QuickBooks Data Migration: An Instant
Guide
QuickBooks Data Migration Services may become necessary in various situations for different
purposes. This blog will describe ways to perform QuickBooks data migration and how users can finish it
without compromising their accounting data.
Popular accounting program QuickBooks is available in Pro, Premier, Enterprise, and Online editions to
suit the needs of companies of all sizes.
Users occasionally need to move or convert data from one version to another. This video explains why you
might need to migrate your data and offers a systematic approach to finish QuickBooks Data Migration
effectively.
Are you looking for technical assistance to migrate QB data? For professional help, contact QuickBooks
specialists at +1.833.802.0002.
Steps to Manually Migrate QB Data
To manually migrate QB data, try out these steps.
Step 1: Creating a Backup in QuickBooks Desktop
1.From the File menu, select ‘Create Backup.’
2.Choose the ‘Local Backup’ option.
3.Choose ‘Browse’ and look for the new location of the company file.
4.Click ‘OK’ to proceed. Then, select ‘Save it Now’ and click ‘Next.’
Step 2: Update QuickBooks Desktop
1.Click on the ‘Update Now’ tab.
2.Click ‘Get Updates.’
3.Once the updates are downloaded, go to ‘File’ and select ‘Exit.’
4.Restart QuickBooks Desktop to install the updates.
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Step 3: Save the Sales Tax Liability Report
To ensure you can enter adjustment entries after migrating to QuickBooks, save or print a copy of your
sales tax liability report. Follow these steps:
1.From the ‘Reports’ menu, select ‘Suppliers and Payable,’ then choose ‘Sales Tax Liability.’
2.Set the date range to ‘All.’
3.At the top, click the print drop-down and select ‘Save as PDF.’
4.Choose the folder to save the report, name the file appropriately, and click ‘Save.’
5.After saving, consider printing the report to have a physical copy.
Step 4: Export Reports and Lists
1.From the ‘Report’ menu, head to the ‘Report Center.’
2.Find and select any report to open.
3.On the toolbar, click ‘Excel.’
4.From the Excel drop-down, pick ‘Create a New Worksheet’ or ‘Update Existing Worksheet’ for a new Excel
workbook.
5.Now choose ‘Export.’
6.Select the ‘Advanced’ option to format the data specifically.
7.If prompted about excessive columns, click ‘Advanced,’ uncheck the 'Space between columns' checkbox, and
click ‘OK.’
8.Click ‘OK’ to export the report before migrating from desktop to online.
How to Use a Data Migration Tool To Migrate QuickBooks Data?
1.Try these steps to use a data migration tool to migrate QuickBooks Data.
To import a company file into QuickBooks Desktop Pro or Premier, follow these steps:
1.Log in to the QB Desktop and head to the ‘Company’ menu.
2.Click on the option, 'Export company file to QuickBooks Online' option.
3.Click the 'Get Started' icon.
4.Choose the 'Select Destination' option, then sign in to your QuickBooks Online account.
5.To import a company file into QuickBooks Desktop Enterprise, follow these steps:
1.Once the Product Information window is open by pressing F2, simultaneously press the Ctrl, B, and Q keys.
2.Then click ‘OK’ at the bottom of the product page to begin.
3.If you track inventory in QuickBooks Desktop, select 'Yes' to bring over inventory items and specify the
starting date.
4.Sign in to your QuickBooks Online account.
5.Select the company file you wish to open. The QuickBooks Online dashboard will appear.
The above guidelines will help you in QuickBooks data migration. However, for further queries or in case you
encounter issues such as QuickBooks Data Migration tool not working you should reach out to our
support team by dialing +1.833.802.0002. Our team will offer proper guidance to you throughout the
migration process.