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AdrianG001 États Unis
20/06/2019 08:24


Please find the data migration plan. You will need to export the following data from QuickBooks:


• List of Customers


• List of Suppliers


• List of Products  


• Stock levels


• Import of outstanding balances (accounts receivable/payable)



Export data from QuickBooks in CSV as Odoo only accepts a CSV files format. So if you export data in an Excel file, you simply need to convert this file to CSV file.


Data mapping might be complicated if you are using Odoo for the first time. I have added 2 templates for your over here.


1. Customer import template example


2. Product import template example


Once your templates are ready, go to Odoo -> Go to a list of Records (Customers, etc) -> Click on import -> Check the data mapping -> Click on test import -> then 'Import'. You will get an error message in case there is something wrong with your template.


Regards,

Adrian

QuickBooks Cloud Consultant

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ignacio@glodea.com Brésil
31/03/2019 17:53

Any news about Quickbooks Desktop data migration?

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