Ways to Successfully Transfer Data with QuickBooks Data Conversion Services

QuickBooks Data Conversion Services

If you are thinking of switching to another QB version, you can use the QuickBooks data conversion services. QuickBooks allows its users to convert their data to access it from another system/version. The conversion process can be easily performed by using a few easy steps. But firstly, you need to meet the initial requirements and prepare your QB data. In this article, we will help you convert QuickBooks Desktop to QuickBooks Online successfully.

If you are having trouble understanding the steps or resolving the error code on your own, you can reach out to us at 1.855.738.2784 to get professional help from our support team.

Prerequisites for Performing the QuickBooks Data Conversion

You need to fulfill the following requirements to successfully avail of the business data conversion services –

1. Firstly, you need to decide which QuickBooks version you want to switch to. Different QB variants fulfill different business needs, so you need to decide on the variant carefully.
2. Prior to performing the conversion process, you need to ensure that your QuickBooks Desktop is updated to the latest release.
3. If you want to perform a QuickBooks Online migration, you will need to rename the company files, as the character limit is lower in QBO.
4. You need to make sure that all your files and reports are ready beforehand to prevent any data mismatch later.
5. The conversion services can be performed within 60 days of creating the QBO account, so you need to take care of the timeline.

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Easy Steps to Use the QuickBooks Conversion Tool for the QB Migration Process

You can successfully switch to QuickBooks Online by using the steps provided below –

1. Firstly, you need to get your desktop files ready and update your QuickBooks Desktop to the latest release.
2. Ensure that all the company file size doesn’t exceed the given limit, and check the total targets, as they need to be less than 750,000. You also need to copy essential reports, like the sales tax liability report, from the Reports menu.
3. Now, sign in as an admin and move to the Company menu to choose the Export Company File to QuickBooks Online to initiate the export process.
4. Open your QBO account and select the Choose Online Company option to replace the company file, followed by starting the stock tracking process.
5. Once all your QuickBooks Desktop data is imported to QuickBooks Online, you need to connect to the bank account and enter your credit card info.
6. Next, create and send invoices to customers and set up the tax tracking process to track and pay your bills.
7. Lastly, set up the payroll account and match all the converted data to the QB Desktop data to ensure that there is no accidental data loss.

Conclusion

QuickBooks data conversion services can be used to easily perform the conversion process with the help of the steps given above. If the error persists, you can call us at 1.855.738.2784 to get assistance from our QB professionals.

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