Guide to learn about QuickBooks data migration services

Intuit released QuickBooks in many different versions for the varying needs of users. Users can easily switch QB versions if they find a more suitable version for their business. Moving financial data safely is extremely necessary to keep it authentic. QuickBooks data migration services help them transfer their data safely while opting for a new QB version or switching from a different accounting software. If you are also trying to move your data, keep reading further to learn everything you need to know about the services, along with some key points and methods to migrate your data.

Don’t put your data at risk, and transfer your data securely with the Data Migration services provided by QB professionals at 1.855.738.2784.

About the services

As we all know, Intuit has designed many QuickBooks versions suitable for different types of businesses and user needs. When a user switches between QB versions or a new user starts using QuickBooks, data transfer becomes a major concern for them. Data Migration services help them move their data securely without any risks. However, professional help is a must while migration, as the transfer involves crucial financial data. You can also get help with converting your data to the respective format before migration to make the data supported for the QB version you are transferring your data to. You can try some methods on your own, but they don’t move all of the data, and you need to follow a complex procedure to make it happen.

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Key points to remember

To reduce the risks of errors during data migration, you need to check the following things-

1. The system specifications on the new system comply with the QB requirements below to prevent any compatibility issues during data migration-

• RAM- 4GB or above
• Processor- 2.4Ghz or above
• Disk Space- 2.5GB for the software and additional for data files
• Screen Resolution-1280X1024
• Operating System- Windows 8.1 or above

2. You should update QuickBooks and Windows on both systems to the latest version.

3. Files from the 32-Bit system are transferred to the 32-bit system only, and the same for 64-bit.

4. You have the service key, EIN, and registered phone number.

Before moving forward with the migration, you must also ensure you have created a backup of your QB data. The migration process is risky, and you might run into some unfortunate situations. To overcome any issues, you must have a backup file to restore your data if it gets damaged during migration. If you haven’t created a backup recently, use the following steps-

1. Launch QuickBooks on your server computer and click on the File menu.
2. Tap Utilities and select Stop hosting multi-user access to use the software in single-user mode.
3. Approach the File option again and click the Backup Company option.
4. Select the Create Local Backup option in the list.
5. Click the Local backup option in the following tab and then Next.
6. Tap Browse to assign a storage location for the backup file in your system drive.
7. Single-click the Save it Now option and click Next.

Once the backup file is created, you can proceed to some of the manual methods to move your QuickBooks data.

Procedure

The methods to transfer your data between QuickBooks versions are compiled below-

Method 1- If you are transferring data into QuickBooks Online from QuickBooks Desktop

If you use QuickBooks Desktop on your computer and opt for QuickBooks Online, here’s the method to move your financial data-

1. Run QuickBooks on the server computer and click on the Company option.
2. Tap the Export Company file to QuickBooks Online in the drop-down list.
3. Select Start your export option and open your QuickBooks Online as an Admin user.
4. Click on the Choose Online company to select a company file you want to replace with the new one. You can also choose to create a new data file.
5. Click Continue and choose between Yes/No as per the inventory in your QuickBooks.
6. Single-click Agree and click on the Replace option.
7. Finally, click on the Yes, go ahead and replace the data option.

Method 2- If you are transferring data from Excel

The data should be moved in the following order while importing data files from Excel-

1. Customer
2. Supplier
3. Product & services
4. Invoices
5. Bills

Use these steps to move your data-

1. Click on the File option in your QuickBooks and select Utilities.
2. Tap Import and click Excel Files option.
3. Fill in the details asked by the software and close the company file.

Method 3- If you are transferring data from any other accounting software

Data can be moved from other accounting software in CSV file format. Here’s the procedure-

1. Tap the Settings option located at the top menu.
2. Tap Import Data under the Tools menu.
3. Choose the data type you are trying to import and wait until the data is transferred.

Method 4- Transferring data from QuickBooks Online to QuickBooks Desktop

If you are trying to migrate your data to QuickBooks Desktop from QB Online, you must first convert it into the respective format and then move it, as there’s no direct way to transfer data between the software. Here are the steps you need to follow for the transfer-

1. Open QuickBooks Online on your computer and click the Gear icon located at the top.
2. Tap Export data in the options list and state a reason for data migration.
3. Single-click the Continue option at the bottom of the tab.
4. Verify that all the data entered in the export window is correct, then click Export to Excel.
5. Tap on the Continue to download available on the Exporting from QuickBooks Online page.
6. Follow the on-screen instructions the software provides to transfer your data.

After the process is finished, your QB Online data will be securely moved to QuickBooks Desktop.

Conclusion

You read the details of QuickBooks data migration services which help you move your data. We hope the details of the services are clear and that you use the methods to transfer your data in QuickBooks.

If you face any problem while applying the procedure, use the Data migration services provided by a team of QB experts at 1.855.738.2784.