QuickBooks is a top-notch bookkeeping software designed according to customer demands. The users of this software include business owners, accountants, freelancers, etc. There are many versions of QuickBooks crafted for different user categories. Users can also switch between QB products or import their data from other accounting software. QuickBooks data conversion services is required to convert and transfer your financial data. If you recently switched to a different QB version, keep reading the blog to learn the QB recommended procedure to execute the data conversion.
Convert your data securely and avoid any risks by involving a QB support team available at +1 855-948-3646 for your assistance.
Procedure
You can follow the procedure mentioned below to convert your QuickBooks data and move it to another computer-
Step 1- Create a backup of your financial data as a safety measure
The data you are trying to convert and transfer to another QB version is crucial for your business, and its loss can negatively impact your business. To overcome such mishaps, you must create a backup of your QB data in case it gets lost or damaged during the conversion. Go for the steps given below-
1. Use the File menu in your QuickBooks to switch to single-user mode.
2. Tap the File option again and click on Back up Company.
3. Select Create Local Backup in the options list.
4. Click the Local backup option in the next window and hit Next.
5. Set up a location to save your backup file by clicking Browse.
6. Tap Save it now, and finally, click Next.
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Step 2- Use the data conversion tool
You must download the QuickBooks conversion tool from the official website and follow the steps below-
1. Right-click on the file you just downloaded and click on Properties.
2. Select the checkbox for Run this program as administrator in the compatibility tab.
Begin the installation of the file on your PC. Once the tool is installed, open the QuickBooks conversion tool and do as per these steps-
1. There will be two options visible on your screen- My client company and My Own company. Proceed according to your need.
2. Choose the Accounting software in the next window and click Next.
3. Enter the details of your company file and click on Next.
4. Choose the QuickBooks product you use and locate the Company file on your hard drive.
5. Select the Conversion levels and then the Accounting preference depending upon the name & date of the company file.
6. Click Next and verify all the credibility of your entered details.
7. Tap Finish.
You can also opt for the following method to convert QuickBooks Desktop to QuickBooks Online-
Follow these steps if the Company file size is below 7,50,000 targets (required for conversion) or after condensing it-
1. Sign in as an Admin user to your QuickBooks and open your company file.
2. Tap Company and select Export company file to QuickBooks Online.
3. Click Start export and sign in to your QuickBooks online using the Admin account credentials.
4. Select the Choose company file option to locate your file and click Continue.
5. Tap Agree and hit Replace.
6. Click on the Yes, go ahead and replace the data option and click Replace.
Your financial data will be successfully converted and moved to QuickBooks Online.
Conclusion
This is the farthest limit of our blog explaining the need for QuickBooks data conversion services while switching between QB products. We hope you use the procedure in the blog to execute a safe and secure data transfer.
If you face any issues while applying the method, contact a QB support team at +1 855-948-3646.
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