45% Cost Savings Achieved by Switching from Dynamics 365 to QuickBooks Online
Project
Overview
Client, a retail business, sought to transition from Microsoft Dynamics 365 to QuickBooks Online. The primary motivation was to reduce operational complexity and costs. We successfully migrated five years of historical data within a six-week timeframe.
Reason for the
Switch
Microsoft Dynamics 365’s implementation and maintenance expenses were substantial. The client incurred additional costs for integration and consultation services related to Dynamics 365.
Outcome of the
Switch
All historical data was successfully migrated. As a more economical alternative, QuickBooks Online enabled the client to efficiently manage financial operations without the need for extensive IT support.
5
Years of
Historical Data
Data Span
70,000+
Transactions
6
Weeks
Turnaround Time
Microsoft
Dynamics 365 to
QuickBooks Online
Migration
Data Transformation
- Organized chart of accounts in-line with the client’s retail setup.
- Formatted data to meet QuickBooks Online’s requirements.
- Mapped accounts and converted multi-currency transactions.
Data Validation
- Verified accuracy of imported data, focusing on multi-currency transactions.
- Matched entities of Microsoft Dynamics 365 to classes and locations in QuickBooks.
- Matched outstanding and account balances to ensure accuracy.
Data Export
- Extracted Item, Customer, Vendor lists from Microsoft Dynamics 365.
- Exported transactions, including purchase orders and sales orders.
- Created and exported financial reports for validation.
Data Upload
- Utilized our migration tool, Dancing Numbers, to transfer data.
- Ensured formatting matched requirements of QuickBooks’ schema.
- Imported data programmatically into QuickBooks Online.
Data Transformation
- Organized chart of accounts in-line with the client’s retail setup.
- Formatted data to meet QuickBooks Online’s requirements.
- Mapped accounts and converted multi-currency transactions.
Data Validation
- Verified accuracy of imported data, focusing on multi-currency transactions.
- Matched entities of Microsoft Dynamics 365 to classes and locations in QuickBooks.
- Matched outstanding and account balances to ensure accuracy.
Data Export
- Extracted Item, Customer, Vendor lists from Microsoft Dynamics 365.
- Exported transactions, including purchase orders and sales orders.
- Created and exported financial reports for validation.
Data Upload
- Utilized our migration tool, Dancing Numbers, to transfer data.
- Ensured formatting matched requirements of QuickBooks’ schema.
- Imported data programmatically into QuickBooks Online.
Thank
You Very
Much !
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