Quick & Effective Ways to Reliably Avail QuickBooks Data Migration Services

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All you need is to fulfill the system requirements and prepare the data properly, and once done, you can use the following steps to reliably utilize QuickBooks Desktop data migration services.

Migrating data in and from QB to other variants is as user-friendly as it gets. The migration process helps users worldwide to shift their QB version seamlessly. You can successfully avail of QuickBooks data migration services to move the company files and other data from the app. All you need is to fulfill the system requirements and prepare the data properly, and once done, you can use the following steps to reliably utilize QuickBooks Desktop data migration services.

In case the migration steps provided below seem too difficult or are taking longer than expected, you can call our QB support team at 1.833.802.0002 to get the best guidance for using the migration services by Intuit.

Essential Data That Can and Cannot be Transferred by Running the QuickBooks Data Migration Process

If you want to migrate QuickBooks Desktop to QuickBooks Online, you need to know about the following data that can and cannot be moved in the process -

  • The chart of accounts can be easily transferred with the migration process, but the converted notes and bank account numbers remain non-transferred.
  • You cannot convert the audit trail when you move to QuickBooks Online, as QBO maintains the audit trail for each transaction.
  • The credit card charges will be transferred as expenses when moving the data to another QB variant.
  • You can successfully transfer QuickBooks Desktop inventory to QBO, but the data will be recalculated as per the FIFO method.
  • The journal entries will be converted to QBO, but the billable status will remain non-transferable, while the vendor and supplier data will not be converted to the other version.

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Successful Methods to Seamlessly Convert QuickBooks Desktop to QuickBooks Online

You can avail of the desktop migration services to operate QB data from another version by following the quick steps given below -

  • First, run a QBW backup process and update the application to the latest release from the Help tab, followed by verifying the total targets as per your country.
  • Save the sales tax liability report and export it before creating a QBO account with a valid 60 days subscription period.
  • Once the QBO account is created, go to the Company menu of QBD to hit the Export Company File option, followed by moving inventory as per the FIFO method.
  • Move the lists, company data, and inventory, and once the export process ends, review the pre and post-migration data, including balance sheet, sales tax summary report, and trail balances, to ensure that the QuickBooks Online migration services are successfully utilized.
  • Confirm the company settings from the Gear icon and connect the bank and credit card accounts from the Bookkeeping section, followed by clearing the bank reconciliation report.
  • Link payments, review the detail type from the Reports section, and finish the payroll setup process from the Employees tab.
  • Lastly, once all the data is transferred and set up in QBO, you can run the functions to check if they are running in a hassle-free way.

Read also: How to solve QuickBooks Error 6177 0

Conclusion

QuickBooks data migration services can be reliably utilized by following the successful steps given above. In case you are unable to run the migration steps and the process is unsuccessful, you can call our QB technicians at 1.833.802.0002 to get direct assistance with data migration.

You may read also: How to fix QuickBooks desktop error H505

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