Simple & Convenient Ways to Successfully Avail QuickBooks Data Migration Services
Do you want to migrate your QuickBooks data to another variant? If yes, then you can utilize QuickBooks data migration services by following a few easy steps. Intuit has provided users with multiple services to help them perform data-related functions without outside assistance. QuickBooks migration services are one such utility that can be used by following the detailed guide mentioned in this blog below.
In case the steps provided below seem too complicated or time-consuming to perform, you can reach out to our team of QB professionals at +1-855-738-2784 to get the best guidance with the migration issues in the app.
Main Scenarios Where You Might Need to Utilize QuickBooks Desktop Data Migration Services
You might need to undertake the QuickBooks Online migration process due to the instances provided below -
- The company file in QuickBooks Desktop might be growing in size, and you might need more space to store and run the functions properly.
- Your business requirements might have changed, and the current QB variant might not suit them, which can create a need for a different version, like QuickBooks Online.
- There might be some added benefits and features in other QB variants that can be more beneficial and convenient to perform the accounting functions, which can make users want to migrate their data.
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Essential Steps to Migrate QuickBooks Desktop to QuickBooks Online Successfully
If you want to undertake the QuickBooks data migration process by following the detailed steps given below -
- First, back up your QuickBooks company file from the Local Backup option of the File menu in a single-user mode.
- Next, update QuickBooks to the latest release from the Help menu by choosing the Update QuickBooks Desktop option and going to the Update window.
- Once QuickBooks is updated, verify the total targets from the Product Info window, followed by saving the Sales Tax Liability report from the Suppliers and Payables section of the Reports menu.
- Export the lists and reports from the Report Center by hitting Export, and once done, hit OK and create a QuickBooks Online account with a valid 60-day subscription.
- Now, go back to QuickBooks Desktop and choose the Company Menu to hit the Export Company File to QuickBooks Online option, followed by selecting the Destination.
- Once the company file is exported to QBO, track the inventory, hit Yes to export it by following the FIFO method, and wait for the export process to complete.
- After the reports, company files, and inventories are exported, open the QuickBooks Online dashboard to ensure that all the data is correctly transferred and there are no discrepancies.
- Lastly, run the data in QBO and complete the setup process, including credit card details, bank reconciliation, and payroll, to successfully run the functions in the online variant.
Conclusion
QuickBooks data migration services can be a huge help in moving essential application data to another variant. You can follow the steps given above to complete the migration process, and if these steps aren't working, you can call our QB support team at +1-855-738-2784 to get direct help with the issues.
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