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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Uploading information
Microsoft Dynamics GP (Archived)

Uploading information

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Posted on by Ckraemer 40

We are in the process of transitioning out of multiple ways of accounting, Quick Books, Excell Sheets, etc into a company wide standard GP.  We are a manufacturing facility, and would like to get all of our records imported.  Is there a way to  import our GL for 2008 from QB?  If the import is off an excel based spreadsheet, I could merge all of our systems together onto one sheet rather than manually imputting every transaction.

 

Any thoughts, tips???

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  • Ron Wilson Profile Picture
    Ron Wilson 6,010 on at
    Re: Re: Uploading information

    I would have to agree with Mariano on the partner.  We do most of our GP administration in house because we have been doing it for a while that way.  When we first started, however, coming from Quickbooks ourselves, GP was a beast.  If you don't have someone that is already technically proficient, in data migration then a partner is a MUST.  

    Also, picking the RIGHT partner for your situation is a must as well.  I do not know Mariano, but he is an MVP, so I am sure he is good.  We went through 3 partners before we finally had the ability to do it ourselves. 

    If you did want to go at it yourself, there are plenty of softwares out there that will import into GP.  Some even have Quickbooks templates (although I am not sure how deep the templates dive into the migration).

    Best of luck.

  • callen Profile Picture
    callen 4,595 on at
    Re: Uploading information

    If you have Integration Manager, you can import GL transactions with it.

    There is also a Rapid Implementation kit that can import QB data. I haven't used it but it's there for QB users. Here's a bunch of info I just copied:

    Get up and running quickly with rapid migration and implementation tools for Microsoft Dynamics GP.

    Microsoft Dynamics is sold and implemented through a network of more than 9,000 Microsoft Certified Partners. The Rapid Implementation Tools for Microsoft Dynamics® GP are designed to help Partners shorten deployment time, reduce costs, and provide customers a faster return on investment. Microsoft Dynamics GP includes implementation tools that help install and set up your system quickly and reliably. Are you moving from Intuit QuickBooks? Microsoft Dynamics GP includes a data migration tool that efficiently migrates and updates your legacy Intuit QuickBooks data.

    See the details below for more information about Rapid Implementation Tools for Microsoft Dynamics GP.

    Installation: Microsoft Dynamics GP offers a simplified rapid installation experience for defining the features and default database settings you need enabled for your system. By accelerating the installation process, you can rest assured that your system will be properly and quickly installed, with minimal disruption to "business as usual."

    Data migration: Designed specifically for the benefit of customers using QuickBooks, the Rapid Migration Tool for Microsoft Dynamics GP streamlines the process of moving your key QuickBooks data to Microsoft Dynamics GP. The easy-to-use interface helps implementers quickly and efficiently transfer QuickBooks data to Microsoft Dynamics GP—including master records such as customers, vendors, items, and accounts, and open transactions such as payables, receivables, purchase orders, and more—all with just a few clicks. You can even edit your master records in Microsoft® Office Excel® before moving them into Microsoft Dynamics GP; for example, you can rebuild your customer, vendor, or item numbers and names. Your business and end users won’t miss a beat, because you can start using Microsoft Dynamics GP from day one with your vital QuickBooks company data intact.

    Application setup: Set up core financial and distribution functionality in a fraction of the time with the Rapid Configuration Tool for Microsoft Dynamics GP. Pick from one of the 13 available industry setup templates, or import a custom Office Excel configuration template provided by your Microsoft Dynamics partner. These configuration templates and the easy-to-use interface allow your company to take advantage of industry-standard settings and setups that meet highly specific business and industry needs, without the lengthy setup time typically required to customize an application’s configuration.

  • Ckraemer Profile Picture
    Ckraemer 40 on at
    Re: Re: Uploading information

    Thanks for your tips.  I do have a partner, but will see if we end up being good "fits" for each other.

     

     

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