Sage 100

An easy way to start is to ask 1 or 2 AI chatbots to compare pros and cons of the two.

The next thing to do is put the situation into the chatbot, describing some business details of each division - flat out ask the bot for recommendation.

You must assume somebody at your client is doing that already.

Recognize that QB competes heavily with Xero; Xero seems to be winning.

Also know that it is really hard to get QB financials through an audit. If the buying division has more than one owner, that might clear it up right away.

I assume neither division has significant inventory for B2B operations. There would not be a question if they did.

Why does there need to be one system for both? If you're rolling up companies, that definitely rules out QB. If it's just reporting, several BI tools, including Dataself and Solver connect to both and can show financials.

If neither has inventory, you really should encourage them to investigate Intacct. Even if they do, cuz odds are if they have S100 they've already responded to Sage's website.

My guess is this is personal: the senior accounting person at the new owners of the S100 division are QB fans and looking for an excuse to choose QB. If they do, I predict they will end up with Intacct within 2 years.

What am I missing?

@Jerry Norman  The larger division that uses Sage 100 was recently sold.  The smaller division has always used QuickBooks.  Payroll and accounts payable for both divisions was processed in Sage 100.  Journal entries for the QuickBooks transactions were booked monthly in Sage 100.  Financial reporting was done in Sage 100 using Sage Intelligence.  They are left with the small division and want to now have one integrated system.

Yes, I can use ChatGPT or other AI and other resources to get the compare and contrast of Sage 100 and QuickBooks.  Ideally I would like the opinion of a consultant that does both QuickBooks and Sage 100.  It's difficult to be experts in multiple ERP systems but it happens.

Yes, small division accounting has been using QuickBooks for years so they less fearful if they stay with QuickBooks.  Of course, that doesn't mean staying with QuickBooks is in the best interest of the company.

An easy way to start is to ask 1 or 2 AI chatbots to compare pros and cons of the two.

The next thing to do is put the situation into the chatbot, describing some business details of each division - flat out ask the bot for recommendation.

You must assume somebody at your client is doing that already.

Recognize that QB competes heavily with Xero; Xero seems to be winning.

Also know that it is really hard to get QB financials through an audit. If the buying division has more than one owner, that might clear it up right away.

I assume neither division has significant inventory for B2B operations. There would not be a question if they did.

Why does there need to be one system for both? If you're rolling up companies, that definitely rules out QB. If it's just reporting, several BI tools, including Dataself and Solver connect to both and can show financials.

If neither has inventory, you really should encourage them to investigate Intacct. Even if they do, cuz odds are if they have S100 they've already responded to Sage's website.

My guess is this is personal: the senior accounting person at the new owners of the S100 division are QB fans and looking for an excuse to choose QB. If they do, I predict they will end up with Intacct within 2 years.

What am I missing?

I didn't quite understand - so you are advising solely the division that has always used QB?

If they've managed with QB all this time, why would they want to change? It sounds like they need only GLAPAR needs, yes? Sage 100 has long been overkill for those sorts of firms. 

Without knowing how large this division is, what they sell and how, or what pains they have now with QB. Payroll and AP function well in QB, as long the AP isn't inventory releated. What are their growth plans/dreams? Outside invesment plans to fuel growth? (QB won't cut it there.)

A QB user will hate using S100, so there had better be a strong reason to switch to that.

Intacct has LOTS of experience taking smaller QB firms, although mainly non-profits or multi-entity.  

I'd love to hear more. Call me anytime.

@Jerry Norman  The larger division that uses Sage 100 was recently sold.  The smaller division has always used QuickBooks.  Payroll and accounts payable for both divisions was processed in Sage 100.  Journal entries for the QuickBooks transactions were booked monthly in Sage 100.  Financial reporting was done in Sage 100 using Sage Intelligence.  They are left with the small division and want to now have one integrated system.

Yes, I can use ChatGPT or other AI and other resources to get the compare and contrast of Sage 100 and QuickBooks.  Ideally I would like the opinion of a consultant that does both QuickBooks and Sage 100.  It's difficult to be experts in multiple ERP systems but it happens.

