Unlock efficiency and synergy via a seamless migration process.
When you first started your business, Quickbooks was likely an obvious choice for your accounting software. However, as you’ve grown, your operations have likely become more complex and Quickbooks simply can’t keep up. Dynamics 365 Business Central is an ideal next choice as it provides all the capabilities needed to manage financials, basic supply chain operations, and other business processes.
Said Deb Gaeth, Senior ERP Architect at JourneyTEAM: “As your business grows and your needs change, it’s important to align yourself with a scalable ERP system that can handle all facets of your business. From finance to production, Dynamics 365 Business Central is your answer. It's User friendly, has plenty of power to address your growing business, and allows you to easily analyze your business data to make the best decisions possible.”
If you’re looking to migrate from Quickbooks to Business Central, the process is relatively simple. Below, we’ll delve into the steps needed to complete the migration as well as the seamless integration between the two platforms.
An Overview of the Migration Process
1. Assessment and Planning
An important part of the migration process is determining which accounts you want to migrate transactions to. For example, the accounts for vendor purchases, adjustments in your ledgers, customer sales, etc. You’ll want to map out all this data before you start migrating data to make sure the data is moved to the right location.
Next, identify key stakeholders and team members that will play a part in the migration process. Collaborate with them to create a project timeline, milestones, and budget to guide the migration.
2. Data Preparation
Once you have a plan in place, you’ll want to cleanse and organize the data within your existing Quickbooks account. This ensures the data you’re migrating into Dynamics 365 is up-to-date and accurate which can save you time moving forward. You may also want to consider creating backups of your Quickbooks data to avoid any potential data loss during the migration. Next, you’ll want to identify and document the custom fields you’re using in Quickbooks so you can replicate them in Business Central.
3. Dynamics 365 Configuration
With your Quickbooks data clean and ready to go, it’s time to set up your Dynamics 365 Business Central instance and ensure it’s configured to your business requirements. You’ll want to ensure that you appropriately map your Quickbooks data fields to the same fields in Business Central. You’ll also want to customize your workflows and business processes to align with your organization’s needs. This ensures that everything is accurate once the migration is complete, and doesn’t disrupt business processes.
4. Data Migration
Now it’s time to begin the data migration process. Consider using Dynamics 365 Business Central migration tools (ETL) or third-party tools to complete the data transfer. Once the migration is complete, you’ll want to validate the integrity and accuracy of the data. This will help you identify and address any potential issues within the data, ensuring you’re working with accurate, reliable data moving forward.
5. User Training
Once the migration is complete, take the time to train your team on how to use the features and functionalities within Business Central. Ensure you provide resources and support to help users fully adopt and use the new system.
6. Continuous Monitoring
After you’ve completely transitioned to Dynamics 365, continuously monitor the environment so you can resolve any potential issues that arise. You’ll also want to ensure you have a support plan in place so you can quickly remedy issues.
Microsoft Dynamics Quickbooks Integration
If you’re not ready to make the full move to Dynamics 365 yet, you can still enjoy the benefits of the robust system by integrating the two platforms together. By integrating the two, you’ll be able to:
Get a real-time view of your financial data
Make smarter, faster, more data-driven decisions
Turn revenue into cash sooner
Eliminate errors and optimize resources
More importantly, the integration between the two platforms provides you with a comprehensive view of your financial information. This can help you to optimize workflows, enhance reporting accuracy, and streamline growth in today’s increasingly competitive landscape.
Migrate — or Integrate — with JourneyTEAM
Whether you’re looking to migrate your Quickbooks to Dynamics 365 or integrate the two, JourneyTEAM provides the expertise and support needed for both situations. Together, we’ll help you create an in-depth data migration or integration plan, help prep data, and support you through the entire process.
Ready to get started? Get in touch with a migration expert today.