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ERP Upgrade

Move from QuickBooks to Business Central — without leaving your history behind.

QuickBooks got you started, but growth needs a real ERP. We move you to Microsoft Dynamics 365 Business Central with years of transaction history intact — not just closing balances — and land you on an AI-ready platform with Copilot built in.

Full

Transaction history preserved

AI-ready

Copilot on day one

Weeks

Not months

What we do

What a QuickBooks → Business Central move involves

This is more than exporting a chart of accounts. It's an honest readiness check, a clean data move that keeps your history, a plan for the tools bolted onto QuickBooks, and a cutover your team barely feels — landing you on a modern, AI-forward ERP.

Assessment & Readiness

We map your QuickBooks setup, lists, workflows, and the spreadsheets and add-ons around it to build a realistic migration path.

History-Complete Data Migration

Customers, vendors, and financials move across — plus years of historical transactions, not just opening balances, via our purpose-built app.

Chart of Accounts & Dimensions

Your accounts, classes, and locations are re-modeled into Business Central's dimension structure so reporting gets richer, not harder.

Add-on & Integration Mapping

Payroll, payments, e-commerce, and reporting tools mapped to native Business Central or modern AppSource equivalents.

AI & Copilot Enablement

We turn on Copilot in Business Central and prepare your data so AI can draft, reconcile, and surface insight from day one.

Testing & Parallel Running

End-to-end testing and reconciliation, with old and new run side by side so you cut over with total confidence and a rollback path.

Outgrown

QuickBooks

Siloed history · limited reporting · scaling limits

History Intact

Cloud ERP

Business Central

AI-ready · Copilot built in · fully supported

From a starter ledger to an AI-ready ERP

  • Years of historical transactions preserved — not just balances
  • Copilot in Business Central enabled and configured
  • Automated reconciliation so the numbers provably tie out
  • A documented rollback plan for total peace of mind

Challenges & solutions

The hard parts — and how we handle them

The challenge

Fear of losing history — years of invoices, payments, and customer activity feel too valuable to leave behind, but too risky to move.

How Qixas solves it

Our purpose-built migration app brings historical transactions into Business Central and reconciles them, so nothing is stranded and the numbers provably tie out.

The challenge

"We'll have to keep QuickBooks running just to look things up" — paying for and maintaining a legacy system indefinitely.

How Qixas solves it

Because the history lives in Business Central, you can fully retire QuickBooks instead of keeping it on life support for lookups.

The challenge

QuickBooks has hit its ceiling — multi-entity, inventory, dimensions, and reporting have outgrown what it can do.

How Qixas solves it

Business Central is a true ERP: multi-company, real dimensions, inventory and operations, and Copilot-powered reporting that scales with you.

The challenge

Disruption during cutover — the fear of downtime and a chaotic switch landing at the worst possible time.

How Qixas solves it

Parallel running, a cutover planned around your quiet periods, and a tested rollback plan mean the switch is controlled and reversible.

Exclusive Qixas app

Our QuickBooks Migration App keeps your history alive in Business Central

Most migration tools only carry current balances and basic master records — leaving years of valuable financial history stranded in QuickBooks. Qixas built a purpose-built migration app that brings your historical transactions across and re-establishes them inside Business Central, so your team never has to log back into a legacy system to answer a simple question.

Historical transactions, not just balances

Prior invoices, payments, and customer activity move into Business Central and live there natively — fully queryable, not archived away.

Retire QuickBooks for good

Because the history comes with you, there's no reason to keep paying for and maintaining QuickBooks just for lookups.

Continuity for every team

Finance, reporting, and customer service keep the context they rely on — previous activity, transaction detail, and financial history in one place.

A complete view from day one

You start on Business Central with the full picture of the business, ready for analysis, reporting, and trend comparison across years.

Because your history now lives inside Business Central, it becomes AI-ready: Copilot and Power BI can analyze prior-year activity, spot trends, and answer questions across your full financial record — something QuickBooks could never do.

Why implementations fail

The costliest mistakes in a QuickBooks migration

Most migration pain isn't technical — it's strategic. These are the missteps that turn a routine move into months of missing context and lost trust, and the ones we plan around from day one.

