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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / dynamics gp great plai...
Microsoft Dynamics GP (Archived)

dynamics gp great plains export transactional data, lists, reports CSV

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Posted on by Community Member

Hello, need to export data from MS Dynamics Great Plains (our system) to QuickBooks Premier 2018 desktop (external accountant). Has anyone done this? I know we can export basic lists via CSV.  Can anyone help w advice in re transactional detail? The accountant wants 1 year for comparative purposes. Anyone’s experience w this? Difficulty? Issues? Suggestions?

 

Anyone have experience w exporting transactional data out of GP and formatting/importing it to QBs desktop Enterprise 2018?

 

Many thanks, any info appreciated.

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  • Community Member Profile Picture
    Community Member on at
    dynamics gp great plains export transaction history

    Can anyone advise how I can export transaction detail/history in CSV format out of Great Plains?

    Many thanks.

  • mm123 Profile Picture
    mm123 2,535 on at
    RE: dynamics gp great plains export transactional data, lists, reports CSV

    Hi, Yes we have done couple of similar data export from Great Plains to QuickBooks system, exporting master & transaction level data into QuickBooks using API & SDK Programming. If you are interested, please drop an email to discuss.

    samr(at)expsoltech(dot)com

    www.expsoltech.com

    (GP & QB Programming firm)

  • Verified answer
    Beat Bucher GP Geek GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,058 Moderator on at
    RE: dynamics gp great plains export transactional data, lists, reports CSV

    Hi,

    I don't know about how QuickBooks enterprise 2018 works in regards of Data import, but in regards of what GP can provide, there is plenty of already built-in reports that you can leverage to get your transactional G/L data out of the company's ledger.

    Check your default SmartLists (Accounts Transactions under Financial), or if you have deployed the built-in Excel reports, the same data exists in Excel, based on the same SQL view AccountTransactions.

    Now for the import side into QB, it all depends how the import can be configured/used, or if there is any API to 'push' data into QB.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: dynamics gp great plains export transactional data, lists, reports CSV

    Thank you Beat, very informative. Appreciate your input/time.

    Ilya Ilienko

  • Community Member Profile Picture
    Community Member on at
    RE: dynamics gp great plains export transactional data, lists, reports CSV

    Did you look at a conversion company like below?

    quickbooksrepairpro.com/DynamicsGP-to-Quickbooks.aspx

    www.fourlane.com/great-plains-to-quickbooks

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