This extension makes it easy to migrate customers, vendors, items, and accounts from QuickBooks Desktop to Financials. If your business uses QuickBooks today, you can export the relevant information and then open an assisted setup guide to upload the data to Financials.
For more information, see Importing Business Data from Other Finance Systems.
Exporting Data from QuickBooks Desktop
You must have exported some or all of your existing customers, vendors, inventory items, and accounts to an Intuit Interchange Format (IIF) file. The QuickBooks Data Migration extension includes a default mapping of QuickBooks data so that you can use your existing data to test your new Financials company. The default mapping will be sufficient in the vast majority of cases, but you can change the mapping in the assisted setup guide.
In QuickBooks, the File menu includes a utility to export lists. For the purposes of Financials, you can export the following lists:
- Customer List
- Vendor List
- Item List
- Account List
The exported data is saved as an IIF file that you can then upload to Financials.
Finding the QuickBooks Data Migration Extension
The QuickBooks Data Migration extension is installed and ready to go as an integrated part of the Data Migration assisted setup guide. If you are ready to get started now, and have exported your data from QuickBooks, choose the icon, enter Assisted Setup, and then choose the related link. Choose Migrate business data, and then follow the steps in the guide.