April 15, 2024
We recommend QuickBooks because we:
This allows us to design a custom-tailored solution to meet and exceed your business needs.
For self-employed individuals, freelancers, gig workers, and small business owners, paying taxes isn’t just a once-a-year event. If you expect to owe $1,000 or more in federal taxes, the IRS likely expects you to pay estimated tax payments each quarter — and the Q2 estimated tax deadline is June 15. In this guide, we’ll explain…
If your business is considering a move from Oracle NetSuite to QuickBooks, you’re not alone. While NetSuite is a powerful ERP platform, many growing businesses eventually find that it may be more complex—and costly—than they need. Whether you’re downsizing, simplifying your accounting systems, or seeking a more cost-effective solution, a NetSuite migration to QuickBooks can…
Selling a business can be one of the most profitable — and complex — decisions a small business owner makes. But before you celebrate a big payday, it’s essential to understand the tax implications of selling a business. From capital gains taxes to depreciation recapture and how goodwill is treated, the way your sale is…
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…
May 08, 2025
If your business is considering a move from Oracle NetSuite to QuickBooks, you’re not alone. While NetSuite is a powerful ERP platform, many growing businesses eventually find that it may be more complex—and costly—than they need. Whether you’re downsizing, simplifying your accounting systems, or seeking a more cost-effective solution, a NetSuite migration to QuickBooks can be a smart strategic move.
This comprehensive guide covers everything you need to know: when a migration makes sense, what to expect, how to prepare, and what a successful migration looks like.
While NetSuite offers robust enterprise resource planning (ERP) capabilities, it’s often more than what small to midsize businesses (SMBs) require. Here’s why companies are making the shift:
NetSuite subscriptions can start around $999/month plus $99/user/month, according to G2, whereas QuickBooks Online Advanced typically costs $200/month for up to 25 users—offering substantial savings.
QuickBooks offers a more intuitive UI, making it easier for small teams and non-accountants to manage day-to-day finances.
NetSuite implementations often take 3–6 months or more. QuickBooks setup can be completed in just a few days with proper planning and expert help.
QuickBooks Online is fully cloud-based with automatic updates, backups, and minimal need for IT intervention.
This migration is ideal for companies that:
Have fewer than 250 employees
Want to reduce software complexity and overhead
No longer need deep ERP features like multi-entity consolidations or extensive inventory modules
Are primarily focused on accounting, payroll, invoicing, and cash flow reporting
Before diving in, it’s important to know which data elements can be transferred and what might need to be recreated or archived.
Source: Intuit Migration Guide
Client Profile: A fast-growing SaaS firm with 75 employees
Challenge: NetSuite was overkill for their accounting needs, and they struggled with usability and costs.
Solution: Migrated to QuickBooks Online Advanced with customized workflows and approval automations.
Outcome:
Reduced annual software spend by over $12,000
Improved month-end closing speed by 40%
Empowered in-house staff to manage bookkeeping without full-time NetSuite admin
A: Not easily. Most migrations include 12–24 months of historical data. You can archive older records or store them in read-only NetSuite for compliance.
A: Yes. QBO uses 128-bit encryption, regular backups, and SOC 2-certified data centers.
A: It’s strongly recommended. Certified ProAdvisors or data migration firms can save time and reduce errors.
A: Yes, but it requires careful coordination to avoid duplicate transactions or double-entry.
A: These will not transfer. You’ll need to recreate similar reports using QuickBooks’ custom fields and filters.
A NetSuite migration to QuickBooks can be one of the best decisions your finance team makes—especially if you’re aiming to reduce costs, simplify operations, and gain more control over your accounting system. But the key to a successful migration lies in the planning.
By understanding your data, selecting the right QuickBooks version, and partnering with a migration expert, you can transition smoothly and get back to focusing on what matters most: growing your business.
We specialize in NetSuite to QuickBooks migrations—helping businesses save money and streamline their accounting systems. Let our ProAdvisors guide you through a seamless transition.
Book a free migration consultation today.