Yes, small division accounting has been using QuickBooks for years so they less fearful if they stay with QuickBooks.  Of course, that doesn't mean staying with QuickBooks is in the best interest of the company.

An easy way to start is to ask 1 or 2 AI chatbots to compare pros and cons of the two.

The next thing to do is put the situation into the chatbot, describing some business details of each division - flat out ask the bot for recommendation.

You must assume somebody at your client is doing that already.

Recognize that QB competes heavily with Xero; Xero seems to be winning.

Also know that it is really hard to get QB financials through an audit. If the buying division has more than one owner, that might clear it up right away.

I assume neither division has significant inventory for B2B operations. There would not be a question if they did.

Why does there need to be one system for both? If you're rolling up companies, that definitely rules out QB. If it's just reporting, several BI tools, including Dataself and Solver connect to both and can show financials.

If neither has inventory, you really should encourage them to investigate Intacct. Even if they do, cuz odds are if they have S100 they've already responded to Sage's website.

My guess is this is personal: the senior accounting person at the new owners of the S100 division are QB fans and looking for an excuse to choose QB. If they do, I predict they will end up with Intacct within 2 years.

What am I missing?

If they are comparing annual investments between the 2, I always ask if they have factored in potential embezzlements. The reaction is either they laugh or don't understand the question. Having worked for several CPA firms, we had numerous stories of this occurring with QB users - a great source of new clients. The numbers were typically $200 - $300K. To larger companies, this may not seem like a lot, but for small businesses, this can be devastating. For family-owned and operated companies where it's the parents and a child that work with QB, it's probably OK, but once they start adding outsiders, there is a risk.

I didn't quite understand - so you are advising solely the division that has always used QB?

If they've managed with QB all this time, why would they want to change? It sounds like they need only GLAPAR needs, yes? Sage 100 has long been overkill for those sorts of firms. 

Without knowing how large this division is, what they sell and how, or what pains they have now with QB. Payroll and AP function well in QB, as long the AP isn't inventory releated. What are their growth plans/dreams? Outside invesment plans to fuel growth? (QB won't cut it there.)

A QB user will hate using S100, so there had better be a strong reason to switch to that.

Intacct has LOTS of experience taking smaller QB firms, although mainly non-profits or multi-entity.  

I'd love to hear more. Call me anytime.

@Jerry Norman  The larger division that uses Sage 100 was recently sold.  The smaller division has always used QuickBooks.  Payroll and accounts payable for both divisions was processed in Sage 100.  Journal entries for the QuickBooks transactions were booked monthly in Sage 100.  Financial reporting was done in Sage 100 using Sage Intelligence.  They are left with the small division and want to now have one integrated system.

Yes, I can use ChatGPT or other AI and other resources to get the compare and contrast of Sage 100 and QuickBooks.  Ideally I would like the opinion of a consultant that does both QuickBooks and Sage 100.  It's difficult to be experts in multiple ERP systems but it happens.

Yes, small division accounting has been using QuickBooks for years so they less fearful if they stay with QuickBooks.  Of course, that doesn't mean staying with QuickBooks is in the best interest of the company.

An easy way to start is to ask 1 or 2 AI chatbots to compare pros and cons of the two.

The next thing to do is put the situation into the chatbot, describing some business details of each division - flat out ask the bot for recommendation.

You must assume somebody at your client is doing that already.

Recognize that QB competes heavily with Xero; Xero seems to be winning.

Also know that it is really hard to get QB financials through an audit. If the buying division has more than one owner, that might clear it up right away.

I assume neither division has significant inventory for B2B operations. There would not be a question if they did.

Why does there need to be one system for both? If you're rolling up companies, that definitely rules out QB. If it's just reporting, several BI tools, including Dataself and Solver connect to both and can show financials.

If neither has inventory, you really should encourage them to investigate Intacct. Even if they do, cuz odds are if they have S100 they've already responded to Sage's website.

My guess is this is personal: the senior accounting person at the new owners of the S100 division are QB fans and looking for an excuse to choose QB. If they do, I predict they will end up with Intacct within 2 years.

What am I missing?

John put the reason no investment firm will buy a company with QB far more memorably than what i tried to say.

