Correct method to utilize QuickBooks data migration services

QuickBooks is available in various versions designed to assist users having varying needs and business types. They can easily switch to another version if it is more suitable for their business. QuickBooks data migration services resolve the main concern of transferring financial data. On the off chance you also switched to a different QB version and need info about data transfer, continue reading this blog to learn about the preventive measures you need to take and the easy procedure to transfer your data manually.

Avoid risking your financial data by taking professional help from QB experts at 1-855-856-0042 for data migration.

Advantages of Data Migration

You’ll receive the following benefits if you switch to QB Online and use the data migration-

1. Your financial data is transferred quickly without any risks.
2. QBO creates automatic backups in regular time intervals.
3. QBO provides cloud storage for portable access to your data and its security.

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Procedure

The data migration process can be risky as the data you are trying to move is critical for the business. You are advised to create a full data backup before proceeding as a preventive measure to tackle situations like data corruption or permanent loss. Here are the steps to back up your QB data-

1. Go to the File menu on your QuickBooks and click the Save company or backup option.
2. Select the Backup copy option and tap Next.
3. Click Save it now and hit Next.
4. Choose a location where you want to store your backup and click Save.
5. You can move this backup file using an external drive.

You must always use professional help for migrating your data to avoid any risks and be stress-free during the transfer. The manual procedure to migrate your QB data is mentioned below-

Transferring data from your QuickBooks Desktop

In case you are an existing QB user, you can move your journal entries, transactions, and other financial data with these steps-

1. Right-click the QB icon in its folder and select Run as Administrator.
2. Go to the Company option when the software starts and click Export company file to QuickBooks Online in the list.
3. Tap Start your export and log in using the admin account in your QB Online.
4. Click the Choose online company option and select the file you want to overwrite.
5. Select Continue and choose between Yes/No in the next tab depending upon your QB inventory.
6. Tap Agree and hit Replace.
7. Click the Yes, go ahead and replace the data option to begin the transfer.

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Moving data from another bookkeeping software

The data you want to import should be in CSV file format to prevent issues while running it in QuickBooks. Use these steps for the transfer-

1. Go to the Settings menu on the top-right of the QBO screen.
2. Click the Import Data option below Tools.
3. Choose the Data Type you are importing to QuickBooks.

Conclusion

This blog gives detailed information on the QuickBooks data migration services used to transfer data while switching software versions. The correct procedure to move your data is also explained in the blog, which you can implement for safe data transfer.

If you face any problem migrating your data, call a QB expert at 1-855-856-0042 for assistance.

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