For many growing businesses, Microsoft Dynamics (including Dynamics GP, NAV, or Business Central) offers robust ERP features. But as your organization evolves, you may find that the platform becomes too complex or costly for your current needs. That’s when a Microsoft Dynamics migration to QuickBooks becomes an attractive option.

In this guide, we’ll explore when and why a migration makes sense, what the process entails, and how to avoid common pitfalls. If you’re seeking a more cost-effective, user-friendly solution for accounting and financial management, switching to QuickBooks Online or QuickBooks Enterprise might be the right move.

Why Migrate from Microsoft Dynamics to QuickBooks?

While Microsoft Dynamics is powerful, many small and mid-sized businesses are finding that it’s overbuilt for what they need. Let’s look at some of the top reasons organizations are choosing QuickBooks:

1. Lower Total Cost of Ownership

Microsoft Dynamics typically requires more expensive licenses, dedicated servers (on-premise versions), and IT maintenance. QuickBooks Online Advanced starts at ~$200/month for 25 users, significantly reducing overhead costs.

2. Simplified User Experience

QuickBooks is built for non-accountants, whereas Dynamics is more geared toward finance and IT teams. QuickBooks’ intuitive design allows for faster onboarding and less reliance on support teams.

3. Faster Implementation

Implementing or upgrading Dynamics can take months. QuickBooks setup, even including data migration, can often be completed in days or a few short weeks.

4. App Ecosystem & Integrations

QuickBooks integrates with 750+ business apps including Gusto, HubSpot, Shopify, and Stripe—offering strong automation and customization.

5. Cloud-Based Access

QuickBooks Online is 100% cloud-native. While Dynamics 365 is also cloud-based, older versions like GP and NAV are typically on-premise, requiring additional hosting or remote-access workarounds.

Who Benefits from a Microsoft Dynamics Migration to QuickBooks?

A migration to QuickBooks is ideal for:

• Businesses scaling back from ERP-level complexity

• Companies with less than 250 employees

• Service-based businesses, nonprofits, and SMBs

• Organizations looking to simplify reporting and reduce IT involvement

What Data Can Be Migrated from Microsoft Dynamics?

Before migrating, it’s crucial to understand what data can be transferred successfully—and what might need to be recreated in QuickBooks.

Source: Intuit Data Services, SaasAnt Migration Tool

Step-by-Step: How to Complete a Microsoft Dynamics Migration to QuickBooks

Step 1: Evaluate Your Existing Setup

• Identify Dynamics version (GP, NAV, BC)

• Inventory current modules in use (AP, AR, Inventory, Payroll)

• Define which reports and data sets are critical to carry over

Step 2: Choose Your QuickBooks Edition

Most former Dynamics users migrate to:

• QuickBooks Online Advanced (cloud-based, up to 25 users)

• QuickBooks Desktop Enterprise (local hosting, extensive reporting)

Step 3: Prepare and Export Your Data

• Reconcile accounts in Dynamics

• Export reports for Trial Balance, General Ledger, AP/AR Aging, and Inventory

• Back up your database for historical records

Step 4: Use a Migration Tool or Partner

Because Dynamics stores data in SQL databases or XML exports, working with a certified migration expert or using tools like Dataswitcher, SaasAnt, or Transaction Pro ensures accurate import and mapping.

Step 5: Import Data to QuickBooks

• Use QBO’s built-in import for Chart of Accounts, customers, and vendors

• Import transactions and inventory via CSV or third-party tools

• Double-check account mapping for consistency

Step 6: Reconcile and Go Live

• Match balances between systems

• Test reports (P&L, balance sheet)

• Set up recurring transactions, bank feeds, and user permissions

Real-World Case Study

Client: B2B Technology Consulting Firm

Problem: Microsoft Dynamics GP required custom development and third-party hosting. Reports took too long to generate and system maintenance costs were high.

Solution: Migrated to QuickBooks Online Advanced with customized reporting and app integrations.

Results:

• Reduced monthly accounting software spend by 70%

• Month-end close time dropped from 12 days to 5

• Improved financial visibility across departments

Microsoft Dynamics vs QuickBooks: Feature Comparison

Common Migration Challenges (and How to Solve Them)

1. Chart of Accounts Overload

Dynamics often uses extensive COAs with subcategories. Simplify before import.