There is NO guarantee of historical financial integrity in QB. The right person go anywhere in the history and litterally change the records. There is supposedly some sort of audit trail created, but every QB expert I've talked with about this said you can get around it if you know what you're doing. 

This falls on deaf ears to small biz managers who think all this accounting stuff is made up to produce jobs for green eyeshaders. 

As part of my most memorable (as in "insane") Sage 100 deal closing experience, Son called me up and asked, "if we buy your product can Mom still cook the books?" My answer motivated Son to give the ultimatum ("buy this or you lose your sales manager") to Mom. She then called me and said, "Fine, we'll buy this. But I don't ever want to talk to you again!" Of course she did, but we had warmer relations with the staff -- eventually. 

If they are comparing annual investments between the 2, I always ask if they have factored in potential embezzlements. The reaction is either they laugh or don't understand the question. Having worked for several CPA firms, we had numerous stories of this occurring with QB users - a great source of new clients. The numbers were typically $200 - $300K. To larger companies, this may not seem like a lot, but for small businesses, this can be devastating. For family-owned and operated companies where it's the parents and a child that work with QB, it's probably OK, but once they start adding outsiders, there is a risk.

I didn't quite understand - so you are advising solely the division that has always used QB?

If they've managed with QB all this time, why would they want to change? It sounds like they need only GLAPAR needs, yes? Sage 100 has long been overkill for those sorts of firms. 

Without knowing how large this division is, what they sell and how, or what pains they have now with QB. Payroll and AP function well in QB, as long the AP isn't inventory releated. What are their growth plans/dreams? Outside invesment plans to fuel growth? (QB won't cut it there.)

A QB user will hate using S100, so there had better be a strong reason to switch to that.

Intacct has LOTS of experience taking smaller QB firms, although mainly non-profits or multi-entity.  

I'd love to hear more. Call me anytime.

@Jerry Norman  The larger division that uses Sage 100 was recently sold.  The smaller division has always used QuickBooks.  Payroll and accounts payable for both divisions was processed in Sage 100.  Journal entries for the QuickBooks transactions were booked monthly in Sage 100.  Financial reporting was done in Sage 100 using Sage Intelligence.  They are left with the small division and want to now have one integrated system.

Yes, I can use ChatGPT or other AI and other resources to get the compare and contrast of Sage 100 and QuickBooks.  Ideally I would like the opinion of a consultant that does both QuickBooks and Sage 100.  It's difficult to be experts in multiple ERP systems but it happens.

Yes, small division accounting has been using QuickBooks for years so they less fearful if they stay with QuickBooks.  Of course, that doesn't mean staying with QuickBooks is in the best interest of the company.

An easy way to start is to ask 1 or 2 AI chatbots to compare pros and cons of the two.

The next thing to do is put the situation into the chatbot, describing some business details of each division - flat out ask the bot for recommendation.

You must assume somebody at your client is doing that already.

Recognize that QB competes heavily with Xero; Xero seems to be winning.

Also know that it is really hard to get QB financials through an audit. If the buying division has more than one owner, that might clear it up right away.

I assume neither division has significant inventory for B2B operations. There would not be a question if they did.

Why does there need to be one system for both? If you're rolling up companies, that definitely rules out QB. If it's just reporting, several BI tools, including Dataself and Solver connect to both and can show financials.

If neither has inventory, you really should encourage them to investigate Intacct. Even if they do, cuz odds are if they have S100 they've already responded to Sage's website.

My guess is this is personal: the senior accounting person at the new owners of the S100 division are QB fans and looking for an excuse to choose QB. If they do, I predict they will end up with Intacct within 2 years.

What am I missing?

If they are comparing annual investments between the 2, I always ask if they have factored in potential embezzlements. The reaction is either they laugh or don't understand the question. Having worked for several CPA firms, we had numerous stories of this occurring with QB users - a great source of new clients. The numbers were typically $200 - $300K. To larger companies, this may not seem like a lot, but for small businesses, this can be devastating. For family-owned and operated companies where it's the parents and a child that work with QB, it's probably OK, but once they start adding outsiders, there is a risk.

I didn't quite understand - so you are advising solely the division that has always used QB?

