Effective Techniques to Utilize QuickBooks Data Migration Services to Convert QB Data

QuickBooks data migration services are utilized to migrate the QB data from one version or system to another. The migration process can be undertaken by users by following a few conversion steps and does not need any expert supervision. If you wish to undertake the QuickBooks Online migration process, you can use the information and steps given in this article to successfully transfer your QuickBooks data.

If you are unable to perform the conversion steps or are facing issues with the same, you can call us at 1.855.738.2784 to get assistance from our team of QB experts.

What is QuickBooks Data Migration & What Does it Help With?

The QuickBooks Desktop data migration process is a fairly simple procedure that can be performed to move your essential data and switch versions. Although the migration process is easy, it needs to be undertaken with care and caution; otherwise, there are risks of data damage and data loss.

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How to Prepare Your QuickBooks Data for Migration to QuickBooks Online?

You can convert QuickBooks Desktop to QuickBooks Online by preparing your data for migration in the following manner –

1. The first thing is to back up your company file by running QB in a single-user mode and selecting the Create Local Backup option.
2. You can save as many file backups as you want, and once done, choose OK to proceed and update QuickBooks to the latest release.
3. For this, go to the Help tab and access the Update Now window by selecting the Update QuickBooks Desktop option.
4. Now, to verify the total targets, you need to press the F2 key and open the Product Information window to see the eligibility.
5. Once the targets are verified, save the sales tax liability report by selecting the Suppliers and Payables option from the Reports menu.
6. Export the reports and lists from the Report Center and choose your desired date, followed by hitting Print or Email.
7. Once the data is ready, you need to create a QBO account and move your data within 60 days of signing up to complete the migration process.

How to Switch to QuickBooks Online with Easy & Effective Steps?

You can perform the data migration in QuickBooks by using the steps provided below –

1. Use the steps given above to prepare and export your data, and once done, track your inventory and move it to QBO by following the FIFO method.
2. You can track all the price and quantity details to export inventory, and once all the data is transferred, you need to check the post-migration data to ensure that there is no mismatch or data loss.
3. For this, you need to compare reports, like the balance sheet and P&L account, and if all the data is found in QBO, you can continue using the application.

Conclusion

You can use the QuickBooks data migration services to convert your QuickBooks data by following the steps given above. If there are issues in the migration process, you can call us at 1.855.738.2784 to get assistance from our technical support team.

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