Microsoft Dynamics to QuickBooks Online Conversion Services
Numerawise Solutions migrates your accounts, balances, and complete transaction history from Microsoft Dynamics into QuickBooks Online through our Microsoft Dynamics to QuickBooks Online conversion service. Every figure is reconciled against the original file and verified before go-live, and the work is performed by Intuit ProAdvisors.
Complimentary file review · Fixed-price quote within 24 hours · Intuit ProAdvisor Gold
Microsoft Dynamics → QuickBooks Online
A managed conversion from Microsoft Dynamics to QuickBooks Online
Microsoft Dynamics is a family of ERP and business applications. In practice, migrating those records to QuickBooks Online is a complete rebuild of the accounting file rather than a simple export. Low-cost import utilities frequently consolidate historical transactions into summary totals, lose the reconciliation status of bank accounts, and post entries to the wrong ledgers, and these issues commonly remain hidden until a month-end close or an audit. Numerawise Solutions manages the entire Microsoft Dynamics to QuickBooks Online conversion and reconciles every balance against your original Microsoft Dynamics file before you begin operating in the new system.
Numerawise Solutions is an Atlanta-based practice of Intuit ProAdvisors (Gold tier) and experienced bookkeepers, with more than 200 completed conversions. The fee is fixed and agreed before the engagement begins, and your information remains confidential throughout.
Reasons to switch
Why move from Microsoft Dynamics to QuickBooks Online
Most businesses move away from ERP systems such as Microsoft Dynamics because you want a simpler, cloud-first accounting platform with strong app integrations. A migration to QuickBooks Online provides the following advantages:
- Substantially lower cost and complexity than an ERP system
- A faster and more straightforward month-end close
- Accounts that non-specialist staff can operate confidently
- One of the largest application marketplaces in small-business accounting
- Strong US sales-tax handling and native payroll options
Scope of the migration
What we migrate from Microsoft Dynamics
A conversion is complete only when the entire file has transferred accurately. Our Microsoft Dynamics to QuickBooks Online migration therefore covers the following:
- The chart of accounts, mapped to QuickBooks Online
- Historical transactions, including invoices, bills, payments, and journals
- Opening balances and the trial balance
- Bank and credit-card accounts, with reconciliation status preserved
- Customer and vendor records
- Inventory and service items
- Sales tax codes and rates
- Open receivables and payables, with aged balances retained
- Supporting attachments, where both systems permit
- Payroll history, with the appropriate treatment agreed during scoping
Our process
How we convert Microsoft Dynamics to QuickBooks Online
Assessment
We review the existing Microsoft Dynamics file, evaluate the condition of the data, and establish your requirements and timeline.
Mapping
The chart of accounts, tax codes, and master records are aligned with the structure of QuickBooks Online.
Migration
The data is transferred through a controlled process and verified at each stage.
Reconciliation
We reconcile the trial balance, receivables, payables, and bank balances against the original Microsoft Dynamics file.
Review
You review the converted QuickBooks Online file and confirm its accuracy, and any discrepancies are corrected.
Completion & support
We support your team through the transition and remain available for questions afterward.
Why Numerawise
Why organizations choose us for their Microsoft Dynamics migration
Intuit ProAdvisors
Your records are handled by Intuit ProAdvisors (Gold tier) and experienced bookkeepers who understand the accounting behind the migration, not only the software.
Verified against your Microsoft Dynamics file
A conversion is not considered complete until the trial balance and the primary reports agree with your original records.
Fixed, agreed pricing
The fee is confirmed before the engagement begins. There is no hourly billing.
Confidential throughout
Your information is handled securely and accessed only by the personnel assigned to your conversion. Ongoing bookkeeping is also available.
Who performs the work
Led by an Intuit ProAdvisor
Ram — Founder & Principal
Ram is the founder of Numerawise Solutions in Atlanta. An Intuit ProAdvisor (Gold tier) and a former Intuit Technical Support engineer, he has personally led more than 200 accounting-software conversions, including Microsoft Dynamics and QuickBooks Online engagements, for small and mid-market firms across the United States.
More about Ram Verified on UpworkCommon questions
Microsoft Dynamics to QuickBooks Online conversion FAQs
How long does a Microsoft Dynamics to QuickBooks Online conversion take?
Most Microsoft Dynamics to QuickBooks Online conversions are completed within a few business days to two weeks, depending on the size of the file, the volume of historical data, and the condition of the records. A timeline is provided once we have reviewed your Microsoft Dynamics file.
Will any history be lost when moving from Microsoft Dynamics to QuickBooks Online?
No. Preserving the complete transaction history is the central purpose of a managed conversion. Where an item must be brought across as a balance rather than in full detail, we identify and explain it in advance.
Is there an automated tool to move Microsoft Dynamics into QuickBooks Online?
Automated tools can transfer raw data, but they cannot confirm whether the result is correct. We use professional migration tools where they are appropriate and then reconcile the QuickBooks Online file against your Microsoft Dynamics reports manually.
Can the switch from Microsoft Dynamics be made partway through a tax year?
Yes. A mid-year transition is straightforward, provided the balances are reconciled and the cut-over date is selected carefully, so that the figures before and after the change reconcile and the year-end remains intact.
Is my data secure during the migration?
Yes. Files are handled under strict confidentiality and appropriate data-handling practices from transfer through to completion, and access is limited to the personnel assigned to your conversion.
Begin
Ready to move from Microsoft Dynamics to QuickBooks Online?
Provide a few details and we will email a fixed-price quote within one business day, with your Microsoft Dynamics history reconciled into a clean QuickBooks Online file.