QuickBooks is a bookkeeping software people prefer for precise accounting and collection of records. But, users sometimes have to change their QB version when their business grows, or they discover a more beneficial product. QuickBooks Data Migration Services help users move their financial data securely between the software versions or from a different accounting software. Go through this blog until the end to learn more about the services and a manual method to transfer your data.
Avail the Data Migration services provided by QB professionals at 1.833.802.0002 to avoid any risks during transfer.
About the services
Intuit allows users to switch their QB products according to their business suitability. Moving the critical data of their business is a process that needs to be secure and dependable. Data migration services given by QB experts help them transfer their data to the new QB product without any risks. These services also allow sharing of financial data from a different accounting software without mishaps like theft, loss, or damage. Using these services is a must if you want to keep your data intact during the transfer and avoid any issues while importing data into the new QB product.
Recommended to read: How to resolve QuickBooks Application with Revoked Certificate
Points to consider
Data migration is a complex process, and you need to be mindful of the following things to avoid facing an issue during the transfer-
- Create a backup of your entire data as a preventive measure.
- The computer running should have the configuration (Specifications) required to run QB smoothly.
- The company file you are moving shouldn’t have invalid characters in its name and no spaces between the file name & extension.
- You have installed the latest updates of QuickBooks and the OS.
Procedure
Although professional help makes the migration process easy, you can also use the manual methods given below to move your data-
Case 1- When you try importing data from QBDT into QBO
These steps will help you import your financial data into QuickBooks Online from another QB product-
- Launch QuickBooks on your PC and navigate to the Company option.
- Click Export Company file to QuickBooks Online and select Start your export.
- Run QuickBooks Online on a web browser and sign in as an admin user.
- Go to the Choose Online Company option and choose a company file you want to replace.
- Hit Continue, and based on your QB inventory, choose between Yes/No.
- Tap the Agree option and click Replace.
- Click Yes, go ahead and replace data to allow the software to start importing your data.
Case 2- For importing Excel files or data from a different accounting software
QuickBooks allows importing data from other accounting software or in the form of Excel files. However, you need to transfer the data in the following order to ensure it runs properly afterward-
- Customer data
- Supplier data
- Product & services
- Invoices
- Bills
Apply the following steps to move your data-
- Click the File option in QBDT and go to Utilities.
- Select Import Data in Tools and choose the type you want to import (CSV, Excel files, etc.).
- Enter further details if the software asks and wait until the data is transferred.
Conclusion
You learned everything about QuickBooks Data Migration Services after going through this blog. The correct procedure to move your financial data between QB versions is also mentioned, which you can use if you opt for a different QB product.
Get your queries about the topic clarified by consulting a QB expert at 1.833.802.0002.
You may read also: How to fix Migrating QuickBooks Desktop to Online
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