Great Plains to QuickBooks: A Comprehensive Data Migration Guide

ReconcileBooks provides industry-standard data migration services from Dynamics or Great Plains to QuickBooks Premier, Pro, Accountant, Enterprise, or QuickBooks Online. When migrating all versions of Dynamics or Great Plains Accounting to QuickBooks Desktop or QuickBooks Online, complete accuracy is achievable. The trial balance, profit and loss, and balance sheets in QuickBooks will precisely match the data from your Dynamics or Great Plains Accounting system thanks to the migration. Other financial reports, such as Aging A/R and Aging A/P, will also match. All lists and previous transactions have been fully converted.

Before exploring the data migration process from Dynamics or Great Plains Accounting to QuickBooks, let’s briefly examine both software solutions.

What is Great Plains Software?

Companies often need to migrate between accounting software systems. A common migration is from QuickBooks to Microsoft Dynamics Great Plains. This article will explore the process of migrating data from Dynamics or Great Plains to QuickBooks, with the aim of streamlining accounting processes.

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Great Plains Accounting Software

Great Plains Accounting Software, also known as Great Plains Software, is an accounting software designed for small and medium-sized businesses. It manages financial management, cash flow, accounts receivable, inventory, fixed assets, accounts payable, Chart of Accounts, and general ledger. It is reasonably priced and maintains current records of all financial transactions, including charges, employee expenses, and inventory.

QuickBooks

QuickBooks is a popular accounting software used by many small businesses. It is known for its user-friendly interface and wide range of features. QuickBooks can handle a variety of accounting tasks, including invoicing, expense tracking, and financial reporting.

What are the benefits of Great Plains software to QuickBooks Migration?

Budget Friendly: For small and medium-sized enterprises, QuickBooks stands out as a more attractive option primarily due to its cost advantage over Dynamics/GP. By switching to QuickBooks, organizations can potentially reduce their software and maintenance expenses while maintaining robust accounting functionalities.

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User-Friendly Interface: With its user-friendly interface, QuickBooks simplifies accounting tasks for novice and experienced users alike, minimizing training time for employees and boosting productivity. The user-centric design and effortless navigation contribute to increased efficiency and enhanced workplace productivity.

Easily Accessible: QuickBooks cloud-based solutions provide users with the ability to access their accounting information from anywhere with an internet connection. This flexibility enables real-time data updates, facilitating collaborative efforts among team members and supporting remote work.

Enhanced Integration Services: QuickBooks’ seamless integration with a wide number of business tools, such as CRM software, inventory management systems, and payment processors, empowers businesses to streamline workflows and boost efficiency. This integration capability facilitates simplified tasks, promoting enhanced productivity and overall business performance.

What are the system requirements for a successful migration from Great Plains to QuickBooks?

Here we have listed all the minimum requirements for a successful migration:

What is the data migration process from Dynamics/Great Plain to QuickBooks?

The data migration process from Dynamics or Great Plains to QuickBooks involves several steps:

1. Data Extraction: The first step is to extract data from the source system (Dynamics or Great Plains). This includes extracting financial data, customer information, and vendor information.
2. Data Transformation: The extracted data needs to be transformed to match the format of the target system (QuickBooks). This may involve converting data formats, mapping fields, and performing data cleansing.
3. Data Loading: The transformed data is then loaded into QuickBooks. This can be done manually or through the use of a data migration tool.
4. Data Validation: The final step is to validate the migrated data to ensure that it is accurate and complete. This can be done by comparing the migrated data to the source data or by performing a functional test of the QuickBooks system.
5. User Training: As the migration to QuickBooks nears completion, educating users about its features becomes paramount. This helps employees familiarize themselves with the new system, ensuring a seamless transition. Furthermore, ongoing support is provided to address any questions or issues that might arise during the initial usage of QuickBooks.

Conclusion!!

This is all for Data migration from Great Plains to QuickBooks. We hope the guidelines provided in this article helps you in knowing all about the migration. In case you are not able to clear your doubts, please book a session with our expert team at ReconcileBooks. We will be happy to assist you!

Frequently Asked Questions (FAQs)