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.

Suggested Reading: Freshbooks to QuickBooks

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 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.

Suggested Reading: Foundation To QuickBooks

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:

Operating SystemAny one window from any of the three windows i.e Window 8, Window 10, Window 11.
Memory (RAM)Minimum required Random Access Memory is 512 MB.
Microsoft .NET FrameworkMinimum Version 2.0 is the requirement of the system for the data migration
ProcessorMinimum requirement of the processor is 500 MHz Intel Pentium II.
Hard DriveMinimum required available space in the hard drive is 2.5GB.
QuickBooks DesktopChoose any one from four of the QuickBooks Desktop that is QuickBooks Pro, QuickBooks Primer, and QuickBooks Enterprise 16 or higher.
Know More: FinancialForce to QuickBooks

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.


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)

Is it possible to convert Great Plains to QuickBooks?

Dynamics/Great Plains Accounting can be seamlessly migrated to QuickBooks or QuickBooks Online, regardless of its version. The migration precisely matches the trial balance, profit and loss, and balance sheets in QuickBooks with the data from the Dynamics/Great Plains Accounting system, ensuring data accuracy and consistency.

What are the three main methods of converting to QuickBooks?

3 methods for moving client information to QBO: 
Put the data in by hand.
Employ IIF files.
Hire a migration specialist.

Do QuickBooks have any migration tools?

Say goodbye to complex file migration processes! Our tool provides a quick and straightforward method to transform your files into QuickBooks-compatible formats. Rest assured, your existing files remain untouched during this process. Furthermore, there’s no need for manual data import; our tool handles everything seamlessly, saving you time and effort.