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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Need to transfer all t...
Microsoft Dynamics CRM (Archived)

Need to transfer all things quickbooks over to Dynamics 2013 on a windows server 2012 R2

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Posted on by Community Member

I need to get rid of Quickbooks and pretty much have Dynamics take over and have a smooth transition. 

I need the customer database I need my sales team to be able to enter in all their information they enter on QB onto Dynamics 

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  • Suggested answer
    sandeepstw Profile Picture
    sandeepstw 4,601 on at

    Hi,

    Please check these links:

    zapier.com/.../quickbooks

    skyvia.com/.../integrate-dynamics-crm-quickbooks

    www.inogic.com/.../inolink-quickbooks-microsoft-dynamics-crm

    Thanks,

    Sandeep

  • CJustin Profile Picture
    CJustin 262 on at

    I understand that you want to migrate from QuickBooks to Dynamics 365.

    I wouldn't be able to give a sureshot solution as you have not mentioned the details of migration that you want to do.

    But these are the things you should keep in mind while migrating.

    Currently there is only a solution for QuickBooks on-prem. Until then, the best option is to get assistance from 3rd party extensions or partners. To begin, the QuickBooks data must be exported to an IIF file to be imported to Dynamics 365 for Financials. The wizard provides users with the steps to do this when migrate from QuickBooks is selected.

    Here are some guidelines to keep in mind when importing from QuickBooks:

    Beginning Balances are brought in for GL accounts and Items quantity on hand only. There are no beginning balances for Vendors or Customers in an IIF file.

    QuickBooks Desktop or for that matter QuickBooks Cloud does not have a Unit of Measure. When items are imported, use a template that has a Unit of Measure selected. Be careful here as it will let you type in a Unit of Measure that doesn’t exist. Make sure to select an existing one from the drop-down or create a new one that to use.

    It’s possible to use QuickBooks without account numbers. It is not possible to migrate without account numbers though. Item accounts must exist in QuickBooks in order to bring in quantity on the items.

    CustomerVendor templates are optional.

    Accounts are imported first at which point posting groups must be created. Accounts need to be imported first to successfully import the remaining data.

    Have you been using any Tax Software hosting, then you may know that...

    It is possible to have 1-sided entries in QuickBooks Desktop that create out of balance accounts. Out of balance accounts will not migrate into Dynamics 365 for Financials as this is not allowed in the product.

    I hope this helps!

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