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Importing data

My company is switching from Microsoft Dynamics Great Plains (v15) to QuickBooks Enterprise 3/1/19.

I am trying to import my Chart of Accounts, Vendor (A/P), Customer (A/R) and inventory data today.

 

So far, my attempts to do anything with QB has been frustrating and I've procrastinated to the last minute.

 

I was on the phone with QB for an hour yesterday trying to import my Chart of Accounts (an Excel spreadsheet) into QB and could never get it to work.

 

I have my customer data that I want to import.  I use the default template in QB, but there are items I want to be able to see on my customer record, that there's not a field for - ie - Shipping method.  How can I add fields to import all the data I'm used to seeing on my customer card in GP?

 

 

1 Comment
QuickBooks Team

Re: Importing data

Hi, @jc58175.

 

I'm here to help guide you to the right support who can help you with importing the transactions from Microsoft Dynamics Great Plains to QuickBooks Enterprise.

 

To help you further with mapping the fields of your customer's data, I suggest contacting/getting in touch with our Intuit Developer Team. They have the chance to access you and check your account securely and help you with the process.

 

You may use this link to get in touch with the Developer Team: https://developer.intuit.com/app/developer/homepage.

 

To learn more about converting data from Microsoft Great Plains to QuickBooks Desktop Entreprise, you can check it here: Data Conversion Details for Microsoft Great Plains.

 

Please know that I'll be right here to help you if you have any other QuickBooks questions, just add a post/comment below. Have a good day ahead!