Overview
Infintrix Technologies migrated HarborPoint Distributors from QuickBooks to ERPNext to unify accounting, inventory, and order management—removing data silos and enabling scalable operations.
Challenge
HarborPoint relied heavily on QuickBooks for accounting while operational data (inventory, orders, purchasing) lived in spreadsheets and a legacy warehouse tool. This fragmentation caused reconciliation issues, inventory inaccuracies, slow month-end closes, and limited visibility for purchasing and sales teams.
Solution
Infintrix Technologies performed a phased migration from QuickBooks to ERPNext: audited and cleaned financial and master-data, designed a mapped data model, implemented ERPNext Accounting + Inventory + Sales modules, built API-based integrations for shipping and e-commerce channels, and provided role-based dashboards with automated month-end close processes. We preserved historical financial continuity by importing transactional history while maintaining tax and audit trails.
Results
After the migration HarborPoint achieved a 70% faster month-end close, reduced inventory variances from 8% to 1.2%, eliminated duplicate data entry, and improved order-to-fulfillment speed by 35%. Finance gained same-day reconciliations and the commercial team could view stock and customer credit in real time.
Client Testimonial
“Infintrix helped us move off QuickBooks without disrupting operations. Their phased approach, meticulous data migration, and hands-on training meant our teams adopted ERPNext quickly — and our finance team now closes the month in days, not weeks. — CFO, HarborPoint Distributors”