Uploaded on May 28, 2024
Using the migration tool in QuickBooks Online, confirming data integrity, and exporting company files are all part of the Migrate Data from QuickBooks Desktop to Online process. Users can take advantage of QuickBooks Online's cloud-based capabilities and accessibility by following this approach, which guarantees the accurate transfer of financial records, client information, and transactions. Call 1.855.738.2784 to reach our QuickBooks Experts Team as soon as possible for assistance.
How to successfully Migrate Data From QuickBooks Desktop To Online
RELIABLY AVAIL QUICKBOOKS DATA
MIGRATION SERVICES WITH EASY STEPS
There can be many reasons why regular QuickBooks users might want to migrate
their data from one QuickBooks version to another. This can be due to changes in
business requirements or different features, among other possible reasons. For this,
users can utilize the QuickBooks Data Migration Services by following a few easy
steps. In this article, we will help you perform the QuickBooks Online migration
procedure by providing you with the best methods.
IF YOU ARE UNABLE TO PERFORM THE MIGRATION PROCESS OR
THERE ARE ISSUES WITH THE SAME, YOU CAN REACH OUT TO US AT
1.855.738.2784 TO GET ASSISTANCE FROM OUR TEAM OF QB
PROFESSIONALS.
What is the Dissimilarity Between
QuickBooks Desktop and QuickBooks Online?
If you are planning to switch from QuickBooks Desktop to QuickBooks Online, you
should know the major differences between the two versions.
1. QuickBooks Online offers a lot of add-on features that are not present in QB
Desktop, along with cloud-based applications.
2. The data in QuickBooks Online is stored in a highly-protected cloud environment,
which makes it much safer than QuickBooks Desktop.
3. QuickBooks Desktop requires users to back up the files, and this process is not
required in QuickBooks Online, which makes it easier to securely store the data.
4. In QuickBooks Online, the data can be accessed from anywhere at any time,
whenever required by the users, unlike in QB Desktop.
How to Easily Convert QuickBooks Desktop to
QuickBooks Online?
You can perform the QuickBooks data migration process by using the steps provided
below –
1. Firstly, back up your company file from the File menu in a single-user mode and select
the Create a Local Backup option.
2. Next, you need to ensure that your QB Desktop is correctly updated, and if not, you
need to access the Help menu and select the Update Now tab.
3. There are some eligible target numbers required to run the migration process, and you
need to check the total targets by pressing the Ctrl + 1 keys and accessing the File
Information section.
4. Next, you need to save all the essential reports and export these reports and lists from
the Reports menu.
5. If you plan to switch to QuickBooks Online, you need to create a QBO account before
migrating the data from the Desktop version.
6. Once done, log in to QuickBooks Desktop as an admin and export the company
file to QuickBooks Online by selecting the Export option, followed by setting up the
inventory.
7. To prepare the inventory, you need to access the Accounts and Settings section
and choose the quantity and rate, along with the dates from which you want to
export the inventory.
8. Once the migration process ends, you can check the post-exportation data to
check if there is any mismatch, and if not, you can continue with the QBO
operations.
Conclusion
You can utilize the QuickBooks Data Migration Services to successfully migrate
your QB data. If there are issues in the process, you can reach out to us
at 1.855.738.2784 to get assistance from our technical support team.
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