Knowledge Base

BizCentric QuickBooks Migrator

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  • February 6, 2024

BizCentric QuickBooks Migrator

How to Setup QuickBooks Migrator?

Create a QuickBooks Online App

  1. From Awesome-bar, Go to “QuickBooks Migrator” DocType.
  2. Go to Inuit Developer Portal
  3. Sign In with your existing account or Sign Up.
  4. Go to “My Apps” page.
  5. Click on “Select APIs”.
  6. Under “QuickBooks API” Check “Accounting”.
  7. Click on “Create App”.
    • You’ll be taken to the Dashboard of your App.
  8. Go to “Keys” tab.
  9. Go to “Production Keys” Section.
    • Complete requirements.
  10. In “QuickBooks Migrator” DocType a “Redirect URL” will be generated for you and add it in the list of “Redirect URIs” of your Inuit App (under “Production Keys” section). Click Save.
    • Make sure that the Redirect URL starts with https.
  11. From “Production Keys” section copy “Client ID” and “Client Secret” to “QuickBooks Migrator” DocType.
  12. Save “QuickBooks Migrator”.

Connect to QuickBooks Online API

  1. Click “Connect to QuickBooks”.
  2. A new tab will open in your browser and You’ll be asked to Log In.
  3. If you have more than one companies then Select the company you want to migrate.
  4. Click “Connect”.
  5. Upon successful authorization, the tab will close.
  6. The indicator will be set to “Connected to QuickBooks”.
  7. In “QuickBooks Migrator” select “Company” where you want to migrate your data.
  8. Save “QuickBooks Migrator”.

Migrate Data

  1. Click the “Fetch Data” button.
  2. The indicator will change from “Connected to QuickBooks” to “In Progress”.
  3. Progress bars will show the status of migration.
  4. This will take a few minutes depending on the size of data.
  5. After migration is complete, the indicator will change to “Complete” or “Failed”.

Other

Following transactions will be saved as Journal Entry

  • Advance Payment
  • Bill Payment
  • Cheque
  • Credit Card Credit
  • Expense
  • Inventory Qty Adjustment
  • Journal Entry
  • Payment
  • Tax Payment

Tax

For every QuickBooks Tax Rate an BizCentric account will be created.

Custom Fields

QuickBooks Migrator will add following Custom Fields

  • Company field
    • Customer
    • Item
    • Supplier
  • QuickBooks ID field
    • Customer
    • Item
    • Journal Entry
    • Purchase Invoice
    • Sales Invoice
    • Supplier