1
Strategy
2
Data Migration
3
Report Design
4
AI & Workflows
5
Training
6
Ongoing Services
The OOTB Intuit Enterprise Suite Implementation Roadmap

Intuit Enterprise Suite,
implemented with confidence.

Intuit Enterprise Suite brings financial management, payroll, HR, payments, and real-time reporting into one platform built for growing multi-entity businesses. OOTB follows the same six-step process we walk every client through, moving your data off your current accounting platform and building the reporting, automation, and support your team needs around it.

6-12 Weeks Typical Timeline
30+ Years ERP Experience
Zero Surprise Go-Lives
Step 1 · Plan
Strategy & Architecture
Design an IES environment that reflects how your business operates

What we do

  • Review your current accounting platform, entity structure, and reporting needs with your finance lead before any configuration begins
  • Design your IES entity structure, chart of accounts, classes, locations, and reporting dimensions
  • Standardise account names and codes across entities so consolidation works from the first close
  • Agree on which historical data moves to IES and which is archived, documented in a signed-off data inventory

What gets resolved

  • Inconsistent charts of accounts that block consolidation
  • Overly complex account structures that slow down month-end
  • Custom fields and segments from your current platform rebuilt as IES dimensions
Step 2 · Migrate
Data Migration
Clean, validated data in IES, included in every OOTB implementation

What we do

  • Cleanse records before they move by removing inactive, duplicate, and orphaned customers, vendors, and items
  • Map every field from your current accounting platform to its IES equivalent and resolve exceptions before the build
  • Run a test migration and reconcile trial balances, entity reports, and open transactions against your source data
  • Execute the final production migration with a clean opening balance at the start of a fiscal period

What gets resolved

  • Duplicate vendors and customers that inflate reports
  • Years of workaround entries that would otherwise carry over as noise
  • Mapping errors caught in a test environment well before go-live
  • Auditable opening balances that satisfy lenders, auditors, and boards
Step 3 · Report
Report Design
Reports your team can trust from the first close

What we do

  • Rebuild the reports your team relies on today, including the P&L, balance sheet, and consolidated rollups
  • Design dashboards around the decisions your leadership makes each month
  • Validate every IES report against the same report from your current accounting platform

What gets resolved

  • Report discrepancies identified and explained before users go live
  • Spreadsheet exports replaced by real-time reporting inside IES
  • Multi-entity reporting that no longer depends on manual rollups
Step 4 · Automate
AI Configuration & Workflow Design
Automation built around the way your finance team works

What we do

  • Configure the AI capabilities in IES to support your finance workflows
  • Set up intercompany account mapping so IES automates intercompany postings
  • Define approval workflows and role-based access controls
  • Activate integrations including QuickBooks Payroll, QuickBooks Time, QuickBooks Payments, and any third-party connectors, then test them end to end

What gets resolved

  • Intercompany reconciliations that once took days handled as automated entries
  • Access control gaps closed before launch
  • Manual hand-offs between systems removed
Step 5 · Train
Training
Your team trained on your own data

What we do

  • Train your finance team on IES workflows using your migrated data
  • Tailor sessions by role so approvers, accountants, and leadership each learn the parts of IES they use

What gets resolved

  • Faster adoption, helped by the QuickBooks interface your team already knows
  • Most teams fully operational within one to two days of go-live
Step 6 · Support
Ongoing Services
Support that continues after go-live

What we do

  • Provide post-launch support for issue resolution and user questions
  • Support your first month-end close in IES
  • Offer continued advisory and managed services as your business grows and IES adds new features

What gets resolved

  • Your first close in IES is never done alone
  • A consistent point of contact as you add entities or expand how you use IES
Ready for the next step?
Ready to see
everything IES offers?

In a 30-minute strategy session, our team walks you through what Intuit Enterprise Suite can do for your business and what your implementation roadmap looks like, from strategy and architecture through ongoing support.

Book a Strategy Session 30 minutes · No commitment