Move Your Lists to Business Central in 5 Easy Steps
Migrating your key master data from your current QuickBooks company to Business Central ensures continuity for your finance and supply chain operations.
By moving lists like customers,
vendors, and inventory items, you retain all your existing contacts, pricing,
item details, and history.
This article walks through the
key steps to migrate these essential lists:
Why Migrate Lists from
QuickBooks?
● Retain customer, vendor, and item
details and history from QuickBooks
●
Prevent business disruptions from lost data
●
Save time by re-adding records manually
● Avoid errors re-keying data into
Business Central
When Should You Migrate Lists?
Migrate master data early in your Business Central project
during the preparation phase before going live.
● Migrate lists before setting up
other processes in Business Central
●
Before entering new transactions like sales orders or
purchase invoices
● During a quiet business period
to minimize transactional gaps
Step
1: Export Lists from QuickBooks
First, export the lists from your QuickBooks company file. This
extracts your data into a readable format for importing.
● Export customers, vendors, and
item lists separately
● Save files in Excel, CSV, or IIF
formats
Copy code
QuickBooks: File > Utilities > Export >
Lists to IIF Files
Document any custom field mappings between QuickBooks and
Business Central.
Step 2: Import into Business Central
Import each list directly into Business Central using the
dedicated data migration tools.
● Use the RapidStart Services
import wizards
●
Check for errors or data format issues after import
● Review number sequences to avoid
duplication
Step
3: Map Imported Lists
Carefully map and link the imported list data with your new
Business Central setup:
● Map customers, vendors, and items
to relevant fields
●
Link records to correct posting groups
● Assign appropriate VAT posting
groups
Step 4: Validate Migrated Data
Thoroughly test and validate the imported data before relying on
it for transactions:
● Spot check names, addresses, and
balances
●
Ensure links between customer-vendor-item triads
● Review transaction histories
where applicable
Correct any errors before going live.
Step 5: Clean Up Old Data
Once satisfied with the migrated list data, clean up the old
records:
● Delete duplicated QuickBooks
lists post-cutover
●
Archive old company files as a backup
● Consider password-protecting
archived file
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