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.
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.
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.