2. Data Mapping Errors

Be careful mapping GL accounts, inventory types, and tax settings. Partnering with a ProAdvisor can prevent costly mistakes.

3. Large Historical Data Volumes

Limit import to 1–2 years of detail. Archive the rest and post journal entries for historical balances.

4. Integrations Loss

Not all third-party integrations transfer. You’ll need to rebuild connections in QuickBooks using Zapier or direct APIs.

FAQs About Microsoft Dynamics Migration to QuickBooks

Q: Can I migrate from Microsoft Dynamics GP to QuickBooks Online?

A: Yes, though GP stores data in SQL databases, requiring conversion to CSV or use of migration tools.

Q: Will I lose historical data?

A: Not necessarily. You can import summaries or 1–2 years of transaction history. Archive the rest as PDFs or backups.

Q: Is QuickBooks secure for sensitive financial data?

A: Yes. QBO uses 128-bit SSL encryption and is hosted on SOC 2-compliant infrastructure.

Q: Can I get help from Intuit for this migration?

A: Intuit’s data migration team offers limited support, so for Dynamics, it’s best to use a certified partner or tool.

Q: Can I run both systems in parallel during transition?

A: Yes, but ensure strict cut-off dates and reconciliation to avoid double-entry or conflicting records.

Final Thoughts

A Microsoft Dynamics migration to QuickBooks is a strategic decision for companies that want agility, lower costs, and an easier accounting experience. With careful planning and the right tools, you can move from enterprise-grade ERP to a nimble, cloud-based system—without losing essential data or insights.

Whether you’re using Microsoft Dynamics GP, NAV, or Business Central, our team of certified ProAdvisors can help you plan and execute a smooth migration tailored to your business.

Need Expert Help Migrating from Dynamics to QuickBooks?

We specialize in complex accounting system migrations. Let us handle the details while you focus on your business.

Schedule your free migration consultation today.

Switching accounting platforms can feel overwhelming, but if you’re moving from Sage to QuickBooks, you’re not alone—and you’re likely making a strategic business decision. Whether you’re using Sage 50, Sage 100, or another version, transitioning to QuickBooks can simplify operations, reduce costs, and improve usability. In this guide, we’ll break down everything you need to know about a Sage migration to QuickBooks, including what to expect, common challenges, best practices, and real-world examples.

Why Businesses Are Migrating from Sage to QuickBooks

While Sage has long been a trusted accounting tool, many small to mid-sized businesses are discovering that it no longer meets their evolving needs. QuickBooks—particularly QuickBooks Online Advanced—offers cloud-based flexibility, improved automation, and better integration with modern tools.

1. Cloud Accessibility

Unlike most Sage products, QuickBooks Online allows users to access their financial data from anywhere, on any device—ideal for remote teams or business owners on the go.

2. Lower Costs

Sage often requires separate modules or third-party add-ons for functions that are natively included in QuickBooks. According to Software Advice, Sage 50 can cost $500–$1,500 annually, while QBO Advanced offers more features at a lower cost (~$200/month for up to 25 users).

3. User-Friendly Interface

QuickBooks is built for business owners—not just accountants. It’s intuitive, visual, and designed with usability in mind.

4. Integration Ecosystem

QuickBooks connects with 750+ third-party apps, including CRMs, time-tracking tools, and eCommerce platforms like Shopify, Stripe, and Gusto.

What Can You Expect from a Sage Migration to QuickBooks?

The Sage to QuickBooks migration process involves several steps: data preparation, file conversion, data import, and post-migration reconciliation. The complexity of the migration depends on the Sage version you’re using and the volume of historical data.

Common Data Points That Can Be Migrated:

Source: Intuit QuickBooks Data Services

How to Migrate from Sage to QuickBooks: Step-by-Step

Step 1: Evaluate Your Current Sage Setup

Before migrating, assess your chart of accounts, open balances, and historical data needs. Also, identify third-party integrations that need to be replaced or reconnected.

