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Migrate business data - QuickBooks Online to Dynamics 365 Business Central

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#assistedsetup

#data

#migration

#quickbooks

Dynamics 365 Business Central

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Mar 14, 2022

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AI Summary

  • The author attempted migrating from QuickBooks desktop to Dynamics 365 Business Central, but encountered an error message.
  • Lessons learned from the experience include creating a new company before migrating data, logging into the new company before starting the migration, and using a private browser to avoid login and password issues.
  • The author outlines the steps to migrate business data from QuickBooks Online to Dynamics 365 Business Central using the Assisted Setup window and the Data Migration wizard.
  • QuickBooks Online, Excel workbook, and QuickBooks desktop can be selected as the source for data migration.
  • The author encountered the same error message as in their previous migration attempt, but was able to resolve it with the help of Google.
  • It is important to follow the prompts throughout the migration process.
  • The author emphasizes the importance of creating a new company and logging into it before starting the migration to avoid overriding information in the current company.
  • Opening Business Central in a private browser can help avoid login and password issues when starting over.

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