Skip to main content
Answer

Data Migration Quickbooks to Acumatica

  • April 18, 2023
  • 3 replies
  • 413 views

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 

Best answer by DavidEichner

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

3 replies

DavidEichner
Captain II
Forum|alt.badge.img+13
  • Captain II
  • April 18, 2023

Hi Chana,

Isn’t your partner helping you with your implementation?

Best,

David Eichner, CPA


  • Author
  • Freshman I
  • April 18, 2023

No they did the implementation and set up but not the data migration


DavidEichner
Captain II
Forum|alt.badge.img+13
  • Captain II
  • Answer
  • April 18, 2023

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