Step 2: Choose the Right QuickBooks Version

Most former Sage users choose either:

• QuickBooks Online Advanced – For cloud-based flexibility

• QuickBooks Desktop Premier or Enterprise – For industry-specific features and local control

Step 3: Prepare Your Sage Data

• Run reports for your trial balance, AR and AP aging, general ledger, and inventory valuation

• Export data in CSV or Excel formats from Sage

• Clean up inactive accounts, customers, and vendors

Step 4: Convert and Import Your Data

You can use:

• Intuit’s Data Conversion Service

• Third-party tools like Dataswitcher, SaasAnt, or Transaction Pro

Work with a ProAdvisor to ensure accurate mapping of your chart of accounts and transaction types.

Step 5: Post-Migration Review

• Run a trial balance in QuickBooks and compare it to Sage reports

• Verify open invoices, bills, and bank balances

• Reconnect your bank feeds and rebuild any custom reports

Real-World Example: Construction Business Migration

Client: A mid-sized construction company using Sage 100 Contractor

Challenges:

• Cumbersome reporting tools

• Limited remote access

• High cost of add-ons for time-tracking and payroll

Solution: Migrated to QuickBooks Online Advanced, set up custom workflows for job costing and used integrations like TSheets and Buildertrend.

Results:

• Saved $9,000 annually on software and maintenance

• Reduced month-end close time by 35%

• Increased field team reporting efficiency by 50%

Sage vs QuickBooks: Key Feature Comparison

Common Migration Challenges (and How to Avoid Them)

1. Chart of Accounts Mismatch

• Solution: Map Sage accounts to QuickBooks accounts in advance. Simplify where possible.

2. Data Overload

• Solution: Only migrate the last 1–2 years of transactions. Archive the rest.

3. Custom Reports Don’t Transfer

• Solution: Rebuild them using QuickBooks’ custom fields and filter options.

4. Inventory Quantity Errors

• Solution: Perform a stocktake and adjust item quantities during setup.

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FAQs About Sage Migration to QuickBooks

Q: How long does the migration take?

A: Small business migrations can be completed in 2–5 business days. Larger or multi-entity migrations may take 2–3 weeks.

Q: Will I lose my historical Sage data?

A: Not necessarily. You can export and archive older Sage data and import summaries into QuickBooks.

Q: Can I migrate Sage payroll data to QuickBooks?

A: No. You’ll need to set up payroll in QuickBooks from scratch. Historical reports can be exported from Sage for reference.

Q: Can I still access Sage after the migration?

A: Yes. You’ll retain read-only access to your Sage software (assuming your license allows it), which can be helpful during audits or transition periods.

Q: Do I need a third-party tool for migration?

A: For best results, yes. Tools like Dataswitcher or help from a QuickBooks ProAdvisor ensure smoother transitions with fewer errors.

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Final Thoughts

A Sage migration to QuickBooks is more than a data move—it’s a strategic shift toward a more agile, cloud-based financial system. With the right planning and support, your business can benefit from cost savings, better usability, and a platform that scales with your growth.

At Out of the Box, we’ve handled hundreds of Sage-to-QuickBooks migrations for businesses in industries ranging from construction to professional services. We know the process inside and out—and can help you avoid costly mistakes.

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Need Help with Your Sage Migration to QuickBooks?

Let our certified QuickBooks ProAdvisors handle the heavy lifting. We offer full-service migration, account setup, training, and ongoing support.

Book a free consultation today to get started.

If your business has outgrown the complexity—or cost—of Acumatica and you’re seeking a more agile, user-friendly accounting platform, you’re not alone. While Acumatica’s cloud ERP software offers robust capabilities for mid-market enterprises, many companies ultimately decide it’s more than they need. That’s where a strategic Acumatica migration to QuickBooks can help.

In this comprehensive guide, we’ll explore why businesses are migrating from Acumatica to QuickBooks, what data you can transfer, step-by-step migration instructions, and common FAQs. Whether you’re managing financials in-house or partnering with a bookkeeping firm, this resource will help you plan and execute a smooth, cost-effective transition.

