QuickBooks Data Migration Services: Effective & Successful Ways

• Posted by Mark Williams August 15, 2023 Filed in Business #QuickBooks Data Migration Services  214 views
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  If you want to migrate the QB data from one version to another, you can use the QuickBooks data services. Among such services provided by Intuit is QuickBooks data migration services, which can be used to move your QB data. This process can be performed by using the effective steps given below after preparing your data for migration. In this article, we will help you use the QuickBooks Desktop migration process in an easy & effective manner.

  If the given migrations steps seem to take longer than expected or you don’t want to perform them on your own, you can call our team of QB professionals at 1.855.738.2784 to get direct help with the process.

  Main Reasons Why You Should Migrate to QuickBooks Online Version

  If you want to undertake the QuickBooks Online migration process, the following common advantages might be why –

  1. There are some add-on features available in QBO that are not present in QuickBooks Desktop that can help with the changing business needs.
  2. Your QB data is stored in QuickBooks Online in a secured cloud environment, which ensures that the data is safe and users don’t need to take any backups.
  3. Multiple users can access QuickBooks Online at the same time from anywhere in the world, which leads to ease of accessibility.
  4. You can run multiple company files in QB and return to an earlier QB version easily.

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  Effective Ways to Convert QuickBooks Desktop to QuickBooks Online Successfully

  If you want to convert to QuickBooks Online, you can use the effective steps given below –

  1. Firstly, back up the QBW file from the Local Backup option of the Company menu and ensure that the QuickBooks Desktop version is updated from the Product Info window.
  2. Once updated, verify the total targets as per your country by pressing the Ctrl + 1 keys, and save the sales tax liability report in PDF form from the Reports section.
  3. Select the Report Center option and choose the desired date range, followed by hitting Export to initiate the QB migration process.
  4. Form a QBO account with a valid subscription period of 60 days, and sign in to your QBO account to ensure that the data is transferred properly.
  5. Once the company file and reports are moved, hit Yes to move the inventory, followed by recalculating it using the FIFO method.
  6. Once all the data is migrated and the QuickBooks data migration process ends, review the data and reports in QBO and the old QBD version to make sure that all the data is transferred and there is no damage or loss issues.
  7. Lastly, run the various features and functions in QBO to operate your business & accounting data with ease.

  Conclusion

  You can utilize QuickBooks data migration services to run the migration process in QB successfully. If you are unable to undertake the process and the data is not migrating correctly, you can take professional help from our QB experts at 1.855.738.2784 to resolve the issues.

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