Quickbooks Data Migration Overview

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Quickbooks Data Migration Steps

Step 1. Identify List Types Step 2. Identify Transaction Types Step 3. Export data into Excel Step 4. Cleanup Data Step 5. Import to Quickbooks   1. Identify List Types 1.1 Account 1.1.1 TaxLineInfo 1.1.2 Currency 1.1.3 DataExtension 1.2 Customer 1.2.1 CustomerType 1.2.2 Term 1.2.3 SalesRep 1.2.4 SalesTaxCode 1.2.5 ItemSalesTax 1.2.6 PaymentMethod 1.2.7 JobType 1.2.8 PriceLevel 1.2.9 Currency 1.2.10 DataExtension 1.3 Employee 1.3.1 BillingRate 1.3.2 Class 1.3.3 PayrollItem 1.3.4 DataExtension 1.4 Vendor 1.4.1 VendorType 1.4.2 Term 1.4.3 BillingRate 1.4.4 Account 1.4.5 Currency 1.4.6 DataExtension 1.5 Items 1.5.1 UnitOfMeasure 1.5.2 SalesTaxCode 1.5.3 Account 1.5.4 Vendor 1.5.5 PaymentMethod 1.5.6 DataExtension 1.6 Other Name 1.6.1 DataExtension 2. Identify Transaction Types 2.1 Invoices 2.2 Credit Memos 2.3 Customer Payments 2.4 Sales Receipts 2.5 Deposits 2.6 Bills 2.7 Vendor Credits 2.8 Vendor Payments 2.9 Checks 2.10 Credit Card Charges 2.11 Credit Card Credits 2.12 Purchase Orders 2.13 Estimates 2.14 Sales Orders 2.15 Journal Entries 2.16 Inventory Adjustments 2.17 Item Receipts 2.18 Assembly Builds 3. Export data into Excel 3.1 Export all Lists to Excel 3.2 Export all Transaction types to Excel 4. Cleanup Data 4.1 Manual cleanup of Lists 4.2 Manual Cleanup of Transactions 4.3 Generate Report of data that will be transferred to Quickbooks 5. Import to Quickbooks 5.1 Verify Data 5.1.1 Verify Lists 5.1.2 Verify Transactions 5.2 Compare Quickbooks reports to source reports 5.2.1 Balance Sheet 5.2.2 Income Statement 5.2.3 General Ledger Trial Balance 5.2.4 Open Invoice Report 5.2.5 Open Bills Report

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