Transferring Data From Quickbooks to Accounting Seed

About the Client 

The client provides high-quality, culturally specific behavioral health services. Their goal is to ensure that underserved people receive the highest quality of care that follows best practices and is accountable based on results.

Case Overview

The client was facing issues with manual entries and reconciliation. The manual efforts wasted a lot of time and the client wanted to minimize this time as much as possible.

Client’s Challenges

The following were the key challenges faced by the client: 

• The client had to manually enter every entry into their existing system, which became a tedious task for them. 
• They had trouble reconciling their entries. 
• They were unable to make well-informed decisions due to insufficient information in the report.

Hexaview’s Solution

Hexaview supported the client by providing the following solutions: 

• We configured the accounting seed to meet the needs of the client.
• Billing and reporting became easier through automation. 
• All their historical data was migrated from QuickBooks to the Accounting Seed.

Impact

• Their manual work was significantly reduced. 
• The client was now able to reconcile the entries in the system with their bank statement. 
• Now, their bills are automatically created. 

Key Success Factors

• The client lacked technical expertise, therefore, we communicated openly to meet their business requirements. 
• Our team collaborated with the client on an ongoing basis and assisted them on every step. 
• The client received a highly functional platform.