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QuickBooks & Xero Data Migration Tool for Business Central — A build-to-order AL extension that moves your customers, vendors — 1/1示意预览

A build-to-order AL extension that moves your customers,

vendors, items, chart of accounts and open balances from QuickBooks, Xero and Sage into Business Central — with mapping validation, a dry-run preview and rollback safety. Built, installed and supported by ECOSIRE.

什么是 QuickBooks & Xero Data Migration Tool for Business Central?

A build-to-order AL extension that moves your customers, vendors, items, chart of accounts and open balances from QuickBooks, Xero and Sage into Business Central — with mapping validation, a dry-run preview and rollback safety. Built, installed and supported by ECOSIRE. Built to order by ECOSIRE for Dynamics 365 BC (build-to-order) — indicative price from $999.00 USD; request a quote for a scoped proposal.

核心功能

QuickBooks Desktop (IIF/list export) and QuickBooks Online imports via staged migration tables
Xero and Sage 50 source imports mapped to BC master and posting data
Field-level mapping engine: source accounts, customers, vendors, items, payment terms and tax groups to BC counterparts
Open balance migration posted through general journal and customer/vendor opening ledger entries so the trial balance ties out
Historical transaction migration (invoices, payments, journals) with configurable cut-off date
Dry-run validation pass that flags duplicates, unmapped records, missing dimensions and unbalanced entries before any posting
Reconciliation report comparing legacy balances to BC results (G/L, aged AR, aged AP) for sign-off
Rollback safety: staged batches reversible pre-posting and opening journals isolated for clean reversal
Job Queue option for large-dataset imports so the client session is never blocked
Custom permission set scoped to the migration role, plus full audit logging of each run
REST/OData-based ingestion for QuickBooks Online and Xero where API access is available
Built and installed as a per-tenant extension on your BC sandbox first, then production

按需定制,全程代劳

无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。

  1. 1

    您下单

    以一次性构建价格开始。我们在启动时与您共同确定范围。

  2. 2

    我们构建与安装

    ECOSIRE 在您的 Dynamics 365 Business Central 上构建、配置并安装。

  3. 3

    上线 + 支持

    约一个工作周内上线,并包含两周上线支持。我们交付的代码中的缺陷免费修复。

关于此产品

Migrating off QuickBooks, Xero or Sage into Dynamics 365 Business Central is rarely a one-click affair. Account structures differ, tax setups don't line up, item costing methods conflict, and open balances have to tie out to the penny before you go live. This tool is a per-tenant AL extension that ECOSIRE builds, installs and supports specifically for your Business Central environment to make that move controlled and auditable.

The extension reads your source data — from QuickBooks Desktop (IIF/exported lists) and QuickBooks Online, Xero, and Sage 50 — and stages it into custom migration tables inside BC. A field-level mapping engine lets you map source accounts, customers, vendors, items, payment terms and tax groups to their BC counterparts (Chart of Accounts, Customer/Vendor cards, Item cards, posting groups). Before anything is committed, a dry-run validation pass flags duplicates, missing dimensions, unbalanced opening entries and unmapped records, producing a reconciliation report you sign off on.

Open balances and historical transactions are posted through proper BC journals (general journal, customer/vendor ledger opening entries) so your trial balance, aged receivables and aged payables reconcile against the legacy system. Every run is wrapped in rollback safety: staged batches can be reversed before posting, and posted opening journals are isolated for clean reversal if a redo is needed.

ECOSIRE delivers this as a build-to-order engagement — we scope your source system, build the extension, install it as a per-tenant extension on your sandbox, run a full dry-run migration, reconcile with you, and then execute the production cutover. It is not an instant AppSource download; it is a guided migration project with software that stays installed for re-runs and post-go-live support. Permission sets, a Job Queue option for large datasets, and OData-based imports are all configured to your tenant.

你得到什么

  • A per-tenant AL extension (.app) built for your Business Central version and installed on your sandbox and production tenants
  • Source-to-BC field mapping configuration tailored to your QuickBooks/Xero/Sage data
  • A completed dry-run migration on your sandbox with a reconciliation report for sign-off
  • Production cutover execution with open balances and selected history posted and verified
  • A scoped permission set and Job Queue configuration for the migration role
  • Handover documentation covering mapping decisions, re-run steps and rollback procedure

这是给谁的

Finance Manager mid-migration off QuickBooks/Xero

Owns the books and needs opening balances, aged AR and aged AP to reconcile exactly against the legacy system before signing off on go-live. Wants a dry run and a reconciliation report, not a black-box import.

