Document Migration to BC

  • Document Migration to BC

    Posted by Laura Mcnicholas on November 2, 2023 at 2:30 pm

    Our company is considering moving our financial system from GP to BC. One of our concerns is the migration of attached documents in GP such as W-9’s and EFT vendor information. Will these attachments migrate from GP to BC? Or will we have to manually re-attach every W-9 and EFT form in BC?

    Laura Mcnicholas replied 1 year, 11 months ago 2 Members · 2 Replies
  • 2 Replies
  • David Laster

    Member
    November 3, 2023 at 9:18 am
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    Hi Laura:

    I would not recommend the migration approach for GP, or using the migration tool to get to BC. It works OK to push some GP data to the cloud, but in reality you should create a new BC company from scratch and load the master records from the BC templates using the BC-way. You can import attachments afterward. Steve Endow has a great free tool / utility available that you can download and use against your GP company database to download your attachments to a folder. Map these to your new master records and load to BC. You’ll probably find that you don’t need all the vendors or their attachments, saving precious cloud storage space as well.

    • Laura Mcnicholas

      Member
      November 3, 2023 at 4:47 pm
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      Thank you very much, David.

      We appreciate your suggestions!

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