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Hello Community Members,
We are working on a customer migration project from QuickBooks to Dynamics 365 Business Central SaaS and would like to get recommendations from anyone who has completed a similar migration.
The customer has been using QuickBooks for many years and has a significant amount of historical financial data. They do not want to keep QuickBooks as a separate historical reference system after going live with Business Central. Their expectation is to have complete historical information available directly within Business Central from Day 1.
We are looking for a migration approach or third-party tool that can help us migrate both master data and historical transactional data from QuickBooks to Business Central SaaS.
The migration scope includes:
We understand that migrating complete historical transactions into Business Central can be challenging due to standard posting restrictions and audit considerations. However, we would like to understand the best practices followed by other partners and consultants.
Our specific questions are:
Any recommendations, lessons learned, best practices, or experiences with similar QuickBooks-to-Business Central migrations would be greatly appreciated.
Thank you in advance for your guidance.
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