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rfinaly

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QuickBooks Transaction Details

Hello Experts,
I need to move all data from QuickBooks to Dynamic GP, they requesting me to export all customer transactions include Invoices, Payments, Credit Memos and Debit Memos, which I am able to do.
However when I export the data quickbooks does not give me a transaction ID and Customer ID so we have problems to map the payments to invoices.
Is there a way to export the transaction ID and Customer ID with the details?
Thank you and Happy New Year.
Roy
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John
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How are you exporting? By a transaction report?  In the modify report section you should be able to add the transaction id and customer name to the report.

Another way is to go the QuickBooks Marketplace and look for a transaction addon that might do what you want. Atandra Systems have products like this and you can contact them. The addons are not free and the prices vary.

... Thinkpads_User
Avatar of Steve Endow
Hi,

Have you considered or discussed the Dynamics GP Rapid Migration Tool?  I have not looked into its capabilities, but it may be worth a quick look or test to see if it might meet your needs.

http://www.microsoft.com/downloads/en/details.aspx?FamilyID=D9DFA747-63DA-4CAC-B92D-28BB24192C1D&displaylang=en


Thanks,

Steve Endow
Dynamics GP Certified Trainer
Dynamics GP Certified Professional
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rfinaly

ASKER

Yes I spoke to Microsoft and they said the ripad tool will only bring end balances and not details.
I need to migrate all the details of the invoices payments etc
thank you
Roy
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ASKER

Sorry for the later reply here, I did not have access to quick books all weekend.
Yes I am exporting by transaction, when I go to the custumized Column I do not see transaction ID.
I did add all other fields but it did not help.
Is there any other way I can try?
Thank you
Roy
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John
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I apologize for the late reply.
Thank you. I was pleased to assist. ... Thinkpads_User