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Convert/Migrate to QuickBooks in Few Easy Steps
Your financial data can be transferred from any program, such as Sage or MS Accounting Office, to QuickBooks with QuickBooks Data Conversion. Also, you have to move your data between QuickBooks Premier, Pro, and Enterprise versions.
You have to sign up for Desktop or Online, and we will help you in transferring your financial information. Our support staff will make sure the transfer is simple for you, regardless of the data you need-your customer list, transaction history, or chart of accounts.
Don’t worry if QuickBooks is incompatible with your present accounting software! You can connect with our expert team.
Know QuickBooks Data Migration Checklist: Before Data Migration
- Use the features of QuickBooks Online to analyze and match your needs.
- While the software includes certain advanced features like complex sales ordering, batch transaction processing, advanced inventory, or the average cost for inventory, among others, the QB Online edition has limited features.
- In QuickBooks Online you can follow strict character limitations. Therefore, change your files right away if they don’t follow the QuickBooks Online naming guidelines.
- Before converting your company file, you can use QuickBooks Desktop version 2016 or later. Update your information for previous versions and download the latest version.
- To find out the version of QuickBooks Desktop you are using right now, open the program and use the F2 or Ctrl + 1 keys on your computer. After that, the Product Information Window will be displayed to you. To upgrade QuickBooks Desktop to the latest version, you have to choose Update Now from the Help menu here.
- Make sure you run your reports and payroll data in advance because the payroll data might not convert automatically.
- You have 60 days from the date of account creation to use “database conversion services” to convert files from your PC into QB Online accounts. In case you are unable to convert during the first sixty days, you will need to close your QuickBooks Online account and open a new one.
- You can fix any errors in your QuickBooks Desktop inventory is a must for moving on with the QuickBooks conversion. It will help you from losing data.
How We Help You Convert To QuickBooks
It can be intimidating to convert your ERP system or accounting software. Depending on how long you have been in business, you may have many GB of data, and it’s possible that QuickBooks and your current accounting software don’t work together perfectly. Don’t worry if the QuickBooks converting tools are unclear. Professionals will safely and securely migrate your data, saving you time and headaches
You will have a dedicated conversion consultant working for Dancing Numbers who will evaluate your particular situation, decide which QuickBooks items you’ll require, and collaborate with you to create a phased conversion plan. Also, you have full-time programmers who will take care of your historical data’s export, cleaning, and import. Following the conversion, your team will receive thorough training on the new system, and you will be assisted in setting up productive procedures that let you make the most of your new system.
1 Determine the Products Needed
Your personal QuickBooks Conversion Specialist will take the time to get to know your company and its present setup. You will learn the precise requirements your team has for an accounting system and which QuickBooks products you will require. This may involve QuickBooks Enterprise, Field Service Management, Payroll, or Point-of-Sale.
2 Template File Setup
In order to achieve this, it is necessary to create the appropriate procedures that will make QuickBooks fit your company like a glove and guarantee that we can seamlessly import all of the data from your current accounting system. You might want to perform double entry during this brief period in both your old system and the new QuickBooks file. You can collect information, such as accounts payable and receivable reports, P&L, monthly balance sheets, and any other data that has to be converted to QuickBooks.
3 Go Live and Train Your Team
To ensure that your business effectively switches over to the new software, training your workforce is essential. To ensure that your team is knowledgeable about using your new system, you will have training. More than 200 training videos are on the website since Dancing Numbers is known for its training and wants all QuickBooks users to be successful, even if they aren’t our clients.
4 Close and Review The Books
This procedure enables you to determine whether you require any more information or monthly reports in order to run your business. It will be thoroughly double-checked to make sure that everything you need is imported because frequently we don’t know which information is important until we no longer have access. We will transfer any more files from your previous system to QuickBooks if they need to be moved.
5 Follow Up and Maintenance
You will be given a month or two to use the QuickBooks program before checking in to see how things are doing. We will strive to stop any problems before they start if you are having any. Also, we will retrieve any features or data that were left in your legacy system. In order to keep you on track, we also recommend continuing monthly or quarterly closing services. The main goal is to ensure that you use your accounting software to its full potential.
Dancing Numbers for Faster QuickBooks Data Migration
Built on Trust
We make sure that the conversion of your most important business history is flawless and correct. You have to feel confident in the proper migration of all historical data to the new system.
You have to speed up the time to conversion. Reduce time spent working on two systems at once and do away with double entering. Make sure your system is configured properly, that all tables and databases are operational, and that your bank accounts are linked properly.
Support and Training
Get custom training for your entire staff, including the leadership. Take full advantage of QuickBooks. You will be demonstrated how to use the 150+ pre-built reports and generate custom reports specific to your company.
QuickBooks can be made more powerful by adding custom modules, marketplace apps, or open API. Our developers will integrate, install, and customize solutions to your business processes.
