Thinking About Switching to Sage Intacct? Don’t Let These 10 Pitfalls Derail Your Migration

You’ve outgrown Sage 300 or 100, and Sage Intacct is calling. Makes sense—cloud visibility, multi-entity support, modern workflows. But here’s the catch: migrations often stall not in accounting, but in the field.

When time tracking, approvals, and AP grind to a halt, so does the business.

Here are the 10 most common Sage Intacct migration pitfalls—and how hh2 keeps your payroll and AP running through every phase of the transition.

1. Migrating dirty data “as is”

Old vendors. Duplicate jobs. Inconsistent cost codes. If you bring the mess, you live with the mess.

 hh2 lets you keep collecting time and invoices using your current structures—while your accounting team scrubs the masters behind the scenes.

2. Deferring coding rules until “after go-live”

Intacct’s dimensions are powerful—but if they’re wrong, you get junk data and unusable reports.

hh2 enforces job/phase/cost code discipline in the field, so what lands in Intacct is already clean and structured.

3. Re-entering AP and payroll data manually during cutover

No one has time to double-key invoices and timecards in two systems.

hh2 captures once, routes approvals, and pushes clean transactions—no extra typing, no confusion.

4. Loading data in the wrong order

Get it wrong and you’ll scramble for days. The correct order: master files, then open AP/AR, then beginning balances.

hh2 buffers incoming field data and syncs it to the right destination—Sage 300 now, Intacct after the flip.

5. Skipping a sandbox pilot

If your first import is your first test, you’re asking for trouble.

hh2 supports sandbox testing so you can simulate real workflows with dummy data—and fix surprises before they hit production.

6. Ignoring certified payroll and union rules

Certified payroll is not plug-and-play. Most native Intacct modules miss key needs like classification tracking and fringe calculations.

hh2 captures everything at the source—job classes, approvals, fringes—so your certified payroll reports stay compliant post-migration.

7. Managing approvals via email

During a migration, scattered email chains are a guaranteed mess.

hh2 routes time, AP bills, credit cards, and receipts through structured, auditable workflows—no extra training, just a new destination behind the scenes.

8. Migrating a decade of old AP line items

Don’t let legacy detail drag your timeline.

Move clean masters, open items, and balances—and keep hh2 as your system of record for invoice images, receipts, and field context.

9. Forgetting to schedule a freeze window

When transactions keep hitting the old system during cutover, reconciliation becomes a nightmare.

hh2 lets you pause intake, capture time and invoices offline if needed, and resume sync to Intacct once opening balances are locked.

10. Training users after go-live

Trying to teach new tools during close week? Don’t.

With hh2, approvers use the same interface before, during, and after migration. You can train once—on the real workflows that matter most.

Bonus Pitfall: Assuming Intacct handles construction workflows out of the box

While Intacct excels at financials, it’s not built for construction realities like crew time, daily approvals, or field-coded cost structures.

hh2 fills that gap—extending Intacct with mobile-friendly tools your teams will actually use.

Why hh2 Makes Your Sage Intacct Migration Smoother

1. One capture point, two destinations: Keep field workflows running while accounting switches systems.

2. Real cloud-to-cloud API sync: No middleware, no CSV juggling—just direct integration with AP Bills, Procurement Bills, and Construction Payroll.

3. Enforced accuracy at the source: Cost codes, photos, signatures, GPS, and audit trails come straight from hh2.

4. Zero document loss: Receipts and invoice images stay linked to transactions before and after go-live.

Ready to Map Your Move?

Want to see exactly how your current hh2 setup maps to Sage Intacct?

Book a 15-minute migration walkthrough with your account manager.

We’ll show you your current payroll and AP flows—and how they carry through every stage of your migration.