Learn How You Can Migrate
QuickBooks Data Quickly
You must think thoroughly before migrating from QuickBooks Desktop to QuickBooks Online. As such,
significant decisions can significantly impact your business operations. While both platforms offer powerful
tools, determining if your company is a suitable candidate to migrate QuickBooks data requires careful
consideration. The complexity of your company file plays a crucial role in the success of the migration
process.
Large companies with intricate company files, extensive histories, and large inventories may face
challenges in migration due to the complexity of their data. However, this doesn't rule out the possibility of
migration; instead, it highlights the need for additional setup and consideration in QuickBooks Online. On
the other hand, small- to medium-sized companies using QuickBooks Desktop Pro, Premier, or Premier
Accountant typically have less complex company files, making them ideal candidates for migration.
Are you still confused about transferring QB data? Our professional team of QuickBooks experts
will help you throughout the migration process via +1.833.802.0002.
Checklist Before QuickBooks Data Migration
Here's a list of important information you need to remember before QuickBooks data migration.
1. Adhere to naming standards in QuickBooks Online by renaming files that don’t comply with its
character limitations.
2. Use QuickBooks Desktop 2016 or later before converting your company file. Update to the most recent
version.
3. Run and verify payroll data and reports in advance, as they may not convert automatically.
4. Convert files within 60 days of creating your QuickBooks Online account to utilize database conversion
services.
How To Migrate the QuickBooks Desktop Premier and Enterprise?
:
Try these two different approaches to migrate QuickBooks Desktop Premier and Enterprise to QB Online.
Remember to follow the steps in the given sequence to avoid the QuickBooks migration failed
unexpectedly.
For QuickBooks Desktop Professional or Premier:
1. In the QuickBooks Desktop, log in as an administrator to your company file.
2. From the Company menu, click on the option 'Export Company File to QuickBooks Online.’
3. Begin the procedure by clicking 'Get started.’
4. Click 'Select destination' and connect to your QuickBooks Online account.
For QuickBooks Desktop Enterprise.
1. In QuickBooks Desktop, log in as an administrator to your company file.
2. Press F2 to access the product information.
3. While viewing your product details, press CTRL+B+Q and then 'OK' to start the import process.
How to Migrate the QB Data Using The Migration Tool?
To migrate the QB data using the migration tool, you have to go through these two steps.
Step 1: Open the Online Tool
1. Convert your QuickBooks for Mac file to QuickBooks for Windows before using the tool.
2. Next, choose 'Get Started,' then sign in with your Intuit Account.
:
Step 2: Upload Your Company File
1.
2.
3.
4.
5.
Select 'Select File' and browse the supported QuickBooks Desktop file you want to move.
Click 'Open' to upload the file or drag and drop the QB file to upload.
After uploading, you will get the most recent version of the QB Desktop.
Next, it will move you to QuickBooks Online.
Follow the on-screen instructions to complete the migration to QuickBooks Online.
In the end, we hope that the various solutions explained above will definitely help you to migrate
QuickBooks data efficiently. Nonetheless, if any additional questions arise or you feel the need of special
assistance, dial +1.833.802.0002. Our staff with expert knowledge will guide you throughout the process.
: