QuickBooks Data Conversion Services: Most Suitable Guide

QuickBooks accounting solution has been primarily developed in two versions, namely ‘QuickBooks Desktop’ and ‘QuickBooks Online’. These versions are used by QB Desktop users as per their immediate & future business needs and prospects.

Due to constant changes in business requirements, QB users often wish to transport their data from QB Desktop to QB Online and vice-versa, and the processes involved in the QB data transfer are usually referred to as ‘QuickBooks Data Conversion Services’.

Here, in this blog, you will fully study two step-wise processes that shall help you to properly move your QB data between the two QB editions.

Are you looking for expert technical help for ‘QuickBooks Data Conversion Services’? You can just dial 1.855.738.2784 to connect with our QB Technical Experts Team.

Valid Step-Wise Processes for Complete Data Transfer between Two QB Versions

Here’re two effective step-wise processes that will help you to move QB data from QB Desktop to QB Online and vice-versa:

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Process A: Most Relevant Process to Move Data from QB Desktop to QB Online

Step 1: Install the newest QB Desktop updates & effectively create and save the ‘Sales Tax Liability Report’

• First of all, you must know the important fact that Intuit permits only 60 days from the day of creation of a QB Online account to transfer the required QB Desktop data.
• Now, just make sure that the QB Desktop application is fully updated on your computer & then you shall simply need to tap on the ‘Vendors & Payables’ icon inside the ‘Reports’ menu.
• Afterward, when you choose the ‘Sales Tax Liability’ option, you will also be able to select the relevant ‘All’ from the ‘Dates’ menu as well as the ‘Save as PDF’ option from the ‘Print’ menu on the window.
• Just click on the ‘Save’ button to finally save the ‘Sales Tax Liability Report’ on your computer at a relevant place.

Step 2: Reliably move the QB Desktop data to your QB Online account on the system

• Firstly, effectively log into the QB data file that you wish to export & then access the ‘Export Company File to QuickBooks Online’ tab given inside the ‘Company’ menu.
• Instantly strike on the ‘Start your export’ button & then successfully access the ‘Choose Online Company’ menu within the QB Online company file on the system.
• After that, properly select the QB Online company file that will get replaced with the QB Desktop data file, and then you can also choose the ‘Yes’ option to transfer the inventory details.
• In the final point, type ‘Agree’ in the correct field, following which you can tap on the ‘Replace’ button to fully move the QB Desktop data to QB Online.

Step 3: Instantly activate all additional QB services in your QB Online account

• Now that you have moved your data to QB Online, you can activate your credit/bank cards as well as payroll services in your QB Online account on the system.

Process B: Most Accurate Process to Move QB Online data to QB Desktop account

Step 1: Ensure that you possess an updated version of QB Desktop & QB Migration Tool on your computer

• Just install the latest edition of QB Desktop on the system & then utilize the ‘https: //app.qbo.intuit.com/app/exportqbodatatoqbdt.’ URL to download the ‘QB Migration Tool’.
• Simply leave the QB Desktop application open until you finish the whole data transfer process.

Step 2: Select your QB Online data & then effectively download it in the form of a file on the computer

• Carefully jump to the ‘Prepare to export’ window inside your QB Online account & then provide your email & name to easily receive the migration confirmation mail.
• After obtaining the migration confirmation mail from Intuit, shift to the ‘Select your data page’ to choose the QB Online data, following which you can tap on the ‘Download QBXML File’ button given on the ‘Exporting from QuickBooks Online page’.
• Now, you shall instantly get all the QB Online data downloaded on your system in the form of a file.

Step 3: Promptly ensure valid execution of ‘QB Migration Tool’ in order to move QB Online data to QB Desktop

• After correctly opening up ‘QB Migration Tool’, load the ‘QBXML File’ following which you should hit the ‘Import’ button to transport QB Online data to QB Desktop.
• Once the data transport has been completed, hit the ‘Done’ button to close the entire process.

These two processes are sufficient for ‘QuickBooks Data Conversion Services’. For additional help, you can dial 1.855.738.2784 to connect with our QB Specialists Team.

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