Intuit created many different QB versions for scalability and varying user needs. They can now easily switch between QB versions if they find a more valuable product for their business. QuickBooks Migration Tool makes data transfer easy and secure. If you also need to move your QB data securely, continue reading this blog to learn about some things you need to keep in mind and the correct procedure to use the tool.
Get detailed information on the Migration tool by contacting a QB support team at 1.833.802.0002.
Details of the tool
Intuit provides an online migration toll for its users to make data migration convenient for them. You can transfer your QBDT data to QB Online easily using the tool. It can be accessed using a web browser and helps keep your data secure during the transfer. You just need a QB Desktop file to migrate data to QuickBooks online. However, the entire data can’t be transferred using the tool, and you’ll have to enter some QB data manually.
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Points to remember
We know the data you are migrating is critical for your business and can have severe consequences if lost. You must safeguard your QB data by creating a backup of your entire data. To ensure no issues develop and affect the migration process, you must go through some of the points mentioned below-
- It’s not necessary to have QB Desktop installed on your computer, you can easily migrate the data using hut the QB Desktop file.
- Your QB Desktop file must have been created in the year 2011 or later. Files before this date may lead to issues during the data migration.
- There shouldn’t be irregularities in the tax returns, and the balance sheet should be updated and precise.
- Remember to reconcile your bank accounts before transferring your data.
- There shouldn’t be any pending payroll payments or invoices.
Procedure
Once everything is in place, execute the steps given below to move your QBDT data-
Step 1- Launch the migration tool on a web browser
You need to access the tool in a web browser to migrate your data. You can find the tool on the official QB website, and if you have a QuickBooks for Mac file, convert it into QuickBooks for Windows format and then try migrating it-
- Launch your web browser and open the tool on it.
- Hit Get Started and fill in your admin account credentials to log in.
Step 2- Upload the company file to the migration tool
These steps will help you upload your data file to the migration tool-
- Go to the File menu when the migration tool runs and click Temporary files.
- Approach the Upload Files option and find the company file you want to upload.
- Let the file get uploaded and then close the tab.
- Click the Show uploaded file option and check that the uploaded file is correct.
Step 3- Transfer the file after it gets updated
The data file is updated automatically after you upload it to the migration tool. Select the I’m ready to move option and do as per the directions to transfer your financial data to QB Online.
Conclusion
You read everything about the QuickBooks Migration Tool in this blog. We hope you know the points to consider before moving your data and the correct procedure to use the QB migration tool, which you’ll use to export data to QB Online.
If you still need to know more about the migration, contact a QB professional at 1.833.802.0002.
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