There can be many reasons why you would want to migrate or transfer your data. Whether you plan to convert QuickBooks Desktop to Online or are switching computers, you can use QuickBooks data migration services. Intuit provides easy steps to perform the data conversion process. If you need to convert your QB data, you can follow the guidelines and steps provided below to successfully convert your essential company data.
If you are unable to follow the steps to migrate your QB data, you can call us at +1 800-417-5147 to get assistance from our support team.
Why should you use QuickBooks Data Migration Services?
You can use the QuickBooks migration tool to perform the migration process in the following scenario –
1. Your QuickBooks company file is growing, and you need more space to store the file and use it correctly.
2. You are planning to switch applications, either from one QB version to another or from one software to another. For example – you want to migrate data from QuickBooks Desktop to Online, then you can use the migration process.
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How to Use Desktop Migration Services in QuickBooks?
QuickBooks migration process can be easily performed by following the steps given below –
1. Log in as an admin to the company file you want to import and press F2 to access the Product Information window.
2. Track your inventory and hit Yes to migrate it by selecting the start and end dates. Go to the Settings tab and edit the products & services section to perform the inventory tracking process, and enter the quantity, rate, etc.
3. Once done, sign into your QBO account and open the online dashboard to review the transferred data.
4. To ensure that the QuickBooks Desktop migration process was successful, you need to check all essential reports, like the balance sheet, trial balance, and sales tax summary.
5. Now, confirm the company settings by selecting the Gear icon from the Accounts and Settings section.
6. Enter the company information and your email address to complete the QB Online Subscription process.
7. Next, connect your bank and credit card accounts from the Bookkeeping section. Connect your accounts from the landing page and choose the Account Type from the drop-down menu.
8. Clear up the bank reconciliations from the Reconcile option of the Settings menu and select the relevant bank account.
9. Find any unchecked transactions and link the payments and credits to the open invoices from the Settings menu.
10. Next, review your account detail types from the Business Overview section to access the reports.
11. Once done, finish the payroll setup from the Employees menu and enter your payroll totals in the concerned fields.
12. Finish the setup process and ensure that the data conversion process is complete in a hassle-free manner.
Conclusion
QuickBooks data migration services can be used to convert or transfer your QB data by following the steps provided in this article. If there are issues in the conversion process, you can call us at +1 800-417-5147 to get assistance from our QB experts.
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