How to Use QuickBooks Dataswitcher
Conversion Wizard?
Streamline your QuickBooks data migration with the Dataswitcher Conversion Wizard. Effortlessly
transfer and organize your information for seamless integration.
Traditionally, QuickBooks Desktop to QuickBooks Online conversions is processes using the QB Migration
tool. However, to offer customers more options, we've expanded our services by integrating Desktop
conversions into our Dataswitcher suite and creating QuickBooks Dataswitcher conversion wizard.
Dataswitcher serves as a dedicated data conversion partner, fully backed by Intuit for seamless
QuickBooks Online data migration. While both Dataswitcher and Intuit migrations effectively transfer data
to QuickBooks Online, they each offer distinct features. Dataswitcher, for instance, prioritizes accuracy in
historical AP and AR reports, ensuring correct balances for key dates like fiscal year-end and conversion
date.
Experience seamless data migration with our Dataswitcher Conversion Wizard for QuickBooks. As a
trusted Intuit partner, we ensure accurate transfers from QuickBooks Desktop to QuickBooks Online on
our Toll-Free Number +1 833-802-0002.
Steps to Prepare Your File for Migration to QuickBooks Online Using
Dataswitcher
Here’s what you should do before migration to QuickBooks online using Dataswitcher
Step 1: Complete your taxes (VAT/GST) Report for the Current Tax Period in QuickBooks Desktop
1.Dataswitcher requires the first VAT report based on old data. Keep this report until the conversion date
for accurate transfer.
2.After conversion, combine amounts from the old Desktop and new QuickBooks Online files for a
comprehensive tax report.
Step 2: Extract Post-Conversion Confirmation Data
After Dataswitcher completes the conversion, ensure accuracy by extracting the following reports from
QuickBooks Desktop:
1.Profit and Loss (Income Statement) up to the conversion date.
2.Balance Sheet up to conversion date.
3.Bank account balances as of conversion date.
4.Trial Balance up to conversion date.
5.Lists of outstanding invoices for customers and suppliers as of conversion date.
Step 3: Extract Data for Auditing Purposes
To ensure comprehensive record-keeping during system migration, extract the following data from
QuickBooks Desktop for tax and auditing purposes:
1.Sales Tax report
2.Purchase Tax report
3.Account Transactions
Step 4: File Check
To ensure a smooth conversion, it's crucial to review your QuickBooks Desktop file for any data
inconsistencies or inaccuracies.
1.Address any issues before creating the backup file for Dataswitcher.
2.It's recommended to verify your data in QB Desktop by navigating to File > Utilities > Verify Data.
3.Close all windows after verification.
4.If the integrity check fails, you'll need to rebuild your QuickBooks Desktop file. Otherwise, proceed
with creating the backup file.
How to Use Dataswitcher Wizard For Data Conversion
To convert Sage 50 to QuickBooks Online, ensure you've completed all prerequisites. Submit the
DS_CONVERSION.001 file to Dataswitcher. Follow these steps to use the Dataswitcher wizard for
data conversion:
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Review the pre-conversion checklist and reset your QBO account.
Avoid using QBO until the conversion is finished.
Select 'Let’s do it' to proceed.
Enter the company name and email of the responsible person.
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Sign in with your Intuit ID and choose the ‘Pro plan.’
Review displayed information and make changes if needed.
Confirm completion of pre-conversion tasks by marking checkboxes.
Browse and select the ‘Sage 50’ file for conversion.
Upload the file and confirm.
Wait for Dataswitcher to check QBO settings and start conversion.
Receive notification when conversion begins and confirmation email upon file upload completion.
Monitor conversion status using the provided URL.
In conclusion, the QuickBooks Dataswitcher Conversion Wizard offers a seamless solution for migrating
data to QuickBooks. By following the outlined procedure and adhering to pre and post-conversion tasks,
users can ensure an efficient transition. While potential limitations exist, professional guidance and
support from our dedicated team on our Toll-Free Number +1 833-802-0002 can mitigate risks and
ensure a smooth conversion process.