QuickBooks Data Migration Service: Here is Your Guide To it

The QuickBooks Data Migration Service refers to a service that helps you switch from QB Desktop to QB Online and vice versa. Users frequently move between QB Online and QB Desktop based on their business and operational requirements and personal preferences. In this blog on migrating QuickBooks data from the Desktop to the Online version and vice-versa, we will look at the different requirements that you need to fulfill before proceeding and the complete method of how it’s done.

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Reliable and Efficient Step-by-Step QB Software Data Migration Process

The complete procedure to migrate from QuickBooks desktop to online is described below. All you need is to follow the instructions carefully if you are performing the data migration on your own, as there are data-related risks involved in the process.

Case A: Migrate from QuickBooks Desktop to Online

Before switching to QB Online, you must meet two prerequisites: you must switch your subscription to QB Online within 60 days of creating your QB Online account, and you must have the most recent version of QB Desktop installed on your computer.
Now, launch the QB Desktop and quickly open the ‘Product Information Window’ by pressing the ‘F2’ key. Verify that the ‘Total Targets’ displayed in this window are less than 7,500,000.
You must then quickly navigate to the ‘Vendors & Payables’ option under the ‘Reports’ menu and then select the ‘Sales Tax Liability’ option.
Select the ‘All’ option from the ‘Dates’ drop-down menu, and then click the ‘Save as PDF’ option from the ‘Print’ tab.
Identify and select the folder where you want to save this Sales Tax Liability Report, and then tap the ‘Save’ icon. This will ensure that you can easily enter the adjustment entries in QB Online after switching to the desktop application.
Make sure you are logging in as an administrator to the company file you wish to export, and then select the ‘Export Company File to QuickBooks Online’ option under the ‘Company’ menu.
Now locate and click the ‘Start your export’ option, then log in to QB Online Company with the admin account login credentials, and then click the ‘Choose Online Company’ option.
Find and click the ‘Continue’ button and then hit the ‘Yes’ button to transfer your inventory details. After that, type the start date in the ‘as of date’ option.
Finally, enter ‘Agree’ in the appropriate field and click ‘Replace’ to transfer all data from QB Desktop to QB Online.

This procedure will help you migrate from QuickBooks desktop to QuickBooks online without any issues.

Case B: Migrate QuickBooks Online to Desktop

Install the QB Desktop on the system and then open it to select the ‘Close Company’ option under the ‘File’ menu; after that, the QB Desktop must remain open for the remainder of the steps.
You must now log into QB Online to download the QB Desktop Migration Tool from the appropriate link on Intuit’s website and then return to the ‘Prepare to export’ window in QB Online.
At this phase, you must tap the ‘Continue’ button to proceed and then provide your name and email address in order to receive the QB migration confirmation email.
Return to the ‘Prepare to export’ window and click the ‘Continue’ icon. You will then see a message on the ‘Exporting from QuickBooks Online’ page instructing you to download a file.
The ‘Continue to Download’ icon must be tapped, followed by the ‘Download QBXML file’ option, and a suitable location must be specified for saving the QBXML file.
At this point, you must return to the ‘No company open’ window in the QB Desktop in order to activate the QB Desktop Migration tool, and then you must enter the exact path to the QBXML file.
Simply click the ‘Import’ button to import all the data, then choose an appropriate location for the new QB Desktop file, and then tap the ‘Done’ button to complete the process.

Following the instructions mentioned in this section of the article will help you move your QuickBooks Online data to QuickBooks Desktop without any external help.

Conclusion

These were the steps implemented by QuickBooks Data Migration Service to migrate QuickBooks online to desktop and vice-versa. For additional technical assistance switching to a different version of QuickBooks Desktop or resolving any issue that comes along the way, dial TFN +1(855)-955-1942 and get in touch with our team of certified QuickBooks Desktop and Online experts.

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