If they've managed with QB all this time, why would they want to change? It sounds like they need only GLAPAR needs, yes? Sage 100 has long been overkill for those sorts of firms. 

Without knowing how large this division is, what they sell and how, or what pains they have now with QB. Payroll and AP function well in QB, as long the AP isn't inventory releated. What are their growth plans/dreams? Outside invesment plans to fuel growth? (QB won't cut it there.)

A QB user will hate using S100, so there had better be a strong reason to switch to that.

Intacct has LOTS of experience taking smaller QB firms, although mainly non-profits or multi-entity.  

I'd love to hear more. Call me anytime.

@Jerry Norman  The larger division that uses Sage 100 was recently sold.  The smaller division has always used QuickBooks.  Payroll and accounts payable for both divisions was processed in Sage 100.  Journal entries for the QuickBooks transactions were booked monthly in Sage 100.  Financial reporting was done in Sage 100 using Sage Intelligence.  They are left with the small division and want to now have one integrated system.

Yes, I can use ChatGPT or other AI and other resources to get the compare and contrast of Sage 100 and QuickBooks.  Ideally I would like the opinion of a consultant that does both QuickBooks and Sage 100.  It's difficult to be experts in multiple ERP systems but it happens.

Yes, small division accounting has been using QuickBooks for years so they less fearful if they stay with QuickBooks.  Of course, that doesn't mean staying with QuickBooks is in the best interest of the company.

An easy way to start is to ask 1 or 2 AI chatbots to compare pros and cons of the two.

The next thing to do is put the situation into the chatbot, describing some business details of each division - flat out ask the bot for recommendation.

You must assume somebody at your client is doing that already.

Recognize that QB competes heavily with Xero; Xero seems to be winning.

Also know that it is really hard to get QB financials through an audit. If the buying division has more than one owner, that might clear it up right away.

I assume neither division has significant inventory for B2B operations. There would not be a question if they did.

Why does there need to be one system for both? If you're rolling up companies, that definitely rules out QB. If it's just reporting, several BI tools, including Dataself and Solver connect to both and can show financials.

If neither has inventory, you really should encourage them to investigate Intacct. Even if they do, cuz odds are if they have S100 they've already responded to Sage's website.

My guess is this is personal: the senior accounting person at the new owners of the S100 division are QB fans and looking for an excuse to choose QB. If they do, I predict they will end up with Intacct within 2 years.

What am I missing?

We had a CPA that did consulting with us for a while and she got me in the habit of calling it "CookBooks"...

If they are comparing annual investments between the 2, I always ask if they have factored in potential embezzlements. The reaction is either they laugh or don't understand the question. Having worked for several CPA firms, we had numerous stories of this occurring with QB users - a great source of new clients. The numbers were typically $200 - $300K. To larger companies, this may not seem like a lot, but for small businesses, this can be devastating. For family-owned and operated companies where it's the parents and a child that work with QB, it's probably OK, but once they start adding outsiders, there is a risk.

I didn't quite understand - so you are advising solely the division that has always used QB?

If they've managed with QB all this time, why would they want to change? It sounds like they need only GLAPAR needs, yes? Sage 100 has long been overkill for those sorts of firms. 

Without knowing how large this division is, what they sell and how, or what pains they have now with QB. Payroll and AP function well in QB, as long the AP isn't inventory releated. What are their growth plans/dreams? Outside invesment plans to fuel growth? (QB won't cut it there.)

A QB user will hate using S100, so there had better be a strong reason to switch to that.

Intacct has LOTS of experience taking smaller QB firms, although mainly non-profits or multi-entity.  

I'd love to hear more. Call me anytime.

@Jerry Norman  The larger division that uses Sage 100 was recently sold.  The smaller division has always used QuickBooks.  Payroll and accounts payable for both divisions was processed in Sage 100.  Journal entries for the QuickBooks transactions were booked monthly in Sage 100.  Financial reporting was done in Sage 100 using Sage Intelligence.  They are left with the small division and want to now have one integrated system.

Yes, I can use ChatGPT or other AI and other resources to get the compare and contrast of Sage 100 and QuickBooks.  Ideally I would like the opinion of a consultant that does both QuickBooks and Sage 100.  It's difficult to be experts in multiple ERP systems but it happens.