01

Migrating balances only and abandoning history

Most tools move current balances and master records, then declare victory. Years of transaction detail get left behind in QuickBooks — so you either keep paying for a legacy system or lose the context your finance and service teams depend on.

02

Treating a QuickBooks export as a finished migration

A raw export isn't a controlled finance transition. Without careful chart-of-accounts and dimension modeling, opening balances don't reconcile and reporting comes out worse than QuickBooks — eroding confidence in the new system on week one.

03

Landing on a modern ERP but ignoring its AI

Business Central ships with Copilot and deep Power BI and Fabric integration. Migrations that don't switch on and prepare data for those capabilities leave the single biggest reason to move — an AI-ready finance platform — sitting unused.

How Qixas is different

Designed for continuity — and built for AI

Every step engineered to protect your history, reduce risk, and land you on a platform that's ready for what's next.

A migration app that preserves history

Our proprietary QuickBooks Migration App re-establishes years of historical transactions inside Business Central — a capability off-the-shelf tools simply don't have.

Finance-led migration with reconciliation gates

Trial runs with automated reconciliation ensure opening balances and history provably tie out before anyone depends on the new system.

AI-forward by default

We enable Copilot in Business Central and structure your data so AI can draft documents, assist reconciliation, and answer questions across your full financial history.

20+ years of Dynamics expertise

We've moved hundreds of companies onto Business Central. We know how to land a clean, upgradeable, AI-ready system — not a lift-and-shift that carries old problems forward.

Get started

Get a clear, week-by-week path off QuickBooks

Start with a free migration readiness assessment. We'll map your QuickBooks setup, show exactly how your history comes across, and give you a realistic timeline and budget — before any commitment.

What's included

  • QuickBooks setup, list, and add-on inventory
  • A plan for bringing historical transactions across
  • Chart-of-accounts to dimension mapping review
  • Copilot and Power BI readiness for your data
  • Realistic, phased timeline and budget range

Trusted by leading organizations across North America

Health Canada
RCMP
Pet Valu
Bulk Barn
The Beer Store
Motion Specialties
BC Hydro
Hydro One
Longos
Winebow
Fujitsu
CPTO

Why Qixas

20+ years of Dynamics. One focused team.

0+

Years in business

0+

Dynamics clients served

0%

Faster report generation

Microsoft

Cloud Solutions Partner

We finally moved off QuickBooks without losing a single year of history — and our team could answer customer questions from day one.

Controller, Growing Distributor

QuickBooks got you started. Business Central takes you further.

Get a free migration readiness assessment and a clear path to an AI-ready ERP — with your history intact.

FAQ

Frequently Asked Questions, Answered

Will we lose our QuickBooks history when we move?
No — that's the whole point of our approach. Where most tools migrate only current balances and master records, our purpose-built QuickBooks Migration App brings years of historical transactions into Business Central and re-establishes them there. Your finance, reporting, and service teams keep the context they rely on without logging back into QuickBooks.
Can we finally retire QuickBooks completely?
Yes. Because your historical transactions live inside Business Central after migration, there's no reason to keep QuickBooks running just for lookups. Most clients decommission QuickBooks entirely once they've validated the migrated history.
How does AI and Copilot fit into this?
Business Central includes Microsoft Copilot and integrates tightly with Power BI and Microsoft Fabric. As part of the move we enable Copilot and structure your data so AI can help draft documents, assist with reconciliation, and answer questions across your full financial history — including the years migrated out of QuickBooks. It's the single biggest reason to move up from QuickBooks, and we make sure you actually get it.
How safe is the data migration?
Very. We run trial migrations with automated reconciliation so balances and history provably tie out before go-live, plus a documented rollback plan. We run old and new side by side through an operating cycle and plan cutover around your quiet periods.
How long does a QuickBooks migration take?
Most moves run a matter of weeks, depending on data volume, the number of add-ons around QuickBooks, and how much reporting needs to be rebuilt. You get a realistic, phased timeline after the readiness assessment — not a guess.

Move up from QuickBooks — without losing what matters

Get a free migration assessment. We'll show you exactly how your history comes across and build a phased plan that lands you on an AI-ready Business Central.