Data migration in QuickBooks is required to safely transfer financial data between QB products or from different accounting software. Intuit provides a QuickBooks Migration Tool that helps users move their data without problems. If you also switch to a different QB product, read this complete blog to understand the tool’s requirements and the correct procedure to use it.
Get in touch with a QB support team at 1.833.802.0002 if you face any problems while using the migration tool.
About the data migration tool
QuickBooks is sometimes called a variable software as it provides services according to your business size and requirements. There are different subscription plans and products to suit the pocket and needs of the users. Users can also choose from QB products if they find a more suitable product for their business growth. Financial data is moved securely using Data Migration services provided by professionals, or you can also try moving your data using the QuickBooks Migration tool. It keeps your data secure and avoids risks while transferring your data.
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Key points
You need to be mindful of some things before migrating your data using the tool. Go through the requirements given below and verify that you have them on your PC-
- Even if QBDT isn’t installed on your computer, you can easily migrate your data using the QB desktop data file.
- Verify that your data file’s creation date is 2011 or later. Data files before the data might cause issues during migration.
- There shouldn’t be any discrepancy in the tax returns, and the balance sheet should be updated and precise.
- Don’t forget to reconcile your bank account statements before using the tool to transfer your data.
- There shouldn’t be any unpaid payroll payments or pending invoices.
Procedure
Once you have acknowledged all the necessary conditions, you must proceed according to the following steps to migrate your QB data-
Step 1- Run the QB Migration tool on a web browser
The QuickBooks migration tool can be accessed on a web browser, but if you try migrating a QB for Mac file, you must first convert it into a supported format and then transfer it using the tool. You can find the tool on the QB website, and it can be utilized as shown in these steps-
- Open a web browser and open the link you got from the QB website.
- QB migration will start running on your browser.
- Tap Get Started and sign in using your Intuit account to run the tool.
- Run the tool on a browser.
Step 2- Upload the company file
You’ll have to upload your company file to transfer it using the tool-
- Go to the File icon at the top of the tool and click the Temporary Files option.
- Select Upload files and specify the location of the company file you want to transfer.
- Close the tab after the company file is uploaded and hit the Show uploaded file option to make sure the file is correct.
Step 3- Start the transfer after updating the company file
The Company file will be automatically updated once fully uploaded to the tool. Click the I’m ready to move option to begin the transfer and use the onscreen instructions to migrate your financial data.
Conclusion
This blog provides the necessary details you must know about QuickBooks Migration Tool to transfer your data. We hope you use the procedure mentioned in the blog to move your QB data without issues.
Contact a QB support team at 1.833.802.0002 if you face any problems while migrating your data.
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