You may rely on our professionals to troubleshoot and optimize for consistently excellent performance if you ever feel that your new QuickBooks system is slow or not performing as planned.
Keep Your Past Records
Rest assured that all crucial business historical data will be transferred accurately to the new system, ensuring its seamless integration.
Convert To QuickBooks From
System Requirements for a Successful Data Migration
1 Operating System
Windows 8, Windows 10, Windows 11
2 Memory (RAM)
512 MB (Minimum Required)
3 Microsoft .NET Framework
Version 2.0 (Minimum Required)
500 MHz Intel Pentium II (Minimum Required)
5 Hard Drive
2.5 GB of Free Space (Highly Required)
6 QuickBooks Desktop
Pro, Premier or Enterprise 2016 or Higher.
A Trusted Partner Familiar with Your Business and Industry
Our team of consultants at Dancing Numbers has extensive experience working with numerous businesses across various industries. We specialize in customizing QuickBooks and ERP systems to meet the specific requirements of each industry. Whether you own a small retail store, manage an international manufacturing business, operate a residential construction company, practice law, run a software company, or oversee a rapidly expanding nonprofit organization, we have encountered and successfully addressed similar challenges before. Count on us to provide the assistance you need.
What Our Customer Says !
Recently used QuickBooks’ conversion tool to switch my accounting from Sage 50 and was pleasantly surprised at how smoothly the process went. The tool was easy to use, and the conversion was completed quickly without any issues. Highly recommend for those looking to switch accounting platforms.
Gary T. French
I had been using Sage 50 for years but started to feel like it wasn’t keeping up with my business needs. A colleague recommended QuickBooks, but I was hesitant to make the switch. Thankfully, with the help of the QuickBooks conversion team, the transition was seamless. They were professional, knowledgeable, and made it a stress-free experience.
Delores F. Smith
I always thought that it’ll take a lot of work and effort to move from Sage 50 to QuickBooks online, yet these guys did it for me in a few days.
Alfredo M. Hightower
Essential considerations before beginning with data conversion
- Analyze your requirements and match them up with QuickBooks Online’s features before starting the conversion. The QuickBooks Online version might not have everything you need. Also, QuickBooks Online can significantly change how you handle your clients, projects, and workflow. Complex Sales Ordering, sophisticated Inventory, Batch transaction Processing, or Average Cost for Inventory are among the advanced features that are not available in QuickBooks Online.
- QuickBooks Online has tight character limitations. So, if your files don’t follow the QuickBooks Online naming standards, rename them.
- You will have up to 60 days after creating a QuickBooks Online account to convert your files from your PC once you begin using the database conversion services. You will need to terminate your QuickBooks Online account and open a new one if you can’t convert within the first 60 days.
- Please make sure you have QuickBooks Desktop version 2016 or later before converting your company file. You will need to update your information for older versions and download the most recent version. Press F2 or Ctrl + 1 when QuickBooks Desktop is open to find out the version of QuickBooks Desktop you are presently using. The Product Information Window will appear. Update QuickBooks Desktop to the latest version by selecting Update Now from the Help menu.
- Make sure you run your payroll reports and data in advance because it’s possible that the payroll data won’t convert automatically.
- Before moving further with the QuickBooks conversion, fix any errors in your QB Desktop inventory. Loss of data will be prevented.
Frequently Asked Questions
What is QuickBooks Data Conversion about?
QuickBooks data conversion is the process of migrating all of your financial data from one place-MS Accounting Office, Sage, QuickBooks Pro/Premier/Enterprise, or any other version or software solution-to another. But always keep in mind that the format of the data you plan to save there needs to be correct.
Does QuickBooks have a Conversion Tool?
Yes, QuickBooks provides a conversion tool that allows you to migrate data from one version of QuickBooks to another, such as from QuickBooks Desktop to QuickBooks Online.
What is QuickBooks Data Service?
QuickBooks Data Service refers to the service provided by QuickBooks to help users manage and handle their financial data. It includes features like data backup, recovery, and migration services.
Can QuickBooks Online Data can be Converted to QuickBooks Desktop?
Your data cannot be directly migrated from QuickBooks Online to Desktop. Your QuickBooks Online data can be exported and converted to QuickBooks Desktop, though. Check how you can:
- Firstly, you have to click the Gear Icon after logging into your QuickBooks Online account.
- Select Export Data now, and then enter the reason for the data export. Next, you have to click “Continue.“
- Check your information using the export overview screen. When everything is ready, select Excel Export.
- Click Continue to Download from the QuickBooks Online Exporting page.
- Finally, to finish the exporting process you have to follow the remaining on-screen steps.
What is the Difference Between a Data Conversion and Data Migration?
