks implementation, data migration, bookkeeping support
The Challenge
The client faced complex challenges that made their previous accounting system inadequate:
Old accounting system could not efficiently handle additions/changes to financial statements.
Managing, navigating, and analyzing data for multiple departments (72 in total) was extremely difficult.
High volume of data and lack of internal know-how created the need for a professional data migration and QuickBooks implementation.
QuickBooks “classes” and “subaccounts” were key features needed for improved reporting and data management.
“The volume of data and lack of know-how is what led us to use a data migration/implementation service.” – Anonymous Client
The Solution
Certum Solutions provided a full-service solution to streamline financial operations:
QuickBooks Enterprise setup for two separate companies.
Data migration and validation, including one year of historical financial data for each company.
Customized templates and training to ensure accurate population of data before migration.
Ongoing virtual meetings and support to guide the implementation process.
The client praised Sam, Certum’s ERP and data migration specialist:
“Sam sent templates and provided instruction for populating the templates, and then he imported/validated all the data. We emailed and had virtual meetings throughout the process.”
Results & Impact
The project produced measurable improvements in efficiency and usability:
Full migration of two companies to QuickBooks Enterprise, including one year of historical data each.
Faster, more accurate accounting processes, reducing time spent on repetitive financial tasks.
Improved reporting capabilities through QuickBooks classes and subaccounts, making it easier to filter and track financial data.
Ongoing support ensured questions were answered quickly, preventing delays during adoption.
Takeaway:
Data migration + QuickBooks setup → streamlined financial processes and improved multi-department reporting
The client highlighted the impact of the implementation:
“Sam’s perseverance – as it was not an easy or quick project. Also, I’m impressed with how much easier it is to filter/track financial data using QB classes and subaccounts.”
The Transformation
Since implementing QuickBooks Enterprise with Certum Solutions’ guidance:
Multi-location financial reporting is simpler, faster, and more accurate.
Both companies now have a reliable system for historical and ongoing data management.
Staff can focus on strategic financial analysis rather than manual data manipulation.
The project has enhanced overall productivity and efficiency across the organizations.
“Using QB will make the accounting processes/tasks more efficient and save us time.” – Anonymous Client
“Sam has been very good about answering questions during and after implementation.” – Anonymous Client
💻 Ready to streamline your accounting system and migrate your data efficiently?
Schedule a FREE Business Consultation with Certum Solutions, Use General Consult Link → https://www.certumsolutions.com/book-consultation