Business Central implementation partner / consultant

Running a BC rollout and needs reliable data migration without hand-building IIF parsers and opening journals from scratch. Wants a repeatable, supported extension to slot into the cutover plan.

IT/Operations lead at an SMB switching ERPs

Responsible for the technical cutover and data integrity. Needs per-tenant install control, scoped permission sets, audit logging and a clean rollback path if the first attempt needs a redo.

QuickBooks & Xero Data Migration Tool for Business Central 如何比较

标准伊科西尔定制建造竞争对手Dynamics 365 Business Central 原生
Migrates QuickBooks, Xero and Sage sources into BC包含部分支持部分支持不包括在内
Open balances posted as reconciling opening ledger entries包含部分支持部分支持部分支持
Dry-run validation with sign-off reconciliation report包含不包括在内部分支持不包括在内
Rollback / clean reversal of a failed run包含部分支持不包括在内不包括在内
Built, installed and supported on your tenant by the vendor包含部分支持不包括在内不包括在内
Tailored field mapping to your specific data and posting groups包含包含部分支持不包括在内
Installed as a controlled per-tenant AL extension包含包含部分支持不包括在内
No per-record or recurring subscription fee包含包含不包括在内包含

关于QuickBooks & Xero Data Migration Tool for Business Central的常见问题

How long does delivery take, and is this an instant AppSource download?

No — this is build-to-order, not an instant AppSource install. After purchase we scope your source system and data volume, then build and install the per-tenant extension on your sandbox. Typical delivery is about one working week depending on how many source systems, how much history you want migrated, and how clean the data is. We confirm a firm timeline during scoping before any build work begins.

What ongoing support and updates are included after go-live?

Because the extension stays installed on your tenant, we support re-runs and post-cutover fixes. The build includes a support window for reconciliation issues and follow-up batches found after go-live. We also keep the extension compatible with your Business Central version through its scheduled updates, and offer an optional ongoing support arrangement for future source-data top-ups or additional migrations.

Which source systems and data does it migrate?

QuickBooks Desktop (via IIF/list exports), QuickBooks Online, Xero and Sage 50. It migrates master data (customers, vendors, items, chart of accounts), open balances (posted as opening ledger entries), and historical transactions up to a cut-off date you choose. Exact scope is agreed during the mapping phase.

How do you make sure the numbers tie out?

Every migration runs as a dry run first. The validation pass flags duplicates, unmapped accounts, missing dimensions and unbalanced entries, then produces a reconciliation report comparing legacy G/L, aged receivables and aged payables to the BC result. You sign off on that report before we post anything to production.

What happens if a migration run needs to be redone?

The tool is built around rollback safety. Staged batches can be reversed before posting, and opening journals are isolated so they can be cleanly reversed and re-posted. This means a failed or incomplete run can be corrected without leaving orphaned entries in your live ledgers.

Is my data secure during the migration?

The extension runs inside your own Business Central tenant — staging data lives in custom tables in your environment, not on an external service. Access is gated behind a dedicated permission set, every run is audit-logged, and OData/REST connections to QuickBooks Online or Xero use your own API credentials.

申请报价

QuickBooks & Xero Data Migration Tool for Business Central

A build-to-order AL extension that moves your customers, vendors, items, chart of accounts and open balances from QuickBooks, Xero and Sage into Business Central — with mapping validation, a dry-run preview and rollback safety. Built, installed and supported by ECOSIRE.

  • QuickBooks Desktop (IIF/list export) and QuickBooks Online imports via staged migration tables
  • Xero and Sage 50 source imports mapped to BC master and posting data
  • Field-level mapping engine: source accounts, customers, vendors, items, payment terms and tax groups to BC counterparts
  • Open balance migration posted through general journal and customer/vendor opening ledger entries so the trial balance ties out

申请报价

告诉我们您对 QuickBooks & Xero Data Migration Tool for Business Central 的需求,我们将发送价格、许可选项和量身定制的方案,通常在一个工作日内。

现在无需付款。此操作会向我们的团队发送报价请求——我们会通过邮件跟进价格和后续步骤。