QuickBooks Data Conversion Services: Full Step-Wise Technical Guide

QuickBooks is a technically intensive accounting application that has been famous among small-scale enterprises since its inception & it has been marketed in two separate versions: ‘QuickBooks Desktop’ & ‘QuickBooks Online’.

Due to changing business needs & priorities, QB users often require to shift data from QB Desktop to QB Online and vice-versa. This technical process of shifting data between two versions is usually called ‘QuickBooks Data Conversion Services’.

Here, in this blog, you will get two separate step-wise processes that you can successfully implement for QB data migration.

Do you want immediate help & technical guidance for ‘QuickBooks Data Conversion Services’? You can dial 1.855.738.2784 to easily connect with our QB Specialists Team.

Highly Precise Step-Wise Processes for ‘QB Software Data Conversion Services’

The following processes are explained in a step-wise manner that can help you to successfully migrate QB data from QB Desktop to QB Online and vice-versa:

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Process A: Accurately Migrating QB Desktop Data to QB Online

Step 1: Precisely update your QB Desktop & successfully save the relevant ‘Sales Tax Liability Report’

• First & foremost, you should ensure that you have the most recent updates on your QB Desktop application & then you can simply jump to the ‘Reports’ menu indicated on the QB Desktop window.
• Next, suitably choose the ‘Vendors & Payables’ tab & then strike the ‘Sales Tax Liability’ option following which you need to carefully select the ‘All’ option provided inside the ‘Dates’ menu on the window.
• Thereafter, ensure that the ‘Save as PDF’ option is chosen from the ‘Print’ menu, and then you can select the correct folder to save the ‘Sales Tax Liability Report’, following which you will need to easily hit the ‘Save’ button.

Step 2: Swiftly migrate the QB Desktop data file to QB Online on your system

• Here, in this step, just sign into the QB Desktop company file that you desire to export & then you can strike the ‘Export Company File to QuickBooks Online’ via the ‘Company’ menu.
• After that, you should hit the ‘Start your export’ button & then you need to log into the QB Online Company, following which you can also select the relevant file via the ‘Choose Online Company’ option.
• Next, mark the ‘Yes’ option & enter the correct date within the ‘as of date’ option so that inventory details can also be moved to your QB Online account.
• Thereafter, by carefully typing ‘Agree’ in the required field and tapping the ‘Replace’ button, you can successfully move QB Desktop data to QB Online.

Step 3: Operate your QB Online account with all the additional services & features

• In this step, since you have already moved your data to QB Online, you can now successfully operationalize the payroll service & credit card account in your QB Online account.

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Process B: Fully Transferring QB Online Data to QB Desktop

Step 1: Acquire the newest edition of QB Desktop on the computer & then obtain the QB Desktop Migration Tool

• Firstly, ensure that you have the fresh version of QB Desktop on your computer & then you will launch the QB Desktop window so that it remains fully open for the complete duration of the data transfer process.
• Now, easily sign into your QB Online account and then utilize the URL: ‘https: //app.qbo.intuit.com/app/exportqbodatatoqbdt’ so that you can fully download as well as install the ‘QB Desktop Migration Tool’.

Step 2: Suitably choose your data in QB Online & then successfully export it in the form of a file to the system

• Instantly launch your QB Online account & then access the ‘Prepare to Export’ window so that you can provide your name & official email address to receive the migration confirmation mail.
• Now, once you obtain the migration confirmation mail, you should shift back to the ‘Select your data page’ window & then you can select the QB Online data that you want to export.
• Thereafter, jump to the ‘Exporting from QuickBooks Online’ page and then strike the ‘Download QBXML File’ button to successfully acquire the data in the form of a file on your system.

Step 3: Accurately execute the ‘QB Desktop Migration Tool’ to move your data to your QB Desktop application

• Just open the ‘QB Desktop Migration Tool’ & then type the file address of ‘QBXML File’, following which you can strike the ‘Import’ button to send all data to QB Desktop.
• Now, you can assign a fresh name to your new QB Desktop company file & then you can use it for your relevant projects effectively.

By fully executing these processes, you can definitely implement ‘QuickBooks Data Conversion Services’. For more technical help, dial 1.855.738.2784 to connect with our QB Professionals Team.

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