For self-employed individuals, freelancers, gig workers, and small business owners, paying taxes isn’t just a once-a-year event. If you expect to owe $1,000 or more in federal taxes, the IRS likely expects you to pay estimated tax payments each quarter — and the Q2 estimated tax deadline is June 15. In this guide, we’ll explain…
Selling a business can be one of the most profitable — and complex — decisions a small business owner makes. But before you celebrate a big payday, it’s essential to understand the tax implications of selling a business. From capital gains taxes to depreciation recapture and how goodwill is treated, the way your sale is…
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…
Cloud-based accounting platforms like Xero and QuickBooks Online are popular among small and mid-sized businesses looking for accessible, user-friendly financial tools. But if you’ve outgrown Xero or found it doesn’t meet your evolving needs, a Xero migration to QuickBooks might be your next smart move. Whether it’s due to feature limitations, compatibility with third-party apps,…
May 06, 2025
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.
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:
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.
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.
Implementing or upgrading Dynamics can take months. QuickBooks setup, even including data migration, can often be completed in days or a few short weeks.
QuickBooks integrates with 750+ business apps including Gusto, HubSpot, Shopify, and Stripe—offering strong automation and customization.
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.
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
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
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
A: Yes, though GP stores data in SQL databases, requiring conversion to CSV or use of migration tools.
A: Not necessarily. You can import summaries or 1–2 years of transaction history. Archive the rest as PDFs or backups.
A: Yes. QBO uses 128-bit SSL encryption and is hosted on SOC 2-compliant infrastructure.
A: Intuit’s data migration team offers limited support, so for Dynamics, it’s best to use a certified partner or tool.
A: Yes, but ensure strict cut-off dates and reconciliation to avoid double-entry or conflicting records.
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.
We specialize in complex accounting system migrations. Let us handle the details while you focus on your business.
Schedule your free migration consultation today.
For self-employed individuals, freelancers, gig workers, and small business owners, paying taxes isn’t just a once-a-year event. If you expect to owe $1,000 or more in federal taxes, the IRS likely expects you to pay estimated tax payments each quarter — and the Q2 estimated tax deadline is June 15. In this guide, we’ll explain…
If your business is considering a move from Oracle NetSuite to QuickBooks, you’re not alone. While NetSuite is a powerful ERP platform, many growing businesses eventually find that it may be more complex—and costly—than they need. Whether you’re downsizing, simplifying your accounting systems, or seeking a more cost-effective solution, a NetSuite migration to QuickBooks can…
Selling a business can be one of the most profitable — and complex — decisions a small business owner makes. But before you celebrate a big payday, it’s essential to understand the tax implications of selling a business. From capital gains taxes to depreciation recapture and how goodwill is treated, the way your sale is…
Cloud-based accounting platforms like Xero and QuickBooks Online are popular among small and mid-sized businesses looking for accessible, user-friendly financial tools. But if you’ve outgrown Xero or found it doesn’t meet your evolving needs, a Xero migration to QuickBooks might be your next smart move. Whether it’s due to feature limitations, compatibility with third-party apps,…
May 05, 2025
Cloud-based accounting platforms like Xero and QuickBooks Online are popular among small and mid-sized businesses looking for accessible, user-friendly financial tools. But if you’ve outgrown Xero or found it doesn’t meet your evolving needs, a Xero migration to QuickBooks might be your next smart move.
Whether it’s due to feature limitations, compatibility with third-party apps, or scalability concerns, many businesses choose to switch. This guide walks you through the key reasons for migrating, the steps to take, what data transfers, and how to ensure your migration is smooth, accurate, and efficient.
QuickBooks Online is one of the most widely adopted accounting solutions in North America. Businesses migrating from Xero to QuickBooks often cite these advantages:
QuickBooks integrates with over 750 apps, including Gusto, Stripe, Shopify, HubSpot, and Square. While Xero has many integrations, QuickBooks’ ecosystem is broader and better supported in the U.S.
QuickBooks has a larger U.S. support infrastructure, more ProAdvisors, and deeper integration with U.S. tax and banking systems. For U.S.-based businesses, it often provides a smoother experience.
QuickBooks Online Advanced supports up to 25 users and includes tools like custom workflows, enhanced reporting, and role-based access—ideal for growing teams.
