If you are a regular QB user, you might now about the different data services provided by Intuit. One such important services is the QuickBooks data migration services, which helps users transfer their QuickBooks data to another variant with ease. You can easily perform the QuickBooks data migration and convert QuickBooks Desktop to QuickBooks Online by availing of the easy & effective migration steps provided by Intuit given in this blog below.
Want to migrate your QB data but are unable to perform the below-given migration steps? Don’t worry; you can take direct assistance from our QB technicians instead, you will help you move your QB data seamlessly with the best solutions.
QuickBooks Online Migration Process: Why Should You Convert Your QB Data?
You might want to move to QuickBooks Online because of the common benefits and advantages given below –
- QuickBooks Online offers more features than QB Desktop, and the migration process is easy to perform, plus it’s free of cost.
- When you move to QBO, you can store your data in a cloud environment, which keeps it safe and secure without any need for data backups.
- The QuickBooks Online version allows users to access their data from anywhere at any time, irrespective of time and location boundations.
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Steps to Successfully Switch QuickBooks Desktop to QuickBooks Online
You can avail of the QuickBooks Desktop data migration services to convert to QBO by following the steps given below –
- Firstly, you need to back up your company file from the Local Backup section of the File menu and ensure that your QB Desktop is properly updated to the latest version.
- Once done, you need to verify the total targets by pressing the Ctrl + 1 keys and save the tax liability reports from the Reports menu of QBD.
- You also need to ensure that you have a valid QBO subscription and sign in to your QBO account to import the files correctly.
- Save the file and export the reports and lists from the Report Center by selecting the desired date range and hitting the Export option.
- Once the company file is exported to QBO, select the company file you want to access by opening the QuickBooks Online Dashboard.
- Now, to convert and track your inventory, go to the Account and Settings menu and hit Yes, and choose the Starting Date to migrate the inventory, followed by recalculating it using the FIFO method.
- Next, once the QuickBooks Desktop migration process completes, you need to check the post-migration data in QBO to ensure that there is no data mismatch or loss in the process.
- Confirm the transferred data and connect your bank accounts, along with the payroll setup, followed by running QBO to access the functions in the online version.
Conclusion
You can successfully convert your QB data by using the QuickBooks data migration services in the manner given above. If you are still facing issues with the process or are unable to complete the migration, you can contact our QuickBooks professionals at 1.855.738.2784 and get immediate help with the issue.
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