Learn How to Migrate QuickBooks
Data: A Complete Guide
The process of transferring data from one system to another is called migration. In the context of
QuickBooks, migration typically involves transferring your financial data, including company files,
transactions, and settings, from QuickBooks Desktop to QuickBooks Online. Many business owners find
the process of migrating data from QuickBooks Desktop to QuickBooks Online challenging.
Additionally, Transitioning from QuickBooks Desktop to QuickBooks Online offers benefits such as
streamlined accounting processes, real-time collaboration, and access from anywhere. However, moving
data between the two systems is complex and requires careful planning and preparation. This blog will
help you understand the steps involved in Migrate QuickBooks Data, making the process easier and
more efficient.
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Why is it important to Move QuickBooks Data?
Migrating QuickBooks data is crucial for several reasons:
•Enhanced Accessibility: QuickBooks Online allows access from anywhere with an internet connection,
enabling real-time collaboration and monitoring.
•Cost Efficiency: QuickBooks Online eliminates the need for expensive hardware and maintenance
associated with QuickBooks Desktop.
•Automatic Updates: QuickBooks Online receives automatic updates, ensuring that you always have
access to the latest features and improvements.
•Improved Security: Online data is often more secure than local data, with robust encryption and backup
systems in place.
•Scalability: QuickBooks Online can easily scale with your business, accommodating growth without
requiring extensive IT infrastructure changes.
Steps to How to Transfer QuickBooks Data
QuickBooks Data migration involves several critical steps that must be followed to avoid unexpected
failures. Let’s explore the key steps below to mitigate the risk of encountering QuickBooks Migration
Failed Unexpectedly issues:
Step 1: Prepare your desktop file
•Make sure the most recent version of QuickBooks is installed.
•Check that your Total Targets are less than 500,000. Press Ctrl + 1 to verify. If they exceed 500,000,
enter customer opening balances in a new QuickBooks Online file.
•For your records, print a copy of your sales tax liability report. Go to Reports > Suppliers & Payables >
Sales Tax Liability. Select All from the Dates dropdown and Save as PDF.
•If you use QuickBooks Desktop Payroll, take the following steps:
• Any employees who are no longer employed by you and have not received payment for the current
year should be terminated or deactivated.
• To guarantee that all payroll payment information goes to QuickBooks Online, wait two to three
days after executing payroll before transferring your data. Then, move your data before your next
payroll.
Step 2: Transfer your QuickBooks Desktop file to QuickBooks Online
•To import a company file, login as the administrator.
•Select Export Company File to QuickBooks Online after navigating to Company.
•Choose Start your export.
•As an administrator, log into your QuickBooks Online account.
•Select Choose an online company and select the QuickBooks Online company you want to replace with
your company file.
•Click Continue.
•In the text area, type Agree, and then click Replace
•After choosing Yes, replace the data by clicking on Replace
Migrate QuickBooks Data to QuickBooks Online may appear challenging, but with this detailed guide,
your business can transition smoothly. If you are still experiencing the same problem or have any other
concerns related to QuickBooks, feel free to contact our QuickBooks Enterprise technical support team.
Dial 1-855-856-0042 to speak with a live expert who can assist you with all your problems!