QuickBooks Data Migration Services: Optimizing Your Data Transfer

Changes in an organizational structure mean that your work needs to change. So, when your business grows, is your company file data stored in the QuickBooks Desktop software? Shifting from QuickBooks Desktop to QuickBooks Online gives you more advancement in terms of storage & in-built features. But, doing this crucial work without help sometimes risks data damage or loss of important files or even triggers various errors in the application. Therefore, employing efficient QuickBooks data migration services will provide a pleasant transition experience rather than a painful one. Moreover, the expertise and accounting knowledge of QuickBooks data migration services optimize the data transfer in less time from one QB product to another or shift data from an old to a new computer. So, it directly results in the integrity & safety of your company's valuable data being imported without an inch of data loss.

Did you just get curious about QB data migration services? If that is the case, call at +1.833.802.0002 procure all the mandatory do's and don'ts before choosing the services.

James Richard

Ensure Smooth Migration from QB Desktop to QB Online Software: Get Set Go!!

Before migrating the QuickBooks Desktop data to QuickBooks online, considering and evaluating different things will help you more.

1. You must update the accounting data, like adding or subtracting data, to look clean after converting into QB Online.
2. Creating a backup of company files data is always considered a wise choice before transferring it. If you don't know how to create a backup, follow Route File > Backup > Company > Create a local backup. This process is done after you open the file you wish to backup. This step is done if your original files get damaged while migrating; you won't lose the data permanently.
3. Migration should be done at the end of the month, quarter, or year so all the transactions are recorded till the end, and you don't have any pending tasks.
4. Do update your QB Desktop to the latest version. It has to be 2011 or a higher version.
5. Know your limitations, as the migration will not be successful in case:
6. If the numbers in the QB Desktop company file are more than 350,000 words.
7. You switched on the multi-currency mode.
8. Assemblies have been built in inventory in the file.
9. In inventory if units of measure are used.

Read Also: How to Reactivate Payroll Subscription in QuickBooks Desktop

Steps to Perform Migration Process for QuickBooks Online

Transferring to the QuickBooks Online software opens the possibility of using more space. It is also relatively simple but lengthy. However, we understand why it is more beneficial to move

from your perspective. So, before opting for QB online, read the steps involved in the process of migration:

1. Firstly, log in to the QB Desktop account.
2. Then, click on the Company tab & then select Export Company File.
3. Now, go & log in to the QuickBooks Online account.
4. Now, you must decide if you want to export inventory or not. However, remember that the inventory will be tracked using the FIFO method.
5. Post your decision and click on Yes or No.
6. Now, choose the QB Online company file that is going to be replaced.
7. Subsequently, you will see a message to begin the conversion process.
8. Now, when the migration process is done, another confirmation message will appear.
9. In the last step, an email will be sent to your registered Email ID. In which you will be asked to complete the QBO set-up. 

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Summing Up

So, we all are familiar by now that shifting to QB online is primarily done to gain access to QB files on any device, whereas QB Desktop, not being cloud-based, can only be accessed on the computer through the right QB Desktop version. Therefore, call at +1.833.802.0002 and talk to the experts' furnishing clients for years with their QuickBooks data migration services. Know the importance of these services to save yourself from extra efforts put into migration & spend it on your business productivity.

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