The QuickBooks data migration process helps users move their company data and other essential data & reports to another version. For this, you need to perform the QuickBooks data migration service, which can allow users to change their version or device easily. If you want to move to QuickBooks Online or any other version, you can use the conversion steps mentioned below to successfully move the QB data.

If you are having trouble understanding the conversion steps or are unable to perform the migration process on your own, you can reach out to us at 1.855.738.2784 to get immediate help from our QB professionals.

QuickBooks Data Migration: How to Prepare the Data for Conversion?

You can convert QuickBooks Desktop to QuickBooks Online by preparing all the essential data for conversion in the following manner –

1. Before initiating the QuickBooks data conversion process, you need to take a backup of the company file from the File tab by selecting the Create Backup and Local Backup options.
2. Next, browse the location to save the company file backup and hit OK to end the backup process, followed by updating your QB app.
3. To update QuickBooks Desktop, you need to select the Update QuickBooks Desktop option from the Help section, followed by choosing the Reset Updates and Update Now options.
4. Once done, press the F2 key to access the Product Information section and ensure that you meet the total targets to adhere to the eligibility criteria.
5. Now, save the sales tax liability report from the Reports section to save them as PDFs and export the lists and reports.
6. Once all the data is ready, create a QBO account and begin the migration process by going through the steps given in the next section.

Read More: What is Error Code 6130 in QuickBooks?

Successful Solutions to Migrate QuickBooks Desktop to QuickBooks Online

You can undertake the QuickBooks Online migration process by using the steps mentioned below –

1. Create a QBO account and enter all your login credentials, followed by exiting QBO and logging in to the QuickBooks Desktop account.
2. Move your company file by selecting the Export option and prepare your inventory for conversion by choosing the Start Date, and remember that the inventory will be recalculated in QBO by using the FIFO method.
3. Wait for all the essential data and reports to be converted, and once done, you will receive a confirmation email to set up all the data and reports to run QBO.
4. Go through the transferred data to match it with the original data ensure that all the data is successfully migrated without any instances of data loss, connect the bank accounts, and perform a reconciliation in QBO.
5. Lastly, review the account details and perform a payroll setup process by going to the Employees menu and finishing the setup procedure.

Conclusion

You can utilize the QuickBooks data migration service to perform the QB migration procedure with ease. If there are issues with the same, you can call us at 1.855.738.2784 to get professional assistance from our technical support team.

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