QuickBooks has a fully integrated payroll system. Xero Payroll is not available in many U.S. states, often requiring third-party workarounds.
Many CPAs and bookkeepers in the U.S. are certified QuickBooks ProAdvisors, making collaboration, tax prep, and compliance more streamlined.
A Xero-to-QuickBooks migration makes the most sense for businesses that:
Operate primarily in North America
Are scaling and need more advanced features or users
Want easier access to U.S.-specific integrations or support
Prefer a more familiar platform for their accountants or tax professionals
Before migrating, it’s critical to understand which data elements transfer automatically and which need manual work.
Source: Intuit QuickBooks Data Services, Dataswitcher
Client: A digital marketing agency with 12 employees
Reason for Migration: Xero lacked payroll support for their state, and their bookkeeper preferred QuickBooks for reporting and 1099 filings.
Solution: Migrated to QuickBooks Online Advanced using Dataswitcher.
Results:
Completed migration in 4 business days
Rebuilt key reports in QBO with custom tags
Cut payroll processing time by 50% with QuickBooks Payroll
A: Small business migrations typically take 2–5 business days. Complex setups or large historical data imports can take 1–2 weeks.
A: No. Your Xero data remains intact. You should download and archive PDFs or CSVs of historical reports before canceling your subscription.
A: Not natively. QuickBooks typically supports importing 12–24 months of transactions. For full history, use a tool like Dataswitcher.
A: Yes, as long as your subscription is active. Consider downgrading to a lower plan for record access or exporting all key reports.
A: No. You’ll need to reconnect your bank accounts and credit cards in QuickBooks.
A Xero migration to QuickBooks can streamline your accounting operations, improve payroll management, and align you with the most widely-used accounting system in the U.S. With the right tools and preparation, it can be a smooth, efficient process.
Whether you’re migrating due to functionality, team preferences, or scalability, QuickBooks offers the flexibility and power your business needs to grow with confidence.
We specialize in seamless QuickBooks data migrations—including from Xero, Sage, NetSuite, and Microsoft Dynamics. Our ProAdvisors will guide you from data prep to go-live with zero downtime.
Schedule your free consultation now.
For self-employed individuals, freelancers, gig workers, and small business owners, paying taxes isn’t just a once-a-year event. If you expect to owe $1,000 or more in federal taxes, the IRS likely expects you to pay estimated tax payments each quarter — and the Q2 estimated tax deadline is June 15. In this guide, we’ll explain…
If your business is considering a move from Oracle NetSuite to QuickBooks, you’re not alone. While NetSuite is a powerful ERP platform, many growing businesses eventually find that it may be more complex—and costly—than they need. Whether you’re downsizing, simplifying your accounting systems, or seeking a more cost-effective solution, a NetSuite migration to QuickBooks can…
Selling a business can be one of the most profitable — and complex — decisions a small business owner makes. But before you celebrate a big payday, it’s essential to understand the tax implications of selling a business. From capital gains taxes to depreciation recapture and how goodwill is treated, the way your sale is…
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…
For self-employed individuals, freelancers, gig workers, and small business owners, paying taxes isn’t just a once-a-year event. If you expect to owe $1,000 or more in federal taxes, the IRS likely expects you to pay estimated tax payments each quarter — and the Q2 estimated tax deadline is June 15. In this guide, we’ll explain…
If your business is considering a move from Oracle NetSuite to QuickBooks, you’re not alone. While NetSuite is a powerful ERP platform, many growing businesses eventually find that it may be more complex—and costly—than they need. Whether you’re downsizing, simplifying your accounting systems, or seeking a more cost-effective solution, a NetSuite migration to QuickBooks can…
Selling a business can be one of the most profitable — and complex — decisions a small business owner makes. But before you celebrate a big payday, it’s essential to understand the tax implications of selling a business. From capital gains taxes to depreciation recapture and how goodwill is treated, the way your sale is…
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…
For self-employed individuals, freelancers, gig workers, and small business owners, paying taxes isn’t just a once-a-year event. If you expect to owe $1,000 or more in federal taxes, the IRS likely expects you to pay estimated tax payments each quarter — and the Q2 estimated tax deadline is June 15. In this guide, we’ll explain…
