Data Migration from QuickBooks to Dynamics 365 Finance and Operation

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Posted on by Hammed

366 User Group Leader

Hello,

I am planning to deploy Dynamics 365 for finance and operation today.I need to migrate data of 7 years from QuickBooks to Dynamics 365 finance and operation.I have couple of questions:

What is the pros and coins on migrating data.Also what tools are available to migrate data?

What it need to prepare both on dynamics 365 for finance and operation and Quickbooks before data migration.

How long does data migration Take to migrate?

What data can be migrated and what data cant be migrated from QuickBooks to Dynamics 365 Finance and Operations?

I WILL APPRECIATE QUICK RESPONSES AND HELP
Thanks

Categories:

Data Migrations

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RE: Data Migration from QuickBooks to Dynamics 365 Finance and Operation

Take a look at Skyvia - it provides good functionality for QuickBooks to Dynamics 365 integration skyvia.com/.../integrate-dynamics-crm-quickbooks

It doesn't require installation and allows you to work directly from a web browser. The Freemium model is available - feel free to test it!
Hammed 366 User Group Leader on at

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RE: Data Migration from QuickBooks to Dynamics 365 Finance and Operation

Yes ofcourse.I am willing to help out.I have added you on LinkedIn.
DylanD 5 on at

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RE: Data Migration from QuickBooks to Dynamics 365 Finance and Operation

I'm about to embark on a similar journey. Hammed - would you be willing to share you leanings?

Sara - I'd like to direct message you. I can be found here - can you please send your contact info or send a message on LinkedIn? https://www.linkedin.com/in/dylandias/
SaraLaidlaw on at

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RE: Data Migration from QuickBooks to Dynamics 365 Finance and Operation

I wish I had seen your post earlier!

The fastest and easiest way to export monthly history from QuickBooks Desktop is with TBX Trial Balance Exporter.

It will export to a csv monthly history that can be used to import journal entries of history for comparative financial reporting. It also offers a replacement table for class names used as departments.

TBX 6.2 should release by 3/2/18 and will include a new one column export with each month differentiated by 12 dates and references, making JE imports even easier.
Hammed 366 User Group Leader on at

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RE: Data Migration from QuickBooks to Dynamics 365 Finance and Operation

I have a Quickbook online that i want to export (to export IIF)the date from but the list menu i can only see import, there wasnt "export" from the menu list. I create a trial version of Quickbooks from www.quickbooks50.com. I need help on how i can migrate dat from the quickbooks that doesnt have this "export" features to Dynamics 365 Finance and operaton.I will appreciate your help.
Hammed 366 User Group Leader on at

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RE: Data Migration from QuickBooks to Dynamics 365 Finance and Operation

Thanks But am working with CSP Partner. I am in charge of this project.I just needed information from the experienced expert as am doing the migration for the first time.Will appreciate your further suggestions.Thanks
dano1968 on at

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RE: Data Migration from QuickBooks to Dynamics 365 Finance and Operation

Chris,

If you want you can reach me @ danlevy@gmerp.com and I can give you the details.
Community Member on at

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RE: Data Migration from QuickBooks to Dynamics 365 Finance and Operation

What is configuration package? I'm curious as I am coming from QB as well. I am having issues with my bank transactions. I have my accounts linked with dynamics and looks like some recent transactions have started to come in. I only need one year of data from Jan 1 2017 to today. How do you recommend bringing in the transactions?
dano1968 on at

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RE: Data Migration from QuickBooks to Dynamics 365 Finance and Operation

I've done this a bunch of times...

Basically here is my approach

GL - if you want 7 years of data ( lets assume starting from 01/01/2010)

1) import via configuration package - Ending trial balance as of 12/31/2009 ( export from QB)

2) import via configuration package - Net Change trial balance for each month Starting 1/31/2010 to 12/31/2015

3) import via configuration package - Import GL detail trans from 01/01/2016 to 12/31/2017

4) import via configuration package - Open AR ( Change Rev Account to the AR account so no net change in GL value)

5)import via configuration package - Open AP ( Change EXP Account to the AP account so no net change in GL value)

I'm sure there are other ways todo this this is what has worked well for me.
Chris Bulson on at

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RE: Data Migration from QuickBooks to Dynamics 365 Finance and Operation

Hello,

Based on the questions you have I would recommend finding a CSP partner who can assist you with this.

www.microsoft.com/.../search

There is a built-in migration tool that will bring over master records and other data depending on whether you're migrating from QB Online or On-Prem. They will not migrate over historical data.

There have been some other discussions on this topic that you can review:

community.dynamics.com/.../596284

community.dynamics.com/.../249593

Thanks,

Chris