Do you need to migrate your QB data from one system to another or from one version to another? Then this article is going to help you learn how to use the QuickBooks data migration service. The QuickBooks migration tool is an excellent feature that can help users move their data in case of a system or a version switch. To perform the data migration, you need to follow a certain set of steps which are mentioned in this blog.
If you are having difficulty understanding the steps or resolving the error code on your own, you can contact us at 1.855.738.2784 to get assistance from our technical support team.
Prerequisites to Perform the QuickBooks Online Migration Process
If you want to use the desktop migration services in QuickBooks, you need to perform the following steps before performing the procedure –
Firstly, you need to ensure that the company files you are trying to transfer are properly backed up. You can run the backup process by accessing the file menu in QB Desktop.
Next, you need to make sure that the QB Desktop application is updated to the latest release and that the application is running correctly.
You also need to go to the Product Information window to verify the total targets before the migration process.
Make sure that all the essential reports, like the sales tax liability report, are saved and exported safely.
If you are migrating to QB Online, you need to create a QuickBooks Online account beforehand.
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How to Utilize the QuickBooks Migration Services to Switch Data?
QuickBooks Online to Desktop migration can be easily performed by using the solutions given below –
Log in to the company file as a Windows admin and import into QB Desktop to export the data files.
Choose the company file you want to export from the QB Desktop application and launch the Product Information window.
Next, you need to track your inventory if you plan to move them along with the data files. Choose the starting date and complete the inventory setup in QBO once the migration process ends.
Now, sign in to your QBO account and move the lists, followed by turning on the inventory tracker.
To set up your inventory, you need to go to the Settings tab and choose the Products and Services section.
Track the details, like the quantity, price, and rate, to finish the inventory migration process.
Once the process ends, you need to check the transferred data to ensure that all the data is transferred and there is no accidental data loss.
To review the post-migration data, you need to review all your important lists and reports, like the balance sheet and sales summary reports.
Conclusion
You can use the QuickBooks data migration service to move your QB data from one version to another. If there are issues in the migration process, you can reach out to us at 1.855.738.2784 to get assistance from our QB professionals.
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