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Tips for Using RapidStart for Microsoft Dynamics GP 2013 to Migrate from QuickBooks

by Gloria Braunschweig
President, Dorian Enterprises, Computeration, Inc.

Having pounded on the new RapidStart Services for Microsoft Dynamics GP 2013 for weeks as Convergence 2013 has approached, I wanted to provide the tips I've discovered that will assist clients and other implementers. I'm an avid fan of one-page, quick start guides, but in this case I can't recommend enough that you read the 65 page RapidStartServicesGP.PDF from beginning to end before you begin any part of the installation. To obtain both the code and the PDF, start with authorized access to CustomerSource or PartnerSource, search for RapidStart and follow the links to the RapidStart for GP 2013 download site.

Then go over the following checklists where I add my experiences and recommendations.

First, review the setup of the environment:

  1. Within the RapidStartServicesGP.PDF, follow the link to check all system and version requirements.
  2. Determine whether your environment should be 32-bit or 64-bit. We used QuickBooks Enterprise version 9.0 which is not 64-bit compatible, so we created a 32-bit virtual environment.
  3. Install QuickBooks or Peachtree and the RapidStart tools under the same user logon. Turn off User Account Control (UAC) before installing any of the programs. You can easily find instructions to do this by searching the internet.
  4. While you don't need the Dynamics GP client, you do need access to the Microsoft SQL instance serving the GP SQL databases.
  5. For a QuickBooks migration, your account framework in Dynamics GP should be a minimum of two segments of 7 characters each. Follow through and make the account format for the new company at least that size also. You will have the opportunity during the migration to edit the chart of accounts.
  6. You also ...

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About Gloria Braunschweig

Gloria has experience across the full spectrum of business operations and management. Decades of experience are documented in the book Rapid Implementation, establishing Gloria as a specialists using Microsoft SQL tools for implementation, integration, and business intelligence related to Microsoft Dynamics GP.

Gloria writes and presents on lean implementation concepts and business management systems for small and mid-size businesses.