Referral guide to learn about
QuickBooks Data Migration
Services
QuickBooks users can choose from a variety of software versions in case their business grows or the
accounting needs change. QuickBooks Data Migration Services are helpful for moving the data
securely in SSL encrypted format, which prevents unauthorized access. If you recently switched your QB
version and need help with data transfer, keep reading the blog to get knowledge about the data
migration and manual procedure to transfer your data.
Give a call at +1.833.802.0002 to avail data migration services from our QB support team.
Key points to remember
QB users can easily transfer their financial data from one software version to another. Data migration is
required to move the financial data securely when you switch the software version. You can assume that
the migration process is risky as it involves your critical business, so you are advised to get professional
help to move your QB data. You must pay attention to the following points before migrating your QB
data1. You must create a backup of your entire QB data before beginning the data migration.
2. Check the specifications of the recipient computer to ensure it is compatible with QB.
3. Update the Windows and QB versions on both computers to the latest available version.
4. Ensure your company file name doesn’t contain invalid characters or it is too long.
5. Make sufficient space for the company files on your computer before migrating your QB data.
Procedure
You can easily move your QB data using the following procedure. However not all of the data can be
moved so you need to transfer some of it manually-
Case 1- Migrating data from one QB version to another
You must use the following methods to move your financial data to QBO if you are an existing QB
customer1. Launch QB and go to the Company option at the top.
2. Select the Export company file to QuickBooks Online option and tap Start your export.
3. Run your QB Online and sign in as an admin user.
4. Select the Choose online company option and choose the data file you want to replace.
5. Click Continue and select Yes or No, depending upon your QB inventory.
6. Select Agree and click Replace.
7. Tap the Yes go ahead and replace the data option and let the transfer complete
Case 2- Migrating Excel files or from a different accounting software
You’ll have to move your QB data in the following order to ensure none of it is lost1. Customer
2. Supplier
3. Product & services
4. Invoices
5. Bills
Solution 3: Change Internet Explorer Settings
The following steps are useful to move data from a different accounting software1. Go to the File option in QB and select the Utilities option.
2. Click Import and click the Excel Files option.
3. Select the type of data you want to move and enter the details correctly.
Conclusion
This blog acts as a referral guide to understand QuickBooks Data Migration
Services. The blog also tells us about the correct procedure to move your QB
data securely between QB versions or from another accounting software. We
hope you learned everything about the transfer and that you use the
procedure to move your data securely.