QuickBooks data conversion services help users migrate their essential data and reports to another version or device. The service can be availed by users and performed easily without any expert supervision, which makes it one of the best QuickBooks services. If you want to migrate QuickBooks Desktop to QuickBooks Online, you can use the information and steps mentioned below to perform the migration process successfully.
If you are having difficulty understanding the steps or eliminating the error message on your own, you can reach out to us at 1.855.738.2784 to get professional help from our QB experts.
How Do the QuickBooks Desktop Data Conversion Services Help in QB Migration Process?
The data conversion services in QuickBooks can be used to perform the migration process in the following manner –
- Sign in to your desired QBO version and enter the login credentials, followed by creating a company file and entering the respective field details.
- Now, initiate the file migration process, and if the process doesn’t work, fill out the Intuit migration form and submit a data file copy.
- The QuickBooks data conversion tool utilizes an automated conversion process, and the data might get replaced in your QBO account.
- Once the files are ready, you will receive an email from Intuit, post which you need to review the post-conversion data to begin using the company file in QBO.
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Steps on How to Successfully Convert QuickBooks Desktop to QuickBooks Online
You can prepare your data for the QuickBooks Online migration process by following the steps mentioned below –
- Check the file size requirements and ensure that the minimum targets are met to migrate the data to QBO, and condense your company file data to ensure that the file size is compact.
- Now, back up your company file and essential data by selecting the Back Up Company option from the File menu and clicking on Create Local Backup.
- Next, create a QBO account by entering new login credentials, and once done, go back to QuickBooks Desktop to select the Export Company File to QuickBooks Online option from the Company menu.
- If you wish to export other data and reports, you need to select the lists and account balances and click on the Export option for customers, vendors, and employees.
- Once the data is ready, export your data to QuickBooks Online by clicking on Move Now, and if you want to import the inventory, it will be recalculated by using the FIFO method.
- Let the migration process complete, and once it does, run the data in QBO and QuickBooks Desktop to check for any data mismatch or loss and go through important reports, lie the balance sheet.
- Lastly, once the process is successful, run your QBO account and access the various cloud features to store the data and run the different business and accounting operations.
Conclusion
QuickBooks data conversion services can be used to easily migrate your QB data to another version. If there are issues with the conversion process, you can call us at 1.855.738.2784 to get immediate help from our QB technicians.
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