Finance Data Migration Guide

Migrating Documents to Acumatica ERP
Activating Migration Mode
Processing Documents in Migration Mode
Predefined Import Scenarios for Migrating Financial Data
Preparing System to Migrating Data
Data Migration Process: General Information
Data Migration Process: Migration of Financial Data
Data Migration Process: To Prepare the System for Migrating Financial Data
Data Migration Process: Recommendations for Data Verification
Data Migration Process: Migrating Multicurrency Documents
Migrating Master Records
Migration of Master Records: General Information
Migration of Master Records: To Import Master Records
Migrating Financial Documents
Migration of Financial Documents: General Information
Migration of Financial Documents: To Import AP Documents
Migration of Financial Documents: To Import AR Documents
Importing Trial Balances
Migration of Trial Balances: General Information
Migration of Trial Balances: To Import Trial Balances
Reconciling Financial Balances
Balance Reconciliation: General Information
Balance Reconciliation: To Reconcile Balances After Data Migration
Importing Unreconciled Payments
Migration of Unreconciled Payments: General Information
Migration of Unreconciled Payments: To Import Payments and Reconcile a Cash Account

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