A BRIEF IDEA ON QUICKBOOKS
DATA MIGRATION SERVICES
QuickBooks Data Migration Services
QuickBooks data migration services are useful while moving files from one accounting system to
another or while upgrading versions owing to changing company requirements. This procedure is
difficult and requires prudence because there is a chance of losing data.
Going by the protocols of data migration is essential for a smooth transfer. Users must consider that
data conversion and migration can be unpredictable and intricate in the absence of assistance. To
protect the data during the process, you must go through QuickBooks data migration
services blog’s thoroughly.
In this blog, we shall take you through a series of steps you need to follow to ensure a smooth
migration of data. Try out these steps in sequence to ensure hassle-free data migration in
QuickBooks Desktop. However, at any point, if you need expert advice, you may contact us on
our Toll-Free Number +1-855-738-2784.
Consideration Before Executing Migration of Data in QuickBooks
For a successful execution of migration of data in QuickBooks, users need to consider these points.
•First, ensure your QuickBooks Desktop is updated by accessing the Product Information window with F2 or Ctrl+1.
•Make sure your company file is not too large.
•Always ensure your QuickBooks Desktop version meets requirements and back up essential reports before
migration.
•Print your Sales Tax Liability report by following these steps.
1.Go to Reports and select the option that reads, ‘Vendors & Payables.’
2.Now select ‘Sales Tax Liability’ and then choose ‘All’ from the Dates dropdown.
3.Then save the report as a PDF. You may make the adjustment entries post-migration.
Method For Data Migration In QuickBooks Desktop
For successfully transferring data in QuickBooks, users must follow a series of events to avoid any interruptions.
For data migration in QuickBooks Desktop to the new version on a different computer, go through these steps.
Step 1: Preparation Of The Company File
•Head over to the company file and create a backup of the file.
•Then, attempt to restore this backup file on the new QuickBooks desktop. If the process completes without any interruption,
you may uninstall the old QuickBooks.
•To update the company file, open it in the original QuickBooks desktop application. Note the primary location of your company
file. Then head over to the new QB Desktop.
•In the new QuickBooks desktop, head over to ‘File.’ Select the option, ‘Open or Restore Company.’ Now choose the saved file
and log in as admin.
•Select the option, ‘Update Now,’ and wait till the update is done.
Step 2: For QuickBooks Desktop Pro
•For QuickBooks Desktop Pro or Premier, sign in as admin.
•Head over to the ‘Company’ option.
•Now, export the Company File to QuickBooks Online.
•Sign in to your QuickBooks Online company and select the QuickBooks Online file to replace.
•Confirm the transfer, opting to bring inventory and specifying the start date. You may even continue the Inventory setup
later.
•Enter ‘Agree’ and proceed to replace the data, confirming the replacement.
Conclusion
QuickBooks data migration services are essential for updates and data consolidation. However, financial
records can be harmed by migration errors. Users must resolve the migration failures as soon as possible. To
reduce risks and ensure a seamless transfer of financial data, follow the instructions suggested above exactly.
You may seek professional assistance as necessary by dialing our Toll-Free Number +1-855-738-2784.