There can be many reasons why regular QuickBooks users might want to migrate their data from one QuickBooks version to another. This can be due to changes in business requirements or different features, among other possible reasons. For this, users can utilize the QuickBooks data migration services by following a few easy steps. In this article, we will help you perform the QuickBooks Online migration procedure by providing you with the best methods.
If you are unable to perform the migration process or there are issues with the same, you can reach out to us at 1.855.738.2784 to get assistance from our team of QB professionals.
What is the Difference Between QuickBooks Desktop and QuickBooks Online?
If you are planning to switch from QuickBooks Desktop to QuickBooks Online, you should know the major differences between the two versions –
QuickBooks Online offers a lot of add-on features that are not present in QB Desktop, along with cloud-based applications.
The data in QuickBooks Online is stored in a highly protected cloud environment, which makes it much safer than QuickBooks Desktop.
QuickBooks Desktop requires users to back up the files, and this process is not required in QuickBooks Online, which makes it easier to securely store the data.
In QuickBooks Online, the data can be accessed from anywhere at any time, whenever required by the users, unlike in QB Desktop.
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How to Easily Convert QuickBooks Desktop to QuickBooks Online?
You can perform the QuickBooks data migration process by using the steps provided below –
Firstly, back up your company file from the File menu in a single-user mode and select the Create a Local Backup option.
Next, you need to ensure that your QB Desktop is correctly updated, and if not, you need to access the Help menu and select the Update Now tab.
There are some eligible target numbers required to run the migration process, and you need to check the total targets by pressing the Ctrl + 1 keys and accessing the File Information section.
Next, you need to save all the essential reports and export these reports and lists from the Reports menu.
If you plan to switch to QuickBooks Online, you need to create a QBO account before migrating the data from the Desktop version.
Once done, log in to QuickBooks Desktop as an admin and export the company file to QuickBooks Online by selecting the Export option, followed by setting up the inventory.
To prepare the inventory, you need to access the Accounts and Settings section and choose the quantity and rate, along with the dates from which you want to export the inventory.
Once the migration process ends, you can check the post-exportation data to see if there is any mismatch, and if not, you can continue with the QBO operations.
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Conclusion
You can utilize the QuickBooks data migration services to successfully migrate your QB data. If there are issues in the process, you can reach out to us at 1.855.738.2784 to get assistance from our technical support team.
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