Avail QuickBooks Data Conversion
Services with Easy & Convenient
Methods
Are you planning to switch from one QuickBooks variant to another, or want to convert your
QB data? If yes, then you can utilize QuickBooks data conversion services provided by Intuit
to undertake the data conversion. For this, you need to prepare your data according to QBO
and fulfill the system requirements. You can follow the steps provided below to learn the
QuickBooks Desktop conversion process in detail, along with the prerequisites you need to
fulfill.
YOU CAN REACH OUT TO OUR TEAM OF QB SPECIALISTS BY
DIALING +1.833.802.0002 TO GET IMMEDIATE ASSISTANCE WITH THE CONVERSION
PROCESS IN CASE THE STEPS BELOW SEEM TOO DIFFICULT TO UNDERTAKE OR
THESE SOLUTIONS SEEM TIME-CONSUMING.
Pre-Considerations Before Undertaking the QuickBooks Online
Conversion
Process Online, you need to fulfill the
If you want to convert QuickBooks
Desktop to QuickBooks
following requirements –
1. First, make sure that your business needs are aligned with QuickBooks Online features. It
is only practical to move to QBO when your business requirements are getting fulfilled in
a better way.
2. You need to have the 2016 or later version of QuickBooks Desktop before initiating the
conversion process; otherwise, there can be issues while exporting the company files.
3. Next, make sure that your QBW files do not have a long name, as QBO has a strict
character limit.
4. Ensure that the payroll data and other reports are correctly running beforehand, and fix
any issues found in the data.
5. Create a QBO account with proper login credentials, and make sure to undertake the
conversion process within 60 days of subscription.
Effective Steps to Utilize QuickBooks Desktop Data Conversion Service
If you want to successfully convert to QuickBooks Online, you can perform the step-bystep process given below –
1. First, you need to get your QBD files and data ready for transfer, starting with the
company files. Ensure that you take a backup of the company files from the Local
Backup tab of the File tab.
2. Next, update QuickBooks from the Help section and check the total targets from
the Product Info tab to ensure you are not exceeding the target limit.
3. Print a copy of the Sales Tax Liability Report from the Reports menu in PDF form,
followed by creating a QBO account by entering login details and completing the signup
process.
4. Now, go back to QBD and select the Export Company File option from
the Company menu, followed by signing into QBO as an admin to choose the Online
Company option.
5. Select the company you want to replace your exported company file with, and once
:
done, move the Inventory by selecting the Start and End Dates.
6. Once all the data is moved, check for data discrepancies, connect the bank account, and
enter the credit card details in QBO to successfully operate the application.
7. Lastly, set up the payroll function and track the bills and sales tax, followed by running
the QBO functions on your company data to enjoy the new features.
Conclusion
You can follow the detailed guide given in this blog to utilize QuickBooks data conversion
services with ease. If these steps aren’t working, and you are unable to convert your QBD
files, you can avail of our direct assistance by calling our QB support team at
+1.833.802.0002.