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Lots of questions: Migrating from Quickbooks Desktop to Business Central Essentials

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I'm the /IT guy/ for a small (30 employee) design, print, and wholesale business: https://jkdbrands.com/

We are currently running ERP type functions on QB Enterprise 2022.

Sales: customers, estimates, invoices, customer payments, AR
Purchasing: vendors, purchase orders, vendor payments, AP
Warehouse: Basic inventory with pricing
Finance

For myriad reasons, we are looking to /get off quickbooks/.

Has anyone been down this road before? ... maybe have learned experience or recommendations in this area?

My understanding is that you can't buy a Business Central license directly from MS - you have to go through a partner.

Any recommendations in that area? What should our expectations be for this partner?

From a resource training perspective - What's the learning curve like for accountants, sales admins, etc?

Is training something we should expect the vendor/partner to provide?

If we wanted to do as much of the migration as possible /in-house/, meaning the least amount of vendor/partner support possible:

How difficult is Bus Central Essentials to configure and get up and running out-of-box?

We also use Office 365 and Teams. How difficult is integration? Is there any integrated functionality that /just works/ out of the box?

Along the same lines - How difficult is it to migrate all the ERP data over from QB?

Along those lines - Has anyone tried using https://mydbsync.com/ to get a live (near-real-time) 2-way data synch set up between QB and Business Central Essentials?

MANY THANKS!

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Dynamics 365 Business Central

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YUN ZHU 74,115 Super User 2024 Season 2 on at

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Lots of questions: Migrating from Quickbooks Desktop to Business Central Essentials

Hi, just to add some info.

Regarding partners, you can find local partners on AppSource, and you can contact them to see how much they can support.

https://appsource.microsoft.com/en-us/

Regarding learning materials, Microsoft does not provide special training. Currently, only some can be found on MS Learn, for example, https://yzhums.com/28916/ and other third-party partners also provide training, you can try to get in touch.

Regarding data migration, the Configuration Package is generally used, but it also has some limitations. I hope the following information can give you some help.

https://yzhums.com/4286/

Regarding the integration with Microsoft 365, I have discussed some before, you can refer to it.

https://yzhums.com/?s=teams

Hope this helps.

Thanks.

ZHU
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Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

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Lots of questions: Migrating from Quickbooks Desktop to Business Central Essentials

I think you have lots of good questions when it comes to migrating into Business Central.

I can probably not answer all of them but I will try to provide you some input that I hope can be helpful to you.

It is correct that you can not purchase Business Central directly from Microsoft. You have to go through a partner to do that.

But you can get a free trial to play with first and see how far you are able to get with that. You can do that from this link.

https://dynamics.microsoft.com/nb-no/business-central/overview/

When it comes to choice of partner and what you should expect from them there can be many different opinions about that. I think it is important that you find a partner that are experienced in your area of Business and that you feel that you can have a good dialog with. You can contact your local Microsoft representatives and ask them for a list of local Business Central partners. The partner should provide you both with business knowledge and system knowledge. And you should also be able to discuss with them your own involvement in the project,

When it comes to data migration Microsoft have already some tools in place for this that you can read more about here:

QuickBooks Data Migration Extension - Business Central | Microsoft Learn

You should also be able to try them out in a trail version.

To do the onboarding completely yourself can be possible but I would not recommend it. Having some assistance from a partner will help you avoid some pitfalls that you otherwise might experience.

Integration with teams and Microsoft 365 is pretty straight forward and not very complex to set up.

In my experience the learning curve for Business Central is not very steep, but it all comes down to both the employees and the trainer and of course also how complex the use of the system will be.

Business Central can be configured to be used pretty simple but can also be configured with very complex processes and support a wide range of business processes.

I hope this gave you some input.