Simple way of using QuickBooks Data Migration services

QuickBooks has made its impact in increasing the profits of businesses by providing seamless accounting and other services related to it. Users can choose from various QuickBooks versions to select the most efficient one. QuickBooks Data Migration Services are required to securely transfer financial data from one version to another. If you also moved to a different QB version or switched from other accounting software, read this blog until the end to find out the benefits of using QuickBooks and a QB-recommended procedure to transfer data from one version to another.

Avoid the risks of losing or corrupting your data by executing the migration under the guidance of a QB professional available at 1.855.738.2784.

Why to Perform Data Migration

Secure and quick transfer of your data
QuickBooks Online creates backups automatically after regular periods.
Cloud storage is available for data security.
Provides portable access to financial data.

An Instant Procedure to Migrate Your QuickBooks Data

You must always begin by creating a backup of your financial data. This will help you recover your data if it gets damaged or lost during the migration process.

Click on the File option in your QuickBooks.
Select Save copy or backup, and then choose Backup copy and click on Next.
Select Save it now and click on Next.
Set the location to the local hard drive and click Save.
Now, find the file in the drive, right-click and Copy it from there, and paste it to an external drive.

Also Recommended: How do I Fix PS101 Error in QuickBooks?

Here is a procedure for migrating your QuickBooks Data

Importing data from QuickBooks Desktop

If you are a QuickBooks Desktop user, you can move your bank statements, journal entries, transactions, and other data by following the steps given below.

Open your QuickBooks and single-click the Company option.
Select Export Company file to QuickBooks Online in the options.
Click the Start your export option and sign in as an admin user you’re your QuickBooks Online.
Tap the Choose online company option and choose the QBO company file you want to be replaced with the new company file.
Click Continue and select between Yes/No as per your QB inventory.
Click on Agree and then Replace.
Select Yes, go ahead and replace the data and finally, click Replace.

Importing data from Excel

Follow the steps below to import your data from MS Excel-

Click on the File option.
Under Utilities, tap on Import.
Click on Excel Files and choose the data type to import.
Fill in the required information, and close your file after saving it.

Importing data from any other accounting software

You can import data into QBO from any other accounting software using the Excel CSV files. Follow the steps below-

Click the Settings option on the top right of your screen.
Select Import Data below Tools.
Select the data type you want to import.

These are the ways you’ll have to migrate your data between QB products or from any other accounting software.

Conclusion

We have reached the end of this blog explaining the QuickBooks Data Migration Services and some benefits of using QuickBooks Online. We hope you apply the procedure given in the blog to migrate your QuickBooks data. If you face issues while migrating your data manually, call a QB expert at 1.855.738.2784 for your assistance.