Yes, small division accounting has been using QuickBooks for years so they less fearful if they stay with QuickBooks.  Of course, that doesn't mean staying with QuickBooks is in the best interest of the company.

An easy way to start is to ask 1 or 2 AI chatbots to compare pros and cons of the two.

The next thing to do is put the situation into the chatbot, describing some business details of each division - flat out ask the bot for recommendation.

You must assume somebody at your client is doing that already.

Recognize that QB competes heavily with Xero; Xero seems to be winning.

Also know that it is really hard to get QB financials through an audit. If the buying division has more than one owner, that might clear it up right away.

I assume neither division has significant inventory for B2B operations. There would not be a question if they did.

Why does there need to be one system for both? If you're rolling up companies, that definitely rules out QB. If it's just reporting, several BI tools, including Dataself and Solver connect to both and can show financials.

If neither has inventory, you really should encourage them to investigate Intacct. Even if they do, cuz odds are if they have S100 they've already responded to Sage's website.

My guess is this is personal: the senior accounting person at the new owners of the S100 division are QB fans and looking for an excuse to choose QB. If they do, I predict they will end up with Intacct within 2 years.

What am I missing?

We had a CPA that did consulting with us for a while and she got me in the habit of calling it "CookBooks"...

If they are comparing annual investments between the 2, I always ask if they have factored in potential embezzlements. The reaction is either they laugh or don't understand the question. Having worked for several CPA firms, we had numerous stories of this occurring with QB users - a great source of new clients. The numbers were typically $200 - $300K. To larger companies, this may not seem like a lot, but for small businesses, this can be devastating. For family-owned and operated companies where it's the parents and a child that work with QB, it's probably OK, but once they start adding outsiders, there is a risk.

I didn't quite understand - so you are advising solely the division that has always used QB?

If they've managed with QB all this time, why would they want to change? It sounds like they need only GLAPAR needs, yes? Sage 100 has long been overkill for those sorts of firms. 

Without knowing how large this division is, what they sell and how, or what pains they have now with QB. Payroll and AP function well in QB, as long the AP isn't inventory releated. What are their growth plans/dreams? Outside invesment plans to fuel growth? (QB won't cut it there.)

A QB user will hate using S100, so there had better be a strong reason to switch to that.

Intacct has LOTS of experience taking smaller QB firms, although mainly non-profits or multi-entity.  

I'd love to hear more. Call me anytime.

@Jerry Norman  The larger division that uses Sage 100 was recently sold.  The smaller division has always used QuickBooks.  Payroll and accounts payable for both divisions was processed in Sage 100.  Journal entries for the QuickBooks transactions were booked monthly in Sage 100.  Financial reporting was done in Sage 100 using Sage Intelligence.  They are left with the small division and want to now have one integrated system.

Yes, I can use ChatGPT or other AI and other resources to get the compare and contrast of Sage 100 and QuickBooks.  Ideally I would like the opinion of a consultant that does both QuickBooks and Sage 100.  It's difficult to be experts in multiple ERP systems but it happens.

Yes, small division accounting has been using QuickBooks for years so they less fearful if they stay with QuickBooks.  Of course, that doesn't mean staying with QuickBooks is in the best interest of the company.

An easy way to start is to ask 1 or 2 AI chatbots to compare pros and cons of the two.

The next thing to do is put the situation into the chatbot, describing some business details of each division - flat out ask the bot for recommendation.

You must assume somebody at your client is doing that already.

Recognize that QB competes heavily with Xero; Xero seems to be winning.

Also know that it is really hard to get QB financials through an audit. If the buying division has more than one owner, that might clear it up right away.

I assume neither division has significant inventory for B2B operations. There would not be a question if they did.

Why does there need to be one system for both? If you're rolling up companies, that definitely rules out QB. If it's just reporting, several BI tools, including Dataself and Solver connect to both and can show financials.

If neither has inventory, you really should encourage them to investigate Intacct. Even if they do, cuz odds are if they have S100 they've already responded to Sage's website.

