Relevant Steps to Avail QuickBooks Data Service to Process the Data with Ease

Intuit enables QB users with QuickBooks data service, which can help users perform different data-related functions with ease. One such feature of this service is QuickBooks migration, and the service helps users to migrate their data without any outside help. In case you want to move QuickBooks Desktop to QuickBooks Online, you can avail of QuickBooks data migration or QuickBooks data conversion services by using the steps given below.

You can utilize the steps given below to perform the QB migration process via QuickBooks data services. In case you find the process to be challenging or difficult to undertake, you can call us at 1.855.738.2784 to get direct help from our team of QB experts.

Prerequisites to Consider Before Converting to QuickBooks Online

Before undertaking the migration process and using QB data services, you need to know about the following considerations –

1. You need to complete the QB conversion form and upload a data backup before performing the QB migration process.
2. It can take somewhere around two days to successfully convert your data and finish the migration process although, the exact duration depends on the amount and size of the data.
3. You need to create a new QBO account with a valid subscription, and you need to transfer the data within 60 days of the subscription.
4. There are some data that will not be converted via the data services, including attachments, audit trails, and custom fields.
5. After the data is converted, the QB conversion team will help you confirm the results by reviewing a post-conversion checklist.

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How to Undertake the QB Online Migration Process Successfully?

You can easily perform the QuickBooks migration process via Intuit data services by using the following steps –

1. Update your QB Desktop to the latest release and verify the total targets by pressing the Ctrl + 1 keys, followed by printing a copy of your sales tax liability report.
2. To print the report, you need to access the Report menu and select the Save as PDF option, and once done, sign in to your QBW file as a Windows admin to navigate go to the Company tab.
3. Select Export Company File to QuickBooks Online and choose the Start Export button to initiate the file conversion process, followed by hitting Continue.
4. If you want to convert your inventory, select Yes and choose the Start and End Date to recalculate your inventory using the FIFO method for QBO.
5. Once the files and inventory are successfully transferred to QBO, you need to review the final data and connect your bank accounts & credit cards, along with the payroll setup.
6. Lastly, once you are sure that all the data is successfully transferred, you can continue running your company data in QBO and utilize its various features, like cloud hosting.

Conclusion

QuickBooks data service can be used to successfully move your QB data to another variant. In case you are having trouble in the migration process or are unable to avail the data services correctly, you can reach out to our QB technicians at 1.855.738.2784 to get immediate help with the issue.

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