Guide to understand and use
QuickBooks data migration services
QuickBooks data migration services
QuickBooks comes in many different versions depending upon the
business needs of the users. They use QuickBooks data migration
services to move their data when they opt for a different software
version. On the off chance you are a new QB user or you want to
switch to a different QB version, this blog will help you understand
everything about data migration and a manual procedure to do it.
Avail the best data migration services provided by our team of
certified QB professionals at +1-855-738-2784.
About data migration in QuickBooks
QuickBooks users need to move their business data whenever they switch to
a different software version. Other software users also have to transfer their
financial data when they start using QuickBooks. Data migration helps them
transfer the data securely and avoids the risk of damage or corruption. We
advise you to take professional help for migrating your data as it is crucial and
can have a bad impact on the business if it gets lost or damaged. A data
migrator tool is available in QB that helps users send their data automatically
and safely. However, you need to keep the following things in mind before you
start moving the data-
•All your QB data including, the recent transactions, must be backed up
to tackle any unfortunate instances.
•Check that both the systems are capable of running QB by checking
the system specifications.
•Download the latest updates of QuickBooks and Windows on both
systems to prevent issues during migration.
•Remove invalid characters from the company file name and ensure it is
in the appropriate size for migrating.
•Check out the company file size and make the required space on the
recipient system to avoid storage issues.
Procedure to migrate to QuickBooks online or
Desktop
We have mentioned a procedure to move your data securely from one QB version to another.
However, you might have to enter some of it manually as the entire data can’t be transferred.
Use the steps according to the suitable case mentioned below-
Case 1- When you move your financial data between QB
versions
The following steps will help you to transfer data to QBO if you are an existing QuickBooks user1.Open your QB and navigate to the Company option at the top.
2.Click the Export company file to QuickBooks Online option and select Start your export.
3.Launch your QuickBooks Online and enter the details to sign in as an admin user.
4.Click the Choose online company option and select the company file you want to replace with the
imported file.
5.Tap Continue and choose from Yes/No according to the inventory you have in QuickBooks.
6. Click Agree and select the Replace option after choosing the data file.
7. Hit the Yes go ahead and replace data option to begin the importing and wait for
the transfer to complete.
Case 2- Importing Excel files in CSV format from a
different accounting software
The correct order to move your financial data is in the following order1.Customer
2.Supplier
3.Product & services
4.Invoices
5.Bills
Move the financial data from another accounting software using the following steps-
1.Click the File option in your QuickBooks and tap the Utilities option in the list.
2.Tap Import and click Excel files in the type of data option.
3.Fill in the information asked by the software and wait for the transfer to complete.
Conclusion
This blog thoroughly explains the QuickBooks data migration services used for
moving financial data from one software version to another. The blog also consists
of the measures to take before migrating the data and a manual method. We hope
the blog is informational and helps you move your financial data securely.
Talk to our QB support team at +1-855-738-2784 if you need further
assistance for migrating your data.