My guess is this is personal: the senior accounting person at the new owners of the S100 division are QB fans and looking for an excuse to choose QB. If they do, I predict they will end up with Intacct within 2 years.

What am I missing?

I had a client on Sage 100 whose bookkeeper allegedly just took them for $500-$800k ( I'm not sure they know how much). In my view fraud is much more about lack of controls and the accounting system is only one part of it.

In this case nobody was reviewing anything on the AR and I believe what was happening is the bookkeeper wrote off large AR invoices and pocketed the money to a personal payment account or an account they controlled.

IMO, if nobody is reviewing the books and duties are not adequately segregated it doesn't matter what accounting system you are using --- watch out! 

See also - All the Queens Horses

We had a CPA that did consulting with us for a while and she got me in the habit of calling it "CookBooks"...

If they are comparing annual investments between the 2, I always ask if they have factored in potential embezzlements. The reaction is either they laugh or don't understand the question. Having worked for several CPA firms, we had numerous stories of this occurring with QB users - a great source of new clients. The numbers were typically $200 - $300K. To larger companies, this may not seem like a lot, but for small businesses, this can be devastating. For family-owned and operated companies where it's the parents and a child that work with QB, it's probably OK, but once they start adding outsiders, there is a risk.

I didn't quite understand - so you are advising solely the division that has always used QB?

If they've managed with QB all this time, why would they want to change? It sounds like they need only GLAPAR needs, yes? Sage 100 has long been overkill for those sorts of firms. 

Without knowing how large this division is, what they sell and how, or what pains they have now with QB. Payroll and AP function well in QB, as long the AP isn't inventory releated. What are their growth plans/dreams? Outside invesment plans to fuel growth? (QB won't cut it there.)

A QB user will hate using S100, so there had better be a strong reason to switch to that.

Intacct has LOTS of experience taking smaller QB firms, although mainly non-profits or multi-entity.  

I'd love to hear more. Call me anytime.

@Jerry Norman  The larger division that uses Sage 100 was recently sold.  The smaller division has always used QuickBooks.  Payroll and accounts payable for both divisions was processed in Sage 100.  Journal entries for the QuickBooks transactions were booked monthly in Sage 100.  Financial reporting was done in Sage 100 using Sage Intelligence.  They are left with the small division and want to now have one integrated system.

Yes, I can use ChatGPT or other AI and other resources to get the compare and contrast of Sage 100 and QuickBooks.  Ideally I would like the opinion of a consultant that does both QuickBooks and Sage 100.  It's difficult to be experts in multiple ERP systems but it happens.

Yes, small division accounting has been using QuickBooks for years so they less fearful if they stay with QuickBooks.  Of course, that doesn't mean staying with QuickBooks is in the best interest of the company.

An easy way to start is to ask 1 or 2 AI chatbots to compare pros and cons of the two.

The next thing to do is put the situation into the chatbot, describing some business details of each division - flat out ask the bot for recommendation.

You must assume somebody at your client is doing that already.

Recognize that QB competes heavily with Xero; Xero seems to be winning.

Also know that it is really hard to get QB financials through an audit. If the buying division has more than one owner, that might clear it up right away.

I assume neither division has significant inventory for B2B operations. There would not be a question if they did.

Why does there need to be one system for both? If you're rolling up companies, that definitely rules out QB. If it's just reporting, several BI tools, including Dataself and Solver connect to both and can show financials.

If neither has inventory, you really should encourage them to investigate Intacct. Even if they do, cuz odds are if they have S100 they've already responded to Sage's website.

My guess is this is personal: the senior accounting person at the new owners of the S100 division are QB fans and looking for an excuse to choose QB. If they do, I predict they will end up with Intacct within 2 years.

What am I missing?

I had a client on Sage 100 whose bookkeeper allegedly just took them for $500-$800k ( I'm not sure they know how much). In my view fraud is much more about lack of controls and the accounting system is only one part of it.

In this case nobody was reviewing anything on the AR and I believe what was happening is the bookkeeper wrote off large AR invoices and pocketed the money to a personal payment account or an account they controlled.

IMO, if nobody is reviewing the books and duties are not adequately segregated it doesn't matter what accounting system you are using --- watch out! 