Why Businesses Are Switching from Acumatica to QuickBooks

1. Cost Savings

Acumatica’s licensing and implementation costs are significantly higher than QuickBooks. Acumatica often requires customizations, support packages, and extended onboarding times, pushing total cost of ownership higher. In contrast, QuickBooks Online Advanced starts at $200/month for up to 25 users, with minimal IT overhead.

2. Simpler Interface and Learning Curve

QuickBooks is built for small and mid-sized businesses, with intuitive navigation, easier report generation, and faster onboarding for new employees. Acumatica’s ERP complexity often requires staff training and ongoing support.

3. Faster Setup and Customization

QuickBooks can be up and running in a matter of days with the right migration support. Acumatica implementations can take months and often require partner intervention for every update or report change.

4. Strong U.S. Compliance Support

QuickBooks provides built-in payroll, 1099 reporting, and tax calculation features tailored for U.S. businesses. While Acumatica supports compliance, it often requires third-party add-ons or custom modules.

5. Better App Ecosystem

QuickBooks integrates with over 750 apps—including Shopify, Gusto, Bill.com, and HubSpot—making it ideal for businesses seeking automation without complex ERP configuration.

Who Should Consider an Acumatica to QuickBooks Migration?

• U.S.-based businesses with fewer than 250 employees

• Companies transitioning from ERP back to streamlined financial tools

• Businesses prioritizing speed, automation, and usability over customization

• Firms looking to reduce software maintenance and IT dependencies

What Data Can Be Migrated from Acumatica to QuickBooks?

Before starting your Acumatica migration to QuickBooks, it’s important to know what data can be transferred and what will require manual recreation or third-party tools.

Source: Intuit QuickBooks Data Services, SaasAnt, Transaction Pro

Step-by-Step: Acumatica Migration to QuickBooks

Step 1: Evaluate Your Acumatica Configuration

• Identify which modules are actively used (GL, AR, AP, Projects, Inventory)

• Determine your reporting and compliance needs

• Audit the Chart of Accounts for consolidation opportunities

Step 2: Choose the Right QuickBooks Version

Most Acumatica users transition to:

• QuickBooks Online Advanced – suitable for multi-user environments with customizable workflows

• QuickBooks Enterprise – ideal for inventory-heavy businesses or those requiring advanced reporting

Step 3: Export Your Data from Acumatica

Using Acumatica’s built-in reporting engine or your Acumatica partner:

• Export Trial Balance, GL, AR/AP aging reports, customer/vendor lists, and open transactions

• Export in CSV, Excel, or XML formats

Step 4: Prepare Data for Import

• Clean data: remove duplicates, inactive accounts, and unnecessary detail

• Map fields to match QuickBooks structure (especially for Chart of Accounts and transaction types)

Step 5: Use a Migration Tool or ProAdvisor

For efficient migration, use tools such as:

• SaasAnt – supports batch imports of transactions, master records, and journal entries

• Transaction Pro – ideal for migrating AR/AP data and invoices

• Or hire a certified QuickBooks ProAdvisor to manage end-to-end migration and post-import validation

Step 6: Rebuild Workflows and Reports

• Recreate key reports using custom fields and tags in QuickBooks

• Set up recurring transactions, tax rates, and approval workflows if needed

• Re-establish integrations with your preferred apps

Real-World Example: Acumatica to QuickBooks Migration

Company: A regional logistics firm with 85 employees
Previous System: Acumatica ERP with custom project billing and AR workflows
Challenge: The cost of maintaining Acumatica outweighed the value for a single-entity company with simplified billing needs.
Solution: Migrated to QuickBooks Online Advanced using SaasAnt, and implemented automated invoicing through Zapier and Stripe.

Results:

• Saved $18,000 annually in software and support costs

• Reduced monthly financial close from 10 days to 4

• Improved invoice delivery time and payment collection

Acumatica vs QuickBooks: Feature Comparison

Common Challenges in Acumatica to QuickBooks Migration

1. Overly Complex Chart of Accounts

Solution: Consolidate and simplify your COA for QuickBooks’ structure. Use classes and tags instead of segmented accounts.

2. Project or Job Costing Differences

Solution: Use QuickBooks’ Projects feature or Class tracking to replicate job-level reporting.