If your business is considering a move from Oracle NetSuite to QuickBooks, you’re not alone. While NetSuite is a powerful ERP platform, many growing businesses eventually find that it may be more complex—and costly—than they need. Whether you’re downsizing, simplifying your accounting systems, or seeking a more cost-effective solution, a NetSuite migration to QuickBooks can…
Selling a business can be one of the most profitable — and complex — decisions a small business owner makes. But before you celebrate a big payday, it’s essential to understand the tax implications of selling a business. From capital gains taxes to depreciation recapture and how goodwill is treated, the way your sale is…
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…
For self-employed individuals, freelancers, gig workers, and small business owners, paying taxes isn’t just a once-a-year event. If you expect to owe $1,000 or more in federal taxes, the IRS likely expects you to pay estimated tax payments each quarter — and the Q2 estimated tax deadline is June 15. In this guide, we’ll explain…
If your business is considering a move from Oracle NetSuite to QuickBooks, you’re not alone. While NetSuite is a powerful ERP platform, many growing businesses eventually find that it may be more complex—and costly—than they need. Whether you’re downsizing, simplifying your accounting systems, or seeking a more cost-effective solution, a NetSuite migration to QuickBooks can…
Selling a business can be one of the most profitable — and complex — decisions a small business owner makes. But before you celebrate a big payday, it’s essential to understand the tax implications of selling a business. From capital gains taxes to depreciation recapture and how goodwill is treated, the way your sale is…
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…
For self-employed individuals, freelancers, gig workers, and small business owners, paying taxes isn’t just a once-a-year event. If you expect to owe $1,000 or more in federal taxes, the IRS likely expects you to pay estimated tax payments each quarter — and the Q2 estimated tax deadline is June 15. In this guide, we’ll explain…
If your business is considering a move from Oracle NetSuite to QuickBooks, you’re not alone. While NetSuite is a powerful ERP platform, many growing businesses eventually find that it may be more complex—and costly—than they need. Whether you’re downsizing, simplifying your accounting systems, or seeking a more cost-effective solution, a NetSuite migration to QuickBooks can…
Selling a business can be one of the most profitable — and complex — decisions a small business owner makes. But before you celebrate a big payday, it’s essential to understand the tax implications of selling a business. From capital gains taxes to depreciation recapture and how goodwill is treated, the way your sale is…
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…
For self-employed individuals, freelancers, gig workers, and small business owners, paying taxes isn’t just a once-a-year event. If you expect to owe $1,000 or more in federal taxes, the IRS likely expects you to pay estimated tax payments each quarter — and the Q2 estimated tax deadline is June 15. In this guide, we’ll explain…
If your business is considering a move from Oracle NetSuite to QuickBooks, you’re not alone. While NetSuite is a powerful ERP platform, many growing businesses eventually find that it may be more complex—and costly—than they need. Whether you’re downsizing, simplifying your accounting systems, or seeking a more cost-effective solution, a NetSuite migration to QuickBooks can…
Selling a business can be one of the most profitable — and complex — decisions a small business owner makes. But before you celebrate a big payday, it’s essential to understand the tax implications of selling a business. From capital gains taxes to depreciation recapture and how goodwill is treated, the way your sale is…
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…
For self-employed individuals, freelancers, gig workers, and small business owners, paying taxes isn’t just a once-a-year event. If you expect to owe $1,000 or more in federal taxes, the IRS likely expects you to pay estimated tax payments each quarter — and the Q2 estimated tax deadline is June 15. In this guide, we’ll explain…
If your business is considering a move from Oracle NetSuite to QuickBooks, you’re not alone. While NetSuite is a powerful ERP platform, many growing businesses eventually find that it may be more complex—and costly—than they need. Whether you’re downsizing, simplifying your accounting systems, or seeking a more cost-effective solution, a NetSuite migration to QuickBooks can…
Selling a business can be one of the most profitable — and complex — decisions a small business owner makes. But before you celebrate a big payday, it’s essential to understand the tax implications of selling a business. From capital gains taxes to depreciation recapture and how goodwill is treated, the way your sale is…
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…