Best Methods To Deal With QuickbBooks Data Migration Services
                     Reference Guide For 
QuickBooks Data 
Migration Services
QuickBooks has delivered promising bookkeeping services through its variety of 
versions available for its users. These versions are made exclusively for different 
types of businesses and their requirements. QuickBooks data Migration 
Services help users transfer their data between different versions or from 
different bookkeeping software. If you are also moving your financial data, read 
this blog to understand the details of the migration services and things to keep 
in mind before migrating.
Get professional help from QB experts at 1-855-856-0042 to migrate 
your data safely.

About the services
Users can transfer their financial data between QuickBooks versions if they 
switch and also import data into QuickBooks from a different accounting 
software. Data migration services are used for the safe transfer of data without 
any risks. These services keep the users safe from data loss, data theft, or any 
corruption in their financial data. You are advised to use the services with 
professional help if you are new to QuickBooks or don’t know the correct 
procedure to transfer the data.
Key points to remember
You need to keep the following things in mind before migrating your data to avoid any 
mishaps during the transfer-
• You have created a full backup of your QuickBooks data before migrating it.
• The system specifications are in accordance with the QB requirements.
• Your Windows and QuickBooks are updated to the latest released version.
• Your company file name isn’t too long, or it shouldn’t contain characters like 
,|, etc.
Procedure
The following methods will help you transfer your financial data in QuickBooks-
Condition 1- Moving Data between QuickBooks versions
This method is applicable when you are already a QuickBooks user and want to 
move the financial data to QuickBooks Online-
• Run QuickBooks on your system and click the Company option at the top.
• Tap the Export Company file to QuickBooks Online and click Start your 
export.
• Open your QuickBooks Online on the computer and enter the credentials to sign 
in as an admin user.
• Click the Choose online company and select a company file to be replaced.
• Select Continue and choose Yes/No according to the inventory in your 
QuickBooks.
• Click the Agree option and select Replace.
• Hit Yes, go ahead and replace the data at last and wait till the transfer is 
complete.
Condition 2- Transferring data from Excel
The correct order you need to follow for transferring your data is as follows-
• Customer
• Supplier
• Product & services
• Invoices
• Bills
• Use these steps-
• Navigate to the File option in your QuickBooks and go to Utilities.
• Tap Import and select Excel Files.
• Choose the data type and fill in the correct info before closing the company 
file.
Condition 3- Transferring data from a different accounting 
software
If you are importing data from a different accounting software, you need to 
convert it into CSV format and then proceed with the transfer-
• Click the Settings option at the top right of QuickBooks.
• Select Import Data under the Tools section and choose the type of data to 
import.
These methods will help you transfer your data successfully.
Conclusion
This blog explains everything you need to know about 
QuickBooks Data Migration Services used while transferring financial data. 
Some methods to safely transfer your data are given in the blog, which’ll help 
you keep your data safe during transfer.
Take professional help while migrating your data at 1-855-856-0042 to 
safeguard it from any mishaps.