Elevating Financial Clarity for NewLight Health with Fourlane & Acumatica ERP Integration
About NewLight Health
NewLight Health recently completed a major accounting systems upgrade, moving from QuickBooks and Fishbowl into a fully integrated Acumatica ERP environment. For organizations wondering what is Acumatica and how the right implementation can improve operational clarity, NewLight Health’s experience offers a clear example. As the team balanced daily financial tasks with the demands of a growing wellness business, even small disruptions in data accuracy created significant inefficiencies. To ensure its Acumatica integration delivered unified visibility, accurate reporting, and long-term scalability, NewLight Health partnered with Fourlane to optimize the system and establish a reliable financial foundation.
The Challenge
Although NewLight Health completed its initial migration to Acumatica, the finance team soon discovered gaps that could undermine confidence in the new system.
- Incomplete bank reconciliation from QuickBooks cutover
- Payroll still running in QuickBooks instead of Acumatica
- Missing historical fiscal-year data for comparative reporting
- Unrefined refund workflows, ACH payments, and check printing
Without fixes, the team risked maintaining parallel QuickBooks records, increasing manual work and error potential.
The Solution
Fourlane delivered a phased approach focused on reconciliation, configuration, and ongoing support:
- Validated tenant-by-tenant trial balances and created a dedicated tenant for historical data imports
- Completed bank and credit card reconciliations for the go-live cutover and month to month
- Built detailed Excel workbooks to identify missing transactions for team verification
- Imported corrected entries, closed periods, and achieved a clean first month in Acumatica
- Enabled audit history, security, and created rolling P&L and balance sheet reports
Throughout each milestone, Fourlane and NewLight Health complete regular meetings (often weekly) keeping both teams aligned on next steps.
The Results
By the time NewLight Health and Fourlane wrapped the initial optimization phase, the team had achieved several measurable improvements.
- Completed backlog of cash and credit reconciliations
- Elimination of duplicate QuickBooks data entry, reducing admin time and errors
- Comparative reporting for trial balances for better decision-making
- Audit trails showing who performed financial changes
With an ongoing monthly retainer, NewLight receives proactive maintenance, reconciliations, and expert support—ensuring long-term scalability.
“Moving to Acumatica was a big step for us, but Fourlane is the reason it became a true upgrade. Their team didn’t just fix issues, they helped us understand our data, streamline our processes, and finally trust our system. We’ve eliminated duplicate work, improved our reporting, and gained the clarity we always hoped an ERP would provide. Fourlane has become an essential partner in our financial operations.” –
Amos Stoltzfus, Owner | NewLight Health
Conclusion
Fourlane’s collaborative approach demonstrates that ERP value does not end at go-live; it evolves through diligent reconciliation, smart configuration, and continuous improvement.
Fourlane Is Here To Help
Ready to achieve the same control and efficiency in your own financial systems? Contact Fourlane for expert QuickBooks migration, integration and support to optimize your business operations.
Reach out to us by email, or call us at 1-800-931-2120. We’d love to help you navigate any challenges and grow your business.
About NewLight Health
NewLight Health is a wellness company that offers science-based natural supplements aimed at enhancing cellular health, increasing energy, improving sleep, and combating brain fog.
Industry
Consumer Products
Location
Elliottsburg, PA