3. Data Volume and Limitations

Solution: Limit detail import to the last 12–24 months. Summarize older data via journal entries and archive reports externally.

4. Custom Modules in Acumatica

Solution: Identify which processes were handled in custom modules (e.g., expense workflows or time tracking) and replicate them using QuickBooks-compatible apps.

FAQs About Acumatica Migration to QuickBooks

Q: Can I migrate all of my historical Acumatica data to QuickBooks?

A: Not entirely. You can migrate up to two years of transactional history. Older records should be archived externally.

Q: Will I lose my Acumatica custom fields or modules?

A: Yes, custom modules and fields will not transfer. You’ll need to recreate the functionality using QuickBooks’ tags, classes, or third-party apps.

Q: How long does an Acumatica to QuickBooks migration take?

A: 5–10 business days for smaller setups; 2–4 weeks for larger organizations.

Q: Can I access Acumatica after migrating?

A: Yes. If you retain your Acumatica license, you can access it for reference or compliance purposes. Alternatively, export and store essential reports.

Q: Do I need a consultant to help with the migration?

A: For most businesses, yes. A QuickBooks ProAdvisor or ERP migration consultant will reduce risk, avoid data loss, and ensure compliance.

Final Thoughts

Migrating from Acumatica to QuickBooks is not just a software switch—it’s a strategic business move that can reduce costs, improve team efficiency, and simplify financial workflows. With the right planning, tools, and guidance, you can make a seamless transition that sets your business up for success.

At Out of the Box, we specialize in helping mid-sized businesses migrate from complex ERP systems like Acumatica to QuickBooks. Our team ensures data accuracy, business continuity, and post-migration support to help you hit the ground running.

Ready to Migrate from Acumatica to QuickBooks?

Let our certified experts handle your accounting system transition—end-to-end.

Schedule your free migration consultation today.

As your business grows and evolves, so do your accounting needs. While MYOB (Mind Your Own Business) has long been a staple accounting solution for many Australian and New Zealand businesses, it may not offer the scalability, integrations, or cost-efficiency required for modern operations—especially if you’re expanding globally or shifting to a more cloud-centric tech stack.

In this comprehensive guide, we’ll walk you through everything you need to know about a MYOB migration to QuickBooks, including why businesses make the switch, what data you can transfer, how to prepare, and how to ensure the transition is smooth and accurate.

Why Businesses Are Switching from MYOB to QuickBooks

Both MYOB and QuickBooks offer core accounting functions, but QuickBooks—particularly QuickBooks Online—is better suited to businesses that value flexibility, automation, and a broad integration ecosystem.

1. Better Cloud Functionality

While MYOB has introduced cloud-based offerings (like MYOB Business and AccountRight Live), QuickBooks Online was built as a cloud-first platform with native mobile apps, real-time syncing, and no dependency on desktop software.

2. Greater Integration Capabilities

QuickBooks integrates with over 750 apps, including Shopify, Stripe, HubSpot, and Gusto. This makes it ideal for businesses seeking automation and streamlined operations.

3. Cost Efficiency

MYOB’s pricing tiers often increase with added features, and add-ons like payroll or multi-currency can inflate the total cost. In contrast, QuickBooks offers bundled features at a predictable monthly cost—often resulting in significant savings.

4. Stronger North American Support

If you’re a MYOB user expanding into North America, switching to QuickBooks makes sense. It supports U.S. tax forms, payroll compliance, and integrates directly with U.S. banking systems.

5. User-Friendly Interface

QuickBooks is designed for small business owners and bookkeepers, making it easier to navigate, train teams, and reduce reliance on accountants for daily tasks.

What Types of MYOB Users Should Consider Migrating?

You should consider a MYOB migration to QuickBooks if:

• You want fully cloud-based accounting software

• Your business is expanding outside Australia/New Zealand

• You’re using multiple third-party tools that don’t integrate well with MYOB

• You need U.S. tax or payroll support

• You’re looking to cut down on software costs and streamline operations

What Data Can Be Migrated from MYOB to QuickBooks?

