With a change in time, the business requirements can also change, which can lead to a need for better features. In such a situation, you might need to move your QB data to another variant by using QuickBooks data migration services. With QuickBooks data migration, you can move your files to accommodate your business needs in a better and more efficient way. In this article, we will provide you with some easy migration steps to successfully move your QB data.
The given migration steps can sometimes be a little complex to perform, and you might need technical help with the issue. For this, you can reach out to our QB experts at 1.833.802.0002 and speak to them directly to get the migration issues resolved on priority.
Main Reasons Why You Should Migrate to QuickBooks Online Version
You might find it fit to move to QuickBooks Online due to the common advantages mentioned below –
There are certain add-on features in QBO that can fit your business needs in a better way.
The QuickBooks Online version allows more than one user to access the application and perform the various features from anywhere, at any time.
Your data in QuickBooks Online can be stored in a high-grade protected cloud environment, which makes it more secure and safe, and eliminates the need to take regular backups.
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Relevant Steps to Effectively Migrate QuickBooks Desktop to QuickBooks Online
You can perform the QuickBooks Online migration process by using the reliable steps mentioned below –
Firstly, take a backup of your company file from the File menu to hit the Local Backup option and save the backup file at an accessible location, and you can also opt for automatic backups instead of manually backing up the company file.
Next, ensure that the QuickBooks Desktop version is correctly updated from the Update window of the Help section by hitting the Get Updates icon.
Verify the total targets from the Product Info window and save the sales tax report from the Report menu, followed by exporting the reports and lists.
Form a QBO account and sign in with your login credentials to move the data post the data preparation process.
To set up your inventory in QBO, hit the Accounts and Settings tab and track the price, quantity, and hit Save once done.
Once the data is migrated, review the reports and compare them to ensure that there is no data loss and confirm the company settings.
Next, connect the bank accounts and clear the bank reconciliations, and review your account detail type, followed by setting up the payroll function.
Once done, you can try running the QBO features to ensure that everything is working correctly without any issues.
Conclusion
You can move your QB data by accessing QuickBooks data migration services in the manner given above. In case you are unable to perform the migration process due to some internal issues, you can reach out to our QB specialists at 1.833.802.0002 to resolve the same.
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