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Dynamics/Great Plains to QuickBooks®

Seamlessly migrate from Dynamics/Great Plains to QuickBooks.

Dynamics/Great Plains and QuickBooks are not apples to apples, which can make the transition period feel stressful and unknown. While the two platforms are not completely synonymous with one another, our team has a deep understanding of both — making it possible to achieve a smooth migration from Dynamics/Great Plains to QuickBooks.

Our intentional approach to every type of data migration ensures a phased, methodical, well thought-out transition to help guarantee your data remains accurate and complete at the end of the project. We start out by developing a phased strategy that includes milestone check-ins that keep our team on track and aligned with the original plan. Our team of experts in QuickBooks will assess, export, cleanse, import all data from Dynamics/Great Plains to QuickBooks and keep you informed every step of the way.

 

How we can help.

  • Create a phased plan before beginning the migration, to eliminate and avoid potential errors or obstacles
  • Post-migration training to empower your team moving forward to make the most of QuickBooks
  • Ensure all lists and historical transactions are accurately transferred over
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SauceBox™ Approach

Our trademarked SauceBox™ Approach is a five-step "secret-sauce" recipe to client success.  We start by listening to the client and walking through a methodical approach to finding a solution that fits our client's pain points.  Our goal is to provide the best possible client experience, every single time!

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Discover

Listen to the client and their pain points. 

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Synthesize

Determine the scope of client need(s).

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Solve

Provide a comprehensive solution based on the scope.

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Review

Complete a comprehensive follow-up with the client.

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Revisit

Provide scheduled check-ins to ensure client success.

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