Microsoft Dynamics to QuickBooks Conversion

The data which cannot be converted from Microsoft Dynamics to QuickBooks using the QuickBooks Conversion Tool are listed below: 

• Closed Invoices or Bills
• Applied credits or Bill credits 
• Estimates 
• Sales orders 
• Purchase orders 
• Payroll – No employee tax setup – No payroll items – No YTD information
• Un-reconciled bank transactions
• Customers payments or Bill payments

Yes, you can create invoices, estimates, sales orders, and quotes.

Conversion supports multiple versions, including MS Dynamics to QuickBooks Online, QuickBooks Premier, Pro, Accountant, and Enterprise

Limitations to keep in mind before you import and convert the data from Microsoft Dynamics to QuickBooks are: 

• QuickBooks online may not support importing All Transactions from Microsoft Dynamics.
• Manual insertion of transactions using different file formats may be required due to platform differences. 
• Identify transaction types and compatible file formats for successful import into QuickBooks online.

Microsoft Dynamics is an enterprise-level ERP system catering to larger organizations with complex financial management needs, offering extensive customization and integration capabilities. On the other hand, QuickBooks is geared towards small to medium sized businesses, well known for its user friendly interface.

The data which can be converted from Microsoft Dynamics to QuickBooks includes: 

• Chart of Accounts 
• Customer details
• Vendors details 
• Summary trial balance 
• Employees details 
• Items details 
• Unapplied credit memos 
• Unapplied bill credits 
• Unpaid bills 
• Open invoices 
• Inventory Quantities and values

To prepare for the conversion from Microsoft Dynamics to QuickBooks, follow the steps below: 

• Assess the data in Microsoft Dynamics.
• Backup all Microsoft Dynamics data. 
• Understand QuickBooks features and functionality. 
• Select the appropriate QuickBooks version (Online or Desktop). 
• Clean up and organize Microsoft Dynamics data.

The estimated turnaround time to switch from Microsoft Dynamics to QuickBooks depends on several factors including the amount of data being converted, the efficiency of the conversion tool or service, the complexity of the data, and any possible errors encountered during the conversion process.

The post-conversion steps after converting Microsoft Dynamics to QuickBooks typically involves adjusting settings if needed, reviewing the data accuracy, and ensuring that all financial information transfers correctly between the two systems.

Follow the steps below to check which version of Microsoft Dynamics you’re using before converting to QuickBooks: 

• First, login to your Microsoft Dynamics account. 
• Now, go to Settings and then Solutions. 
• Navigate the Act-On solution(s) and note the name(s) and version number(s).

If transactions fail to import during the conversion process, follow these steps: 

• Recognize failed transactions. 
• Look into the errors which are causing failures. 
• Manually enter transactions into the new system. 
• Seek assistance from eBetterBooks to resolve the error.

Yes, your data is safe and secure during the conversion process. We prioritize data security and employ robust encryption methods to ensure safety of your information throughout the conversion process.