Small and medium business | Business Central, N...

Open Transaction(Such as Invoice, Quote) Data Migration From QuickBooks Online to Business Central

(2) Share

Report

Posted on by Suketu Piprotar

131

Hello,
I want to migrate my quickbooks online's Open transaction such as Invoice,Estimate(Sales Quote) along with item details to business central. How Can I do?

From that I refer this document:- QuickBooks Data Migration Extension - Business Central | Microsoft Learn

But when I used Data migration Extension for it then It include only 4 table such as Custoemer,Vendor,G/L account and Items.

But Here Mentioned that You can Migrate Open Document As Well. But How Can I do?

Categories:

Dynamics 365 Business Central

Dynamics 365 Business Central migration

I have the same question (0)

All responses (4)

Answers (0)

Suggested answer

Khushbu Rajvi. 20,647 Super User 2025 Season 2 on at

Like (2)

Report

Hope this helps: https://community.dynamics.com/blogs/post/?postid=48efed6b-33ab-43c9-81a6-1bc3023e89d9

Was this reply helpful? Yes No
Gerardo Rentería Ga... 25,373 Most Valuable Professional on at

Like (2)

Report

Hi, good day
I hope this can help you, and give you some hints.

Migrate business data - QuickBooks Online to Dynamics 365 Business Central

Best Regards
Gerardo

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 95,748 Super User 2025 Season 2 on at

Like (1)

Report

Hi, hope the following helps as well.

https://www.youtube.com/watch?v=AB6HxIH1g2s

https://www.youtube.com/watch?v=4_ES4Sr-SPU

Thanks.

ZHU

Was this reply helpful? Yes No
Suketu Piprotar 131 on at

Like (0)

Report

Hello @YUN ZHU, @gdrenteria, @Khushbu Rajvi.

Thank you for your valuable response.

I want to add that I had already tried the approach you suggested. However, when I checked for open invoices and credit memos related to sales and purchases in Business Central, there was nothing found. On the other hand, in QuickBooks, there were significant open documents available.

Could you help identify the possible errors or mistakes I might have made during the data migration process?

Additionally, I have an add-on question: If I wish to migrate sales and purchase orders, is there an alternative method other than exporting the data into Excel and importing it into Business Central using a configuration package?

Best Regards,
Suketu

Was this reply helpful? Yes No