Crash Course on Availing QuickBooks Data Migration Services in Quick Ways

QuickBooks Data Migration Services


Migrating your QB data is easier than you think, and Intuit has made sure that the process is user-friendly. For this, you can utilize QuickBooks Data Migration Services that aid users in migrating their data to another version. The service can be used by running a few easy steps given in this article below to ensure that you are able to migrate QuickBooks Desktop to QuickBooks Online successfully.

In case you are unable to perform the given migration steps successfully and need additional assistance, you can reach out to our QB specialists at 1-855-856-0042, and they will help you resolve the issues effectively. 

Data That Can & Cannot Be Transferred to QuickBooks Online Via QB Migration Services

 When you undertake the QuickBooks Online migration process, you need to know about the data which can and cannot be moved to QBO. 

When you convert chart of accounts, notes and bank account number don’t get transferred, and only the generic detail type is converted.

  • You can’t convert the audit trail to QuickBooks Online, as the QBO variants maintain its own audit log. 
  • Your credit card charges will become expenses when moved to the online version, and the inventory will be recalculated via the FIFO method.
  • When it comes to estimates, active estimates are shown as close, and inactive ones are rejected in QBO.
  • Your vendors and supplier details and the billable status of your journal entries don’t get transferred. 


Detailed Steps on How to Move QuickBooks Desktop to QuickBooks Online Effectively

If you want to successfully convert to QuickBooks Online, you need to follow the steps given below – 
  • Create a QBO account with a valid 60 days subscription and go to the File menu of QBD to back up your company data from the Local Backup option. 
  • Once done, update QuickBooks to the latest release from the Help section and go to the Update window to install the updates, and verify the total targets as per your country limit.
  • Move your QBW files by hitting the Export option from the Company menu and selecting the Export Company File to QBO button.
  • Save the tax liability report and create a PDF copy; you can export the reports and lists from the Reports menu and hit OK when the export is ready.
  • If you want to transfer your inventory, hit Yes to confirm and select the Dates, followed by opening the QBO dashboard once all the files are ready for export.
  • Export the files and setup inventory from the Accounts and Settings section, and compare all the reports and essential data after the migration ends. 
  • Once all the data is transferred, set up payroll, edit the company settings, and connect the bank accounts to run the QuickBooks functions with the QBO features. 

Conclusion

You can effectively shift your QBD data to QBO by using QuickBooks Data Migration Services. Sometimes, the migration process might not end correctly due to issues with your app, which can be resolved by calling our QB experts at 1-855-856-0042. 




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