Ways to Utilize QuickBooks Data Migration Services For Successful Migration

on


Want to convert QuickBooks Desktop to QuickBooks Online or another QB variant? If yes, then you need to use the QuickBooks Data Migration Services to perform the migration process seamlessly. This process is designed by Intuit to ensure that the conversion process can be performed by users without any expert help. If you want to undertake the migration steps, you need to follow this article till the end to ensure that the process is successful.

In case the given migration steps seem like a hassle to undertake, or you are having trouble with the solutions, you can call our QB technicians at +1-855-856-0042 to get direct help with the issue.

What is QB Data Conversion, and Why Should You Move to QBO? 

The data conversion process in QB can be performed by using some simple set of steps and ensuring that the data is correctly prepared for transfer. The migration process can be used to convert QB from one variant to another, and if you want to move to QuickBooks Online, the following reasons might be why –

  1. QBO offers additional features when compared to the desktop variant, and the conversion process can be performed free of cost.
  2. You can store your data in QBO in a cloud environment, which makes it safe and secure, and you do not need to take regular data backups.
  3. QBO allows users to access their data and perform different functions from anywhere, at any time, which provides ease of accessibility.
  4. You can create custom invoices and sales documents and it gives specific access to add other users to the app. 
You may also like to read:- How to resolve the QuickBooks Error 2000

Steps on How to Seamlessly Perform QuickBooks Online Migration Process

You can easily move QuickBooks Desktop to QuickBooks Online by using the detailed steps given below –

  1. Ensure your QBD version is updated and the files and data are properly backed up, followed by going to the Company menu of QBD.
  2. Create a QBO account and migrate the data within 60 days of subscription; otherwise, you will need to contact a pro advisor to extend the limit for the migration.
  3. Check if the total targets are lesser than the allowed limit and hit the Reports menu to copy the Sales Tax report, and choose the company file you want to import.
  4. Choo505se Export Company File to QuickBooks Online and hit the Export option, and choose the Online Company to replace your QBW file.
  5. Now, move your inventory by hitting Yes and Replace, and once the migration process ends, connect the bank accounts and create customer invoices.
  6. Next, ensure that the bills are correctly tracked, and perform a payroll setup process, followed by ensuring that all the files are converted without any data loss. 

Conclusion 

QuickBooks Data Migration Services, though easy to undertake, can sometimes be troublesome if there are other issues in the app. In such a case, you can reach out to our experts to avail of the best assistance services by dialing +1-855-856-0042. 

Recommended article:- Quickly resolve the QuickBooks Error 15271 

Comments

Post a Comment