Using the QuickBooks Migration Extension

This extension makes it easy to migrate customers, vendors, items, and accounts from QuickBooks Desktop to Dynamics NAV. If your business uses QuickBooks today, you can export the relevant information and then open an assisted setup guide to upload the data to Dynamics NAV.
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 Dynamics NAV 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 Dynamics NAV, you can export the following lists:

The exported data is saved as an IIF file that you can then upload to Dynamics NAV.

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 Search for Page or Report icon, enter Assisted Setup, and then choose the related link. Choose Migrate business data, and then follow the steps in the guide.

See Also

Importing Business Data from Other Finance Systems
Customizing Dynamics NAV Using Extensions



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