BENEFITS AND PROCEDURE OF USING
QUICKBOOKS DATA MIGRATION SERVICES
ALL QB PROGRAMS COME WITH REAL-TIME BOOKKEEPING AND EXPERT ASSISTANCE TO HELP USERS
BUILD AND OPERATE THEIR BUSINESSES. USERS HAVE TO TRANSFER THEIR FINANCIAL DATA WHEN
THEY SWITCH QB PRODUCTS OR IMPORT DATA FROM ANOTHER ACCOUNTING SOFTWARE. QUICKBOOKS
DATA MIGRATION SERVICES HELPS USERS MOVE THEIR DATA SECURELY, PREVENTING RISKS OF
LOSS AND CORRUPTION. CONTINUE WITH THIS BLOG IF YOU WANT TO KNOW MORE ABOUT THE
SERVICES AND THE MANUAL PROCEDURE TO TRANSFER YOUR QB DATA.
ABOUT THE SERVICES
• With the development of many QB products, Intuit made it
convenient for its users to choose the accounting software
best suitable for their business. Existing users can also
switch QB products with their business growth and changing
needs. Data migration services are convenient for transferring
your financial data between software without issues. You must
consider taking professional help for migrating your data, as
any harm to the damage can drastically affect your business.
• Recommended to Read:- How to Fix Error 6129 in QuickBooks?
POINTS TO REMEMBER
• Some crucial things to keep in mind before migrating your data are mentioned
below1.Ensure you have updated your Windows and QuickBooks to the latest released
version.
2.Check your new system specifications before moving your data to compare them
with QB requirements.
3.You must repair your company files before migrating to avoid any issues
during the transfer.
• Procedure
• We have included a manual method for data migration which can help you move
your data safely.
METHOD 1- FOR MOVING DATA FROM QBDT
• You can apply this method if you are trying to move your QBDT data into QuickBooks Online-
1.Launch QuickBooks on your system and go to the Company menu.
2.Click the Export Company File to QuickBooks Online and select the Start your Export option.
3.Open QBO and enter your admin account credentials.
4.Go to the Choose Online Company option to select a company file to be replaced with new
data.
5.Tap Continue and choose from Yes/No as your QB inventory allows.
6.Single-click the text field and type the reason you are moving your data.
7.Click Agree and tap Yes, go ahead and replace the data option.
8.Hit Replace after reviewing all the details to move the data.
• Read Also:- How to Resolve QuickBooks Compile Error in Hidden Module?
METHOD 2- MOVING DATA FROM AN ACCOUNTING
SOFTWARE OTHER THAN QUICKBOOKS
•
You must keep in mind that you need to follow a specific order to move your data. This helps
prevent issues during migration and while using the data after migration. This is the order to
move your data-
1. Customer
2. Supplier
3. Product & services
4. Invoices
5. Bills
•
Use these steps to migrate your data existing in CSV or Excel file format-
1. Open the QBDT File menu and select the Utilities option.
2. Click Import and choose the type of data you are importing.
3. Fill in the details asked by the software to continue with the migration and let the data get
transferred to your QuickBooks.
CONCLUSION
• We have reached the end of this blog describing the QuickBooks Data Migration
Services and some crucial points you need to consider before moving your data. We
hope you’ll use the procedure to move your financial data between QB products without
issues.