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Need help with QuickBooks Data Migration Here's how you do it

Need help with QuickBooks Data Migration? Here’s how you do it

Want to migrate data from QuickBooks desktop or any other software to QuickBooks online but don’t know how? Trust us, it’s easier than you think! QuickBooks is an accounting software that has made it easy to perform day-to-day accounting and related functions for businesses and once you take the decision to switch to QuickBooks, the next step is knowing how to do so. Here’s a complete guide on QuickBooks Data Migration. So let’s get started.

In case you are unable to migrate data or need assistance, you can get in touch with our technical team at +1 800-579-9430

Why switch to QuickBooks?

Before getting to the “how” of it, let’s understand the “why” of it.

  1. Easier to perform accounting and business functions
  2. Provides the option to give access to specific users
  3. Documents and invoices can be easily made, tailored to your preferences.
  4. Very simple to use

Read more :- record investment income in QuickBooks

How to migrate data in QuickBooks seamlessly?

Converting from QuickBooks desktop to QuickBooks online

A few things to keep in mind –

  • Certain features like complex sales ordering, batch transaction processing are not supported on QuickBooks online.
  • In case you want to continue using these advanced features you need cloud-enabled QuickBooks Desktop enterprise.
  • Make sure you are using 2016 or later version. Update before starting the conversion process.
  • Some account name adjustments might be needed before converting the data.
  • After creating an online account, 60 days are given to convert the data. You need to request a new one, if the time limit is exhausted.
  • The process replaces the existing information in QuickBooks online with the Desktop one. A message appears on screen before any data is overwritten.
  • Payroll: Ensure that taxes are paid and any ex-employee is marked as inactive before the conversion takes place.
  • Reports: In the Desktop version, run the profit and loss report and balance sheet beforehand and match it with the post-conversion data.

Process

  1. Sign up for QuickBooks online, login to your account and complete your profile.
  2. In the Desktop software, select company > export company file to QuickBooks online.
  3. A pop up window will ask you to login to QuickBooks online. Follow the given instructions.
  4. Conversion begins. It might take up to 24 hours. You will receive an email once the conversion completes.
  5. Check your post-conversion data to make sure data is transferred properly.

Converting data from other software programs to QuickBooks online

In case you want to migrate data from any software other than QuickBooks Desktop, here’s how to do it.

Converting from Microsoft office/ small business accounting

Such data can be imported using QuickBooks (Intuit) conversion tool. For older versions, free conversion tool is also available. Ensure that the data is backed up beforehand.

Steps to import MS excel files

Before importing, make sure to back up the data. While converting, an excel spreadsheet opens up in QuickBooks wherein you can enter your business details.

  1. Go to files > Import under utilities > Excel files
  2. You need to select the type of data that is being imported. Enter the information and then save the file.
  3. You can review your saved files in QuickBooks.
  4. For additional information that needs to be converted, you can go back to do so.

Mind your own business software

If you use your own business software, you can take the help of the QuickBooks technical support team to help you import such data. If you are still unable to migrate data and need advanced help with QuickBooks Data Migration reach out to our technical team at +1 800-579-9430.

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