Depending on your MYOB product (e.g., AccountRight, Essentials, MYOB Business), different levels of data accessibility will be available. Here’s a general overview of what can be transferred:

Source: Intuit QuickBooks Data Services, Dataswitcher

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How to Migrate from MYOB to QuickBooks: Step-by-Step

Step 1: Prepare Your MYOB Account

• Reconcile your accounts

• Archive inactive customers, vendors, and accounts

• Run final reports (Trial Balance, P&L, A/R and A/P Aging)

• Back up your MYOB data

Step 2: Choose Your QuickBooks Version

Most MYOB users move to:

• QuickBooks Online Plus – great for small businesses with basic inventory needs

• QuickBooks Online Advanced – ideal for growing teams that need custom roles, workflows, and advanced reporting

Step 3: Export Data from MYOB

Use MYOB’s export tools to extract:

• Chart of accounts

• Customers and suppliers

• Sales and purchase transactions

• Inventory reports (if applicable)

MYOB typically exports data in .CSV, .TXT, or .XLS formats.

Step 4: Import Data into QuickBooks

• Use QuickBooks’ native CSV import tools

• For more complex imports (like multi-line transactions), use tools such as SaasAnt, Transaction Pro, or Dataswitcher

• Rebuild recurring transactions, re-establish bank feeds, and reconfigure tax settings

Step 5: Post-Migration Review

• Compare reports in MYOB and QuickBooks (Trial Balance, AR/AP, Inventory Valuation)

• Re-enter payroll data (if applicable)

• Rebuild custom reports and templates

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Real-World Example: E-Commerce Business Migration

Client: A mid-sized Australian e-commerce company
Challenge: MYOB AccountRight lacked seamless integrations with Shopify and inventory automation tools.
Solution: Migrated to QuickBooks Online Plus, paired with DEAR Inventory and Shopify integration.
Outcome:

• Improved inventory accuracy by 95%

• Reduced manual data entry by 60%

• Cut monthly software costs by $180/month

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MYOB vs QuickBooks: Feature Comparison

Common Challenges in MYOB Migration to QuickBooks (and How to Overcome Them)

1. Account Mapping Errors

MYOB’s account structure may differ from QuickBooks. Use a simplified chart of accounts and review all mappings before importing.

2. Payroll Data Transfer

QuickBooks does not support direct payroll data import from MYOB. Export payroll reports from MYOB and set up payroll fresh in QBO.

3. Custom Reports

Custom templates and reports will need to be recreated using QuickBooks’ built-in tools or custom fields.

4. Inventory Sync Issues

Verify inventory quantities and reconcile product SKUs before migrating. Tools like DEAR Inventory or Cin7 can help if your inventory needs are advanced.

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FAQs About MYOB Migration to QuickBooks

Q: Can I migrate my entire MYOB history into QuickBooks?

A: Most migrations include 12–24 months of history. Older data can be archived or summarized with journal entries.

Q: How long does a MYOB to QuickBooks migration take?

A: Basic migrations take 2–5 business days. Larger businesses or multi-entity setups may take 1–3 weeks.

Q: Will I lose any data in the migration?

A: Some data types (e.g., attachments, payroll) won’t transfer directly. Export these and store securely before canceling MYOB.

Q: Can I access MYOB after switching?

A: Yes, you can retain read-only access or export your reports before ending your subscription.

Q: What’s the best QuickBooks version for former MYOB users?

A: QuickBooks Online Plus or Advanced, depending on your user count, reporting needs, and inventory complexity.

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Final Thoughts

A MYOB migration to QuickBooks is a strategic decision for businesses seeking greater efficiency, cloud flexibility, and cost savings. QuickBooks offers intuitive design, powerful integrations, and robust U.S. support that MYOB can’t always match—making it a smart choice for businesses looking to scale beyond local limitations.

At Out of the Box, we specialize in MYOB to QuickBooks migrations, helping you transition with zero downtime and maximum accuracy.

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Need Help Migrating from MYOB to QuickBooks?

Let our certified QuickBooks ProAdvisors handle the heavy lifting. From data prep to reconciliation, we’ll ensure your accounting migration is seamless.

Schedule your free consultation today.