BizCentric QuickBooks Migrator
How to Setup QuickBooks Migrator?
Create a QuickBooks Online App
- From Awesome-bar, Go to “QuickBooks Migrator” DocType.
- Go to Inuit Developer Portal
- Sign In with your existing account or Sign Up.
- Go to “My Apps” page.
- Click on “Select APIs”.
- Under “QuickBooks API” Check “Accounting”.
- Click on “Create App”.
- You’ll be taken to the Dashboard of your App.
- Go to “Keys” tab.
- Go to “Production Keys” Section.
- Complete requirements.
- 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
.
- Make sure that the Redirect URL starts with
- From “Production Keys” section copy “Client ID” and “Client Secret” to “QuickBooks Migrator” DocType.
- Save “QuickBooks Migrator”.
Connect to QuickBooks Online API
- Click “Connect to QuickBooks”.
- A new tab will open in your browser and You’ll be asked to Log In.
- If you have more than one companies then Select the company you want to migrate.
- Click “Connect”.
- Upon successful authorization, the tab will close.
- The indicator will be set to “Connected to QuickBooks”.
- In “QuickBooks Migrator” select “Company” where you want to migrate your data.
- Save “QuickBooks Migrator”.
Migrate Data
- Click the “Fetch Data” button.
- The indicator will change from “Connected to QuickBooks” to “In Progress”.
- Progress bars will show the status of migration.
- This will take a few minutes depending on the size of data.
- 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