The data conversion process in QuickBooks is fairly simple to perform, and users can undertake the procedure in a few easy steps. This process can be performed by using the QuickBooks Data Conversion Services, along with ensuring that the basic requirements are met. If you want to convert QuickBooks Desktop to QuickBooks Online, you can avail of the conversion services by using the detailed steps mentioned in this blog below.
If you are unable to utilize the data conversion services or the below-given steps seem too difficult to perform, you can reach out to our QB experts at +1.833.802.0002 to get direct assistance with the said issue.
Some Prerequisites Before Performing the QuickBooks Data Migration Process
You need to ensure that the following considerations are met before undertaking the QuickBooks online migration process –
- You need to analyze your needs before running the migration process to ensure which QB version you want to switch to. This depends on your business requirements, as QB Online provides vast features that are not available in QB Desktop.
- Ensure that you have the latest QuickBooks Desktop version before performing the data migration, and you can check your current QB version by pressing the Ctrl + 1 keys.
- You need to rename your files before converting to QBO, as the Online variant has character limitations, and you also need to run your payroll data & reports beforehand.
- Lastly, ensure that you complete the QBO migration within 60 days of subscription; otherwise, you might need to re-subscribe or extend the limit to perform the process.
Also Read:- Guide For Zoho Migration Services
How to Successfully Utilize the QuickBooks Desktop Migration Services?
You can easily move QuickBooks Desktop to QuickBooks Online by using the detailed migration steps mentioned below –
- Firstly, you need to prepare your QB Desktop files and ensure that the company file size and name are within the QBO limits to perform the conversion process seamlessly.
- Check the total targets and copy the sales tax liability reports from the Reports section, followed by signing into QBO as an Admin and selecting the Export option.
- Select the Choose Online Company option and choose your QBO Company to replace the file, followed by tracking the inventory and hitting Yes to bring it over.
- Let the data export process finish, and once all the data is moved to QBO, you can complete the QuickBooks data conversion process by connecting to the bank accounts and entering your credit card details.
- Lastly, you can set up your payroll data and perform a banking reconciliation, along with reconciling other reports to ensure that the migration process is performed without any data loss or mismatch.
- Now, you can run the accounting and business processes, like customizing invoices and sales documents in QBO, by accessing the data in the online variant.
Conclusion
You can utilize the QuickBooks Data Conversion Services by performing the detailed steps given in this blog. In case the steps don’t work or you are unable to convert to QBO successfully, you can reach out to our QB technicians by calling us at +1.833.802.0002 to get the best professional guidance.
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