Dynamics Great Plains to Quickbooks Migration

As Per Intuit QuickBooks, there isn't a way to import "All Transactions" from Microsoft Great Plains or Dynamics into QuickBooks Online. Transactions would have to be entered manually using different file formats since the QuickBooks Online platform is different from Microsoft dynamics. You'll need to identify the transaction type and the file format to ensure that QuickBooks Online will be able to handle them.

Even though there are a multitude of third party companies that claim to specialize in the conversion, the problem is that they will not be familiar with your particular company, which leaves room for costly mistakes. These services often approach the problem the same way someone in house would, so what you are paying for is tedious manual data entry.

Apart from this, transporting data from one software to the other requires a scrutiny of the data being transferred, causing additional strain on staff. It is important to take the time to review current accounting records and clean up bad data like inaccurate inventory counts, duplicate vendor entries, or aging accrual balances. On a more serious level, your accounting records may contain improperly closed periods, inaccurate liability balances, or outstanding balances on old jobs that have been written off or collected.  If the data is bad in your old accounting system, converting to a new accounting system will not improve it.

List Items

How we stand apart

We start by evaluating the source Great Plains data and compile the number of lists and transactions that will need to be converted to QuickBooks. We send you a no-obligation quote after the analysis is complete. We also give you the turnaround time for the conversion. You can decide a cut-off date for Great Plains, and schedule the conversion at your convenience. We work evenings and weekends to make the transition as smooth as possible with the least amount of downtime.


This service includes the following:

  1. We access the source Great Plains data directly and convert all list data to QuickBooks including your chart of accounts, customers, vendors, jobs, employees, classes, inventory, service and tax items, assemblies, price levels, shipping methods, terms, and other names.
  2. We ensure you have a conversion specialist dedicated to your particular file, and will exclusively assess your business needs, making a prompt determination which QuickBooks products would be best suited. 
  3. Our team of professionals host full-time programmers looking after the nitty-gritty details, such as the export, cleaning, and import of your historical data. 

To make sure we see eye to eye, we commit to the following: 


Analysis of Products needed


As mentioned above, your dedicated QuickBooks Specialist will evaluate your business and your existing accounting system. We will strive to understand what your priorities are within an accounting system, and which QuickBooks products are best suited. 


File Setup


We assess files that need data transferred in order to ensure QuickBooks leaves no stone unturned. We work hard to ascertain that your data is fully absorbed. 


Final Review 

This process enables us to do a thorough double-check to make sure we’ve imported everything you need. 


What is converted? 


Lists

  • Chart of Accounts
  • Customer list
  • Vendor List
  • Jobs List
  • Employee List
  • Service Items
  • Inventory Items
  • Non-Inventory Items
  • Assembly Builds Items


Transactions

  • Invoices
  • Customer Payments
  • Credit Memo
  • Sales Receipts
  • Bills
  • Vendor Credits
  • Vendor Payments
  • Checks
  • Journal Entries
  • Item Receipts
  • Inventory Adjustments
  • Liability Adjustments
  • Paychecks (as Journal Entries)
  • Payroll Liability Checks
  • Sales Tax Payments
  • Transfers
  • Estimates
  • Sales Orders
  • Purchase Orders

* All transactions are converted as Journal Entries


What is not converted 

We only currently convert core accounting data from Dynamics GP and not the following types of data.

  • Bank Reconciliations (You will need to do one bank reconciliation after the conversion)
  • Pay-checks are converted as Journal Entries (Payroll data conversion is not supported by QuickBooks)
  • Employee YTD information
  • Individual employee wage or deduction information
  • Custom templates
  • Budgets

Dynamics Great Plains to Quickbooks Migration

To enquire about the Dynamics Great Plains to Quickbooks Migration service, please fill out the form below and a representative will contact you immediately during business hours.