QuickBooks to Dynamics 365: 2-Day Implementation

Easy migration of customers, vendors, items, and accounts to Dynamics 365 Business Central.

Seepath Dynamics 365 experts will work with your team to guide you in every step of the way to help you migrate to Dynamics 365 Business Central and provide a solid foundation for rapid user adoption.

Agenda

Review and Plan

• Review business goals
• Subscriptions and user setup
• Demo of Dynamics financials functionalities

Pre-Migration

• Setup prerequisite accounts in Dynamics 365
• Identity, review and/or apply open transactions in Quick Books

Migration

• Kick-off migration
• Review post migration tasks with customer

Training and Support

• Two-hour end user training
• One week post migration email support

Deliverables

What's included

This covers the migration of master data such as Customers, Vendors, Items, Chart of Accounts, Beginning Balance in GL , On-hand quantity for Inventory Items, Open documents for customers and vendors, such as invoices, and payments.