Details to know about QuickBooks data migration services
QuickBooks data migration services
QuickBooks is a reliable accounting software that has helped many small businesses to expand and grow profitably. The software is available in many versions, and users can choose the best per their business requirements. Secure data transfer is imminent while opting for a different QB version to avoid repercussions. QuickBooks data migration services help such users by moving the data without risks. If you are also moving to a new QB version, go through this blog till the end to learn everything about these services and the procedures to transfer data manually.
Give a call to a QB expert at 1-855-856-0042 to clear your queries about data migration services.
Precautions
Data migration is a risky process as it involves moving crucial financial data. There are several instances in which the data can get damaged or lost permanently. To ensure this doesn’t happen with you, create a backup of the entire QB data as a preventive measure in case of mishaps. Use these steps to back up your QB data-
1. Click on the File menu located at the top of your QuickBooks.
2. Tap Save copy or Backup and then select Backup copy.
3. Click Next and tap Save it now.
4. Hit Next again, select a location to store your backup file, and click Save. You can use this backup file if your QB data suffers damage during migration.
Procedure
Here are a few methods to move your data to QuickBooks OnlineMethod 1- Migrating data from QuickBooks Desktop
In case you use QuickBooks Desktop and switch to QuickBooks Online, the following steps will help you migrate your data securely-
1. Open QuickBooks on your computer and click on the Company option.
2. Tap Export Company file to QuickBooks Online and click Start your export.
3. Sign in as an Admin user to your QuickBooks Online.
4. Tap the Choose online company option to choose a file you want to replace with the new company file.
5. Click Continue and choose Yes/No, depending on your QuickBooks inventory.
6. Single-click on the text field and type Agree and hit Replace.
7. Click Yes, go ahead and replace the data and then Replace again. Your QuickBooks Desktop data will be securely moved to QB Online.
Method 2- Migrating data from other accounting software
You can also move your data into QuickBooks from another accounting software. The data should be in CSV file format, and transfer your data in the series shown below-
1. Customer
2. Supplier
3. Product & services
4. Invoices
5. Bills
Use these steps to import data from Excel-
1. Click on the File option and select Utilities.
2. Tap Import and select the Excel Files.
3. Select the type of data you want to import and fill in the required information, or select the Settings option on the top right.
4. Click Import Data below Tools and choose the type of data that is to be imported.
These methods will help you move data into QuickBooks Online from QB Desktop and another accounting software.
Conclusion
This blog explains the QuickBooks data migration services required to move your data while switching between QB versions. We hope you used the methods to move your financial data securely into QB Online.
Take professional help from QB experts at 1-855-856-0042 to get indepth information on migration services.