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Data Migration Quickbooks to Acumatica

  • 18 April 2023
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Migrating from Quickbooks online to Acumatica. Attempting to doi the whole process by myself. Is the any step by step  instruction or documentation on this 

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Best answer by DavidEichner 18 April 2023, 18:16

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DavidEichner
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Hi Chana,

Isn’t your partner helping you with your implementation?

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David Eichner, CPA

David Eichner, CPA - If I helped you, please *Like* my post/reply. If I provided an answer to your question, please mark it as *Best Answer*.
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No they did the implementation and set up but not the data migration

DavidEichner
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You will need to use import scenarios to design integration maps based on data extract Excel files for records like customers, vendors, items, open AP, historical AP, open AR, historical AR, purchase orders, sales orders, etc.

It is usually best to have your partner train you on how to create import scenarios with a couple of these types of imports so that you can do the rest on your own after you get comfortable with them.

Best,

David Eichner, CPA

David Eichner, CPA - If I helped you, please *Like* my post/reply. If I provided an answer to your question, please mark it as *Best Answer*.

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