Steps to follow to migrate Data from QuickBooks Desktop
Below is the data required to import from QuickBooks to Business Central:
- Vendors
- Chart of accounts
- Customers
- Items
- On-hand Quantities for Inventory Items
- Beginning Balance transactions in General Ledger
- Open documents for customers and vendors such as invoices, credit memos and payments
We do migrate full amounts on sales and purchase documents rather than updating partially paid amounts. For instance, if the total amount is $1000 but customer paid only $700 on a sales invoice, we would still migrate the full amount of $1000. All the partial payments have to be updated manually either before or after you migrate data. Hence, we would strongly suggest to apply outstanding transactions before you migrate so to make things easy later on.
Prerequisites of Migration
Specifying the accounts to migrate the transactions is an important part of the migration process. So, ideally planning this mapping before migrating data will be a good idea.
For instance, the accounts where you place transactions for:
- Adjustments in general ledger
- The sale of items or services to customers
- The purchase of items or services from vendors
Business Central requires account numbers assigned to general ledger accounts. Make sure the account numbers are assigned to the accounts in QuickBooks. It is also required to set up a tax account on the transactions in QuickBooks having tax amounts in your tax jurisdiction in Business Central before the transactions that you can post.
You will have to download the Microsoft Data Exporter Tool to get your data out of the QuickBooks desktop application. The data migration wizard in Business Central has the instructions for the tool. This tool will connect to your QuickBooks application and then export all the applicable data in .zip file format.
To get the migration assistance for QuickBooks Hosting on Cloud you can also contact some good hosting providers.
