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 QuickBooksCondition 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.