01
Discovery
We audit your QuickBooks file: chart of accounts, open transactions, integrations, user structure, and reporting needs. This sets the scope before anything else happens.
Scale your financial operations without the system limitations. Folio3 migrates your legacy QuickBooks data into Dynamics 365 Business Central with end-to-end data validation and reconciliation you can trust.
No intercompany posting, no consolidation engine. Running more than one legal entity means separate company files and a spreadsheet to combine them at close.
Online Advanced tops out at 40 users, and permissions are role templates, not field-level control. Growing teams hit both walls at once.
If your business needs traceability, QuickBooks doesn't have it. No lot numbers, no serials, no bin-level tracking.
Memorized reports only go so far. Anything past a P&L by class means exporting and rebuilding by hand, every month.
They label a transaction but don't combine into dimensional reporting. You can't slice a P&L by department, project, and entity at the same time.
QuickBooks works up to a certain point. But when your needs outgrow basic accounting software, you need a full fledged ERP like Business Central
| Capability |
|
|
|---|---|---|
| Users | Up to 40 (Online Advanced) | Unlimited |
| Multi-entity | Separate company files | Intercompany posting, native consolidation |
| Dimensions | Class and Location only | Unlimited, combinable dimensions |
| Inventory | Quantity on hand only | Lot, serial, bin, and warehouse tracking |
| Project accounting | Not available | Job costing with WIP and budgeting |
| Reporting | Memorized report templates | Account schedules, embedded Power BI |
| Workflow automation | Basic approvals | Configurable across every module |
| Deployment | Cloud only | Cloud, on-premise, or hybrid |
| Permissions | Role templates | Field-level permission sets |
| Microsoft 365 | Limited | Native, built into Outlook, Excel, and Teams |
Track by department, project, entity, and customer group at once. Slice a P&L six ways without exporting anything to Excel first.
Post between entities and consolidate financials without manual eliminations. Not a combined report that just adds numbers together.
Full item tracking built into the platform, not bolted on. Traceability that QuickBooks structurally can't provide.
Build financial reports directly against the G/L, or connect Power BI for live dashboards. Nothing leaves the system to get answered.
Configure access down to the field. Your controller gets full visibility, your AP clerk gets exactly what the role needs.
Native inside Outlook, exports cleanly to Excel, connects to Teams. No separate login your team has to remember.
Folio3 covers the full scope of QuickBooks data migration so that you can cleanly bring your data points to Dynamics 365 Business Central.
Whether you are licensing Business Central for the first time, migrating off a legacy system, or rescuing a stalled food manufacturing rollout, Folio3 has a structured engagement built around your starting point.
We audit your QuickBooks file: chart of accounts, open transactions, integrations, user structure, and reporting needs. This sets the scope before anything else happens.
We map QuickBooks fields to Business Central and clean up duplicates and inconsistencies before they migrate, not after.
We configure Business Central with RapidStart: chart of accounts, posting groups, dimensions, and approval workflows built around how you actually work.
Data moves into a sandbox environment first. Your team reconciles balances and transaction history there before we touch production.
We connect Business Central to your CRM, ecommerce platform, or payroll system. Where there's no native connector, we build one on Burq iPaaS.
Hands-on training before cutover, built around each team's actual work. Support is in place from day one after.
Most migrations run 8 to 16 weeks. Data volume, integration count, and configuration scope are what move the number. You get a specific timeline after discovery.
Talk to us to understand how we can move your data over. We'll make sure that anything that doesn't map cleanly gets flagged during discovery and resolved before the migration runs.
Folio3 Dynamics is a Microsoft Solutions Partner with decades of Business Central migration experience across manufacturing, distribution, professional services, and agriculture. We've run this exact migration enough times to know where it usually breaks.
Discovery gives you a defined scope, timeline, and cost estimate before you sign anything. No open-ended quotes.
Multi-currency revaluation, job costing with WIP, landed cost setups. We catch these in discovery, not mid-project.
Business Central connects to your CRM, ecommerce platform, and third-party tools through Burq iPaaS, our own middleware platform.
Post-launch support and ongoing training are part of the engagement, not an upsell after the fact.
Agriculture
United States
Folio3 Dynamics · Business Central Implementation
A rapid Dynamics 365 Business Central implementation replaced a legacy AS400 system for under $50,000, well below the cost of a custom build. Automated invoicing and Power BI reporting eliminated manual Excel close work and closed out a long-standing source of reconciliation errors.
Total implementation cost
Saved monthly on close reporting
Gold Microsoft Solutions Partner with manufacturing customers across discrete, process, food, and agricultural sectors.
Get a scoped timeline from our Business Central migration services team before you commit to anything.
Most migrations run 8 to 16 weeks from discovery to go-live. Data volume, integration count, and configuration scope are the main variables. You get a specific estimate after the discovery call.
We can migrate full transaction history or summarized opening balances, depending on your reporting needs and data age. Most businesses migrate full history for the current fiscal year and summarized balances for prior years. We work through this during discovery.
Cutover is scheduled during off-peak hours, typically a weekend. Your QuickBooks data stays accessible in read-only mode after go-live, so nothing is lost during the transition.
Yes. Business Central connects natively with Microsoft 365. For Salesforce, Shopify, WooCommerce, Amazon, and other third-party platforms, we use Burq iPaaS to build and maintain real-time integrations.
Both are available. Business Central runs as cloud SaaS through Microsoft or as an on-premise installation. Most businesses moving off QuickBooks choose cloud for the lower overhead, but we support either.
Hands-on training for every user group before go-live: finance, operations, warehouse, and admin. Sessions are built around each team's actual work and your specific configuration, not a generic product demo.
Business Central is more capable than QuickBooks, which means there's more to configure. We manage that complexity for you. The implementation is structured around your workflows from the start, and we phase the rollout where needed so your team isn't handed a system they don't know how to use.
