Uploaded on Apr 7, 2023
You must use QuickBooks data migration services to transfer your data while switching between QB products or moving from different accounting software. The easiest procedure to execute the migration is explained in the attached blog, but you are advised to take professional help at +1-855-948-3646 to move the data securely.
Why should i use QuickBooks Data Migration Services
Adequate Way to use QuickBooks
data migration services
We all know QuickBooks is available in multiple versions like enterprise, Online,
Accountant, etc. Users can switch between these versions according to their
convenience or switch from different accounting software. To provide safety to their
financial data, Intuit provides QuickBooks data migration services which make
the data transfer successful. If you are also opting for QuickBooks as a new user or
want to switch between QB products, read this blog till the end to get complete
information on the services and an appropriate method to move your data securely.
Migrating your data on your own can be risky, perform it with the
professional help of QB experts available at +1-855-948-3646.
About Data Migration
QuickBooks has many different versions that the customers can choose per their
requirements. Users can switch to a different version if it seems more
productive for their business. While moving between products or switching from
another accounting software, transferring financial data is a very crucial and
risky process. Intuit offers Data migration services to make it easier for users
to transfer their data securely. If you also choose to move your data, you must
proceed by creating a backup of your data which will safeguard you from
instances like data loss or corruption. Another thing you must note is that all of
the data cannot be moved using data migration. Finally, some details must be
entered manually after the data migration is complete.
Procedure
Importing data from QuickBooks Desktop
If you already use a QB product and want to transfer your data to QuickBooks
Online, you must do as per the following steps to migrate your data-
1. Open your QuickBooks and click on the Company option.
2. Select the Export Company file to QuickBooks Online.
3. Click on the Start your Export option.
4. Open QuickBooks Online and sign in as an Admin user.
5. Tap Choose an online company and choose the QBO company file you want to
replace with this new data file, Hit Continue afterward.
6. Select from Yes/No according to your QuickBooks Inventory.
7. Click on Agree and select Replace.
8. Tap the Yes, go ahead and replace the data option.
Importing data from Excel
Here’s the order in which you need to move your data to complete the migration-
1. Customer
2. Supplier
3. Product & services
4. Invoices
5. Bills
These are the steps to move your data from Excel-
6. Approach the File option in your QuickBooks
7. Go to Utilities and click on Import.
8. Tap the Excel Files option and select the type of data that needs to be imported.
9. Enter the required details and close your company file.
Importing data from any other accounting software
You can move your data from any other accounting software by converting it to
CSV format and feeding it to QuickBooks. Follow these steps-
1. Tap the Settings option on the top right menu.
2. Click on Import Data under Tools.
3. Select the data type to be imported.
4. Your data will be successfully migrated after using the method.
Conclusion
This blog explains the QuickBooks data migration services in detail.
We also provided a QB-recommended method to move your data
between QB products or from any other accounting software. We hope
the blog helped you migrate your data to QuickBooks.
If you face any issues during the migration, consult a QB expert
at +1-855-948-3646.
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