See also - All the Queens Horses

We had a CPA that did consulting with us for a while and she got me in the habit of calling it "CookBooks"...

If they are comparing annual investments between the 2, I always ask if they have factored in potential embezzlements. The reaction is either they laugh or don't understand the question. Having worked for several CPA firms, we had numerous stories of this occurring with QB users - a great source of new clients. The numbers were typically $200 - $300K. To larger companies, this may not seem like a lot, but for small businesses, this can be devastating. For family-owned and operated companies where it's the parents and a child that work with QB, it's probably OK, but once they start adding outsiders, there is a risk.

I didn't quite understand - so you are advising solely the division that has always used QB?

If they've managed with QB all this time, why would they want to change? It sounds like they need only GLAPAR needs, yes? Sage 100 has long been overkill for those sorts of firms. 

Without knowing how large this division is, what they sell and how, or what pains they have now with QB. Payroll and AP function well in QB, as long the AP isn't inventory releated. What are their growth plans/dreams? Outside invesment plans to fuel growth? (QB won't cut it there.)

A QB user will hate using S100, so there had better be a strong reason to switch to that.

Intacct has LOTS of experience taking smaller QB firms, although mainly non-profits or multi-entity.  

I'd love to hear more. Call me anytime.

@Jerry Norman  The larger division that uses Sage 100 was recently sold.  The smaller division has always used QuickBooks.  Payroll and accounts payable for both divisions was processed in Sage 100.  Journal entries for the QuickBooks transactions were booked monthly in Sage 100.  Financial reporting was done in Sage 100 using Sage Intelligence.  They are left with the small division and want to now have one integrated system.

Yes, I can use ChatGPT or other AI and other resources to get the compare and contrast of Sage 100 and QuickBooks.  Ideally I would like the opinion of a consultant that does both QuickBooks and Sage 100.  It's difficult to be experts in multiple ERP systems but it happens.

Yes, small division accounting has been using QuickBooks for years so they less fearful if they stay with QuickBooks.  Of course, that doesn't mean staying with QuickBooks is in the best interest of the company.

An easy way to start is to ask 1 or 2 AI chatbots to compare pros and cons of the two.

The next thing to do is put the situation into the chatbot, describing some business details of each division - flat out ask the bot for recommendation.

You must assume somebody at your client is doing that already.

Recognize that QB competes heavily with Xero; Xero seems to be winning.

Also know that it is really hard to get QB financials through an audit. If the buying division has more than one owner, that might clear it up right away.

I assume neither division has significant inventory for B2B operations. There would not be a question if they did.

Why does there need to be one system for both? If you're rolling up companies, that definitely rules out QB. If it's just reporting, several BI tools, including Dataself and Solver connect to both and can show financials.

If neither has inventory, you really should encourage them to investigate Intacct. Even if they do, cuz odds are if they have S100 they've already responded to Sage's website.

My guess is this is personal: the senior accounting person at the new owners of the S100 division are QB fans and looking for an excuse to choose QB. If they do, I predict they will end up with Intacct within 2 years.

What am I missing?

BTDT, it really depends on how patient you are at dealing with "but that's not how quickbooks did it"

@Wayne Schulz  yes.  I have converted many QB systems to Sage 100 and have heard the "that's not how QB did it" many times.  My standard reply is "maybe that's good" and "there's probably a few features QB has that Sage 100 doesn't have and probably a few hundred features Sage 100 has that QB doesn't have.    

BTDT, it really depends on how patient you are at dealing with "but that's not how quickbooks did it"

I wonder if The Tr**p Organization uses QuickBooks?

@Wayne Schulz  yes.  I have converted many QB systems to Sage 100 and have heard the "that's not how QB did it" many times.  My standard reply is "maybe that's good" and "there's probably a few features QB has that Sage 100 doesn't have and probably a few hundred features Sage 100 has that QB doesn't have.    

BTDT, it really depends on how patient you are at dealing with "but that's not how quickbooks did it"

Also, QB has significantly changed pricing. Gone are the days of paying $450 every three years for a mandatory upgrade. You're now forced into subscription at a much higher recurring price.