The QuickBooks Data Migration Extension for Dynamics 365 for Financials

This extension makes it simple to migrate customers, vendors, items, and accounts from QuickBooks to Financials. If your business uses QuickBooks nowadays, you’ll export the relevant data and so open AN assisted  setup guide to transfer the information to Financials.

Exporting Data from QuickBooks

You must have exported some or all of your existing customers, vendors, inventory things, and accounts to an intuit Interchange Format (IIF) file. The QuickBooks data Migration extension includes a default mapping of QuickBooks knowledge so you’ll use your existing knowledge to check your new Financials company. The default mapping are going to be adequate within the overwhelming majority of cases, however you’ll modification the mapping within the assisted  setup guide.

In QuickBooks, the File menu includes a utility to export lists. For the needs of Financials, you’ll export the subsequent lists:

  • Customer List
  • Vendor List
  • Item List
  • Account List

The exported knowledge is saved as AN IIF file that you just will then transfer to Financials.