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Quickbooks to Business Central Data Migration

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Posted on by Community Member

We are looking to use the Quickbooks Extension to bring in GL Accounts and balances, Vendors and Open Transactions, and Customers and Open Invoices. We've used the extension and are not getting the expected/desired results.

From a GL perspective, it brought in some accounts but not all and the balances it brought in don't match or balance.

Can anyone provide tips on a process that was followed and successful? I've contacted Support and they mentioned the QB data migration is not always accurate?????

Any input is appreciated.

Thank you

Sharon Nolan

Senior ERP Consultant

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CBurgess3537 132 on at

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Sharon,

This has been answered in this forum before. Just search the QuickBooks and my answer to this will pop up. I have details on how to bring it in and all. Attachments and all, The tool doesnt work like you think, its sloopy at best. If it is not right in the QB it will not come over right in BC. You will still need to fix it in BC bottom line. Hope this helps

Candace

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Thank you for your quick response! I however am not locating the article you mention by doing a search on Quickbooks (or QuickBooks). I also searched on your name. Are you able to provide the actual link?

I appreciate your feedback.

Thank you!

Sharon

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Marco Mels on at

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Hello,

I think this is the posting Candace refers to:

community.dynamics.com/.../microsoft-data-export-tool---cannot-connect-to-quickbooks-make-sure-quickbooks-is-running

Thanks

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M Pilsner 25 on at

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In order to get your data out of the QuickBooks desktop application you will need to download the Microsoft Data Exporter Tool. The instructions for the tool are in the Data Migration Wizard in Business Central. The tool will connect to your QuickBooks application and export the applicable data to a .zip file.

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Overall, the QuickBooks to Dynamics 365 Business Central migration can be a complex process, but the benefits of moving to a more powerful and integrated business management platform can be significant. Here are some key points to consider as you plan your migration:

Carefully evaluate the costs and benefits of different systems, including both upfront costs and ongoing maintenance and support costs.

Consider working with a partner or consultant with experience in QuickBooks to Dynamics 365 Business Central migrations to help you navigate the process and ensure a smooth transition.

Develop a clear migration plan and timeline, including a detailed analysis of your current system and a list of the features and capabilities you need in a new system.

Overall, migrating from QuickBooks to Dynamics 365 Business Central can bring significant benefits to your business, including increased functionality and capabilities, cost savings, and time savings. By carefully planning and executing the migration process, you can make the transition easier and start experiencing the benefits of using a powerful and integrated business management platform.

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Gerardo Rentería Ga... 25,154 Most Valuable Professional on at

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

Transfer data from a QuickBooks app - Business Central | Microsoft Learn

Best Regards
Gerardo

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