Migrating data from one QuickBooks type to another is known as data conversion. Like migrating from QuickBooks Pro to QuickBooks Enterprise or moving from QuickBooks Desktop and QuickBooks Online, it’s usually simple. You must confirm that everything is in order after the conversion. While it’s not as difficult as data migration, you may sometimes need to make changes.
However, data migration is transferring important data from one QuickBooks file to another, or from one accounting program to another, and using that data to create a new QuickBooks file. This process is a little complicated.
How much Duration does QuickBooks Data Migration take?
After receiving your data file, the process of migrating your data typically takes up to 72 hours to finish. The process is totally dependent on the volume of data that needs to be sent. To get started, just hover over our migration wizard. If data is already stored, it cannot be migrated into a QuickBooks Online Company file. You will need to cancel your membership and open a new account if you need to use the current QuickBooks Online Company file.
What is the Easy Way of Migrating Data to QuickBooks Online?
Below are the steps for importing your company file into QuickBooks Online based on your QuickBooks Desktop version:
For QuickBooks Desktop Pro or Premier:
- To import a company file into QuickBooks Desktop, you have to log in as the administrator.
- Then you have to select “Export Company File to QuickBooks Online” from the Company menu.
- Then you have to click “Start now.“
- Click “Select destination” to choose a location, then you have to sign in to your QuickBooks Online account.
For QuickBooks Desktop Enterprise:
- To import a company file into QuickBooks Desktop, log in as the administrator.
- To view your product information, you have to press the F2 key.
- To start the import process while your product information is open, press CTRL+B+Q. Then, you have to click the OK button located at the bottom of the page.
How to Move from Excel to QuickBooks?
It’s easy! QuickBooks can import Excel files if that’s how you have been handling your finances. Also, you won’t need to use Excel invoices anymore thanks to the free invoice template QuickBooks!
What kinds of Information you can Import into QuickBooks During the Migration Process?
You can directly import bank statements from your bank into QuickBooks during the data conversion process. Also, you may import CSV files including your chart of accounts, customer and supplier data, sales and purchase invoices with taxes and various currencies, and transaction reconciliation information.
Does the QuickBooks Data Conversion Require a Certain Format?
The data from your bank statements may be in the OFX, QFX, QBO, or CSV formats. You can get statement data in CSV format from most online banking platforms. You should import additional data into QuickBooks in CSV format. It is advisable to use the templates offered by QuickBooks for the easiest and quickest data conversion process.
What do You mean by Intuit QuickBooks Data Recovery Service?
Using a copy of your company file and the current Transaction Log file, you can retrieve lost transactions with QuickBooks data recovery services. QuickBooks users can use this method to retrieve transactions that were lost or deleted because of file corruption or other problems.
What is a Company File in QuickBooks?
In QuickBooks, the main file that contains all of the company’s financial data is called a company’s file. The company file must be backed up every month because it contains sensitive data.
How does the Data Conversion Process is Performed in QuickBooks?
The user can perform the steps listed below to convert data in QuickBooks:
- The professionals will decide which QuickBooks version is best.
- There will be a new company file created.
- Reorganizing the new QuickBooks company files with the accounting data.
- Shorten long files to make data operations more efficient.
- The old system is verified once again to make sure no data is still present.
- Finally, to ensure efficient operations, check QuickBooks’ performance.
Can I Switch from other Accounting Software to QuickBooks?
The answer is that you may easily switch from any accounting software to QuickBooks. The user may need to follow a specific set of instructions and may require a QuickBooks subscription from a third party or get a license from the official Intuit website.
How do I Transfer Data from one Company to Another in QuickBooks?
To transfer data from one company to another in QuickBooks, you can use the Export and Import feature. Export the data from the source company and import it into the destination company. QuickBooks also offers tools for this process.
How Long does a QuickBooks Desktop to Online Conversion take?
The time it takes for a QuickBooks Desktop to Online conversion can vary based on the size and complexity of your data. It may take a few hours to a few days, depending on factors like the amount of data and the speed of your internet connection.
What is the Easiest Way to Migrate Your Data to QuickBooks Online?
The easiest way to migrate data to QuickBooks Online is to use the built-in conversion tool provided by QuickBooks. This tool simplifies the process of transferring data from QuickBooks Desktop to QuickBooks Online.
How Long does QuickBooks Migration take?
The duration of QuickBooks migration depends on factors such as the length of data, the speed of your internet connection, and the complexity of your financial records. It can range from a few hours to a few days.
What are the 3 Primary Ways to Migrate Client Data to QuickBooks?
The three primary ways to migrate client data to QuickBooks are:
- Use the built-in conversion tool provided by QuickBooks.
- Manually export and import data using tools like Excel.
- Use third-party migration services that specialize in transferring data to QuickBooks.
How do I Transfer Data from old QuickBooks to New?
To transfer data from an old version of QuickBooks to a new one, you can use the upgrade process provided by QuickBooks. Also, you can export data from the old version and import it into the new version, ensuring compatibility.