How to Convert QuickBooks Canada to QuickBooks US Version?

by James Antonio

QuickBooks is quite a popular accounting software. QuickBooks is accessible in several versions for different locations. However, accounting principles and financial rules vary by country, but the database structure and functionality in different versions of QuickBooks vary by area.

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Today, in this blog we are going to guide you through the complete processor on how to convert QuickBooks Canada to the QuickBooks US version.

Terms and Conditions for Moving QuickBooks Canada Payroll to QuickBooks USA Payroll Software

If you are using desktop software, there are a few factors you should keep in mind while converting QuickBooks Canada to the US edition. Here are only a few examples:

  • Fields not available in QB US will be excluded from the converted file. To transmit this sort of data, you may need to establish a custom field.
  • Reconciliation statements from the bank are not transferable.
  • This implies that the checks will not be included for creating a payroll report or calculating the W2 tax amount.
  • You will need to change the templates to give reports and mailings a more personal touch.
  • Templates that come with the programme or that the user creates cannot be transferred.
  • Remove any inventory or data files with a negative inventory count.
  • Merging them might result in mistakes.
  • QuickBooks notes and to-do lists will not be migrated.
  • Payroll checks may only be transferred as regular checks.
  • Transactions and reports that have been memorized are not included in the converted corporate file.
  • There may be minor changes in the amount depending on the currency.

QuickBooks USA QB Data Conversion Service for Canadians

We provide a reputable accounting data conversion service. We have assisted numerous consumers over the years in converting their accounting data from one version to another. We can assist you not only with updating or downgrading your business file but also with changing the region for the company file.

For Conversation of QuickBooks Canada to QuickBooks US Data service follows the steps below:

  • The user’s corporate file is obtained over a secure network.
  • A specialist knowledgeable with both accounting and QuickBooks technical expertise exports data from the Canada version and imports it into the US version.
  • The customer receives the US version of the corporate file through a secure network.

Note: Because the import and export procedure is excessively difficult and necessitates both technical and accounting understanding, we advise users not to convert the data themselves. If you are still sure, back up the company file before starting with the data conversion.

Make a Backup of QuickBooks Canada Company File before Converting it to QuickBooks US Edition.

If you want to make a backup of your QB Canada company file before converting it to QB US Edition then following are the steps for backing up a company file in QuickBooks:

  • First, go to the main menu, select File.
    (If you’re in multi-user mode, then Switch to Single-user mode.)
  • Now select File.
  • Then back Up may be accessed by hovering the mouse over it.
  • Once done select Create Local Backup.
  • Now a new window will be opened. Click on Local Backup in this new window.
  • Next, press the Next button.
  • Now click Browse from the Local Backup Only section.
  • Choose where you want to keep the backup copy of the QuickBooks company file.
    (Now you may choose how many backups QuickBooks should retain. This implies that any prior backups that have exceeded the limit will be destroyed.)
  • Once done click the OK button.
  • Finally, click Next, then Save it Now.

Note: In QuickBooks, you can also enable automatic updates. This, however, may not be effective for customers who just want to upgrade to a newer version of the accounting programme.

Migration of QuickBooks CA Payroll to QuickBooks US Payroll

If you merely wish to move your payroll from Canada to the United States, you may do it by following the steps outlined below:

  • First click Account and Settings from the Gear Icon.
  • Now choose Payroll.
  • Then click the Cancel button. This will result in the cancellation of your Canada payroll subscription.
  • Once done click on Continue.
  • Finally either complete the survey, or click on Cancel Payroll Service.

Note: This is the simplest method to transfer from a US payroll subscription to a Canadian payroll subscription. After cancelling your Canada payroll membership, you must acquire a US payroll subscription. The prices for the two varies, so choose based on your interests.

QuickBooks Conversion Options By Default

QuickBooks does not have a built-in capability for converting a company file from one area to another. This might be quite inconvenient for users who want to modify the region of their company file. Because such a function is not required by many users, it is not included in the accounting program.

Further more, there is little information accessible from QuickBooks parent business for such a conversion. As a result, customers may either export data from QB US and import it into QB Canada, or they can rely on a third party to handle the data translation process.

Converting QuickBooks from Canada version to Us version is quite a complex processor, However, we hope now you have a complete guide on how you Convert QuickBooks Canada to QuickBooks US and hopefully the above mentioned steps will help you to Convert QuickBooks Canada to QuickBooks US.

Accounting Professionals, CPA, Enterprises, Owners

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number 1800-689-5491 or chat with experts.


Once the Canada Subscription is done How can you Cancel Payroll Subscription?

When you request W-2s or year-end filings in QuickBooks Desktop Payroll Assisted, you will be charged by intuit.

To terminate the QuickBooks Desktop Payroll Assisted Service, fill out the Online Cancellation form. Within 2-3 business days after completing the form, you will receive a confirmation email.
The following is a list of procedures to properly terminate your QuickBooks Payroll subscription:

Confirm that you are the company’s administrator.
Finish the last few steps in Payroll.
Determine the payroll service and version you want to use.
Begin the process of terminating your payroll service.

What are the QuickBooks Conversion Tool System Requirements required to Convert QuickBooks Canada to QuickBooks US.

The following are the QuickBooks Conversion Tool System Requirements required to Convert QuickBooks Canada to QuickBooks US.

The following are the system requirements for the save:

Windows 8 (or later) as the operating system.
2018 or higher QuickBooks Pro, Premier, or Enterprise.
More than 512 MB RAM.
There is more than 2.5 GB of free hard drive space available.
Intel Pentium II processors have a clock speed of 500 MHz or higher (Minimum).
Sage 50 version 2013 or above is required.
Version 2.0 or higher of the Microsoft .NET Framework.

How can you Set up Sage 50 for Company Database Conversion to Convert QuickBooks Canada to QuickBooks US?

If you don’t have administrator permissions, you won’t be able to edit the settings. To set up Sage 50 for the conversion of the business file, follow the procedures below:

First select the file you want to convert in Sage 50.
Then from the main menu, select Maintain.
Once at the maintain option select Users.
Then setup Security is the option to choose.
Now select the Crystal Reports/Data Access tab.
Once done select ‘With the following login information’ from the drop-down menu.
Finally, change the password by clicking Change.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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