F110 Data Migration 2024 R2
By completing this course, you will learn how to migrate financial data from your legacy system to Acumatica ERP. To do this, you will complete a set of lessons, each dedicated to importing a certain type of records or documents. At the end of the course, you will also reconcile the imported balances with the general ledger. The current version of the course is valid for Acumatica ERP 2024 R2.
Through the examples, you will learn how to perform the following tasks in Acumatica ERP:
- Migrating master records (vendors, customers, and non-stock items)
- Migrating historical AR and AP documents, as well as documents with open balances
- Migrating trial balances and performing reconciliation with the general ledger
- Migrating unreconciled payments and reconciling the cash account balance