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QuickBooks Migration Tool: Complete Overview

In our daily life we use to change our systems quickly or in few years. There will be any reason […]

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In our daily life we use to change our systems quickly or in few years. There will be any reason behind this. It could be Speed, space, configuration etc.

As you work on the QuickBooks in your daily routine due to which the files of the company and the data also increases. Due to which the system space will be full or its speed might be slow etc and in this type of case there is a need of migration or transfer of QuickBooks Data from one system to another. The migration can be done in any of one way that is manually or with the help of migration tool.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

In this article we will discuss about the migration Tool that what it the migration tool, what its features, how it works etc, we will learn about this in detail.

QuickBooks Migration Tool

The transferring of QuickBooks Data from one system to other system is a tough job and it requires time also. The data must be transfer safely it is also a big task for us. With the help of Migration Tool we can migrate data easily and save the plenty of time and manpower.

In other words, we can define Migration Tool as a tool which will process smoothly in transferring the data and the applications from one system to another system. In some cases, the data can be loose while transferring the data but in that case the tool is very helpful in protecting the data.

The new Migration Tool is accessible via your browser, This means you don’t need a copy of QuickBooks Desktop (Pro, Premier, Enterprise or Mac) on your computer to migrate a QuickBooks Desktop Data file (.qbw, .qbb, .qbm).

Migration Process

Requirement of Migration Tool

Following are some basic requirements for running QuickBooks Migration tool on your system:

  • Make sure that both the systems are connected to network both have the internet access.
  • Your USB flash drive must have enough storage space so that there will be no issue in retrieving the data.
  • The USB Flash Drive for storing the data.

Setting up of QuickBooks Migration Tool

Before we start working with QuickBooks Migration Tool and start transferring of data, we have to download and install it in our system. So, following are some steps which we have to follow, so that we can set the migration tool easily and start working on it.

  • Login to the QuickBooks with the help of admin ID and password.
  • Now you have to allow the access so that you can easily copy the data in your system.
  • Now navigate to the migration tool and click on it.
  • Migration tool will ask you for the password. So, you have to enter the admin password in it.
  • Once you entre in the tool, click on start or run button.
  • The migration tool starts its process and working.
  • Once the migration tool starts its working, the lash drive starts copying and transferring some file.
  • After the completion of transferring the data the tool never format or erase your data, the data remains same as it is in past but in case you want to erase it then you can by hitting delete button.

Note: Always keep in mind that the tool which you downloaded must be the compatible version of your QuickBooks Desktop.

Migration Tool Transferring the Data

Below is the list of data which can be transfer or which cannot be transfer via Migration Tool:

Which Type of Data can be Transfer

Following are the data which can be transfer via QuickBooks migration Tool:

  • Three recent companies file on which you have done work in your old system.
  • Reports like memorized and the schedules with their local attachment.
  • The detail information of QuickBooks Desktop including the version of QuickBooks which we are using.
  • The QuickBooks Letters, forms and the custom templates.
  • Spelling Checker.
  • Finance Statement Designer.
  • Setting of the printer.
  • Advance reports.
  • Statement writers.
  • The business Planner.
  • Cash Flow Projector.
  • Loan Manager.

Which Type of Data cannot be Transfer

Following are the data which cannot be transfer via QuickBooks migration Tool:

  • The configuration of Multi User Mode.
  • The company files which are older than three, they can’t be transfer.
  • The synchronizing of payment and payroll.
  • Intuit data protect.
  • Backup Files.

Where can I Find the Migration Tool?

Following are the steps so that you can easily go to the migration tool:

  • First you have to sign in to the QuickBooks Online by using a QuickBooks Supported web browser.
  • In the URL area entre https://app.qbo.intuit.com/app/exportqbodatatoqbdt
  • Navigate to the export overview screen and hit the button so can start it.
  • Download migration tool by clicking on the download tool button in QuickBooks.
  • Once the installer is downloaded, launch it and run it.
  • Now wait and follow the steps till the time the installation process is successfully done.

Process of Migration using QuickBooks Desktop Migration Tool

Following are the steps for transferring the QuickBooks Data from old to new system with the help of migration Tool, so just follow it in order to transfer the data with ease without losing it:

Process to be followed on the Old Computer:

Once you launched your old system then you can follow the following steps:

  • Connect USB flash drive in your old computer.
  • Now you have to launch QuickBooks Desktop.
  • Navigate to the File menu and click on it.
  • From the drop-down menu of file select the Utilities option.
  • From utilities option window select the Move QuickBooks to another computer option.
Move QuickBooks to another computer
  • Now select I am ready and now create unique password.
  • Now you have to follow online instructions and select your USB flash drive.
  • Sit aside and wait till the time all the files are copied.

Process to be followed on the New Computer:

Once you are done with the copying of the files, so now you have to launch your new system:

  • First you have to plug in your flash drive in new system.
  • Be sure that the tool will not launch automatically.
  • Open the flash drive in your new system.
  • Double click on the Move_QuickBooks.bat file.
  • Now entre the password which you have created in the old system.
copying of the Files
  • Once you are done with the all above steps, so now you have to wait till the time Migration Tool Finishes its job.

Additional Tasks to Complete the QuickBooks Setup:

As we know that all the data can’t be copied with the help of migration tool so for that we have to perform additional steps, so that you can complete your task easily:

  • Log In to the payment and payroll services.
  • Log in to the Intuit data protect.
  • Configure your entire backup schedule.
  • Take the backup of the company files so that you can avoid unexpected issues or problems which can arise in future.

How Can You Manually Transfer the Data?

The transferring of data is the difficult process. But you can also transfer QuickBooks Data manually. Following are the steps so that you can transfer the QuickBooks Data from old computer to your new computer.

  • First you have to create the QuickBooks Backup on your old computer.
  • Now uninstall the QuickBooks from your Old Computer.
  • Move to your new computer and now install QuickBooks in your new computer.
  • Now you have to restore the QuickBooks Backup in your new computer which you have created in old computer.

What to do After Migration of QuickBooks Desktop?

Following are the steps which are to be followed once the migration of QuickBooks Data is done to the new computer:

  • First you have to sign in to your payroll and payment services.
  • Now sign in to the intuit data protect and set up the backup schedule.
  • Now you can easily transfer any of the addition company file from the old system to new system.
  • Be ensure that you will always take backup of your company file.

What is the Easy Way to Migrate Data to QuickBooks Online?

There are following four steps which are use to migrate data to QuickBooks Online:

  • First you have to select the Plan.
  • Now sign up for QuickBooks online Essential.
  • Upload your complete data on your system.
  • Now you have to complete the conversation form which is given by the intuit.
  • Now you have to upload the backup of your data.
  • Now you have to migrate the data.
  • Hit the review button.

We hope that the above article will help you to move your QuickBooks Data from one system to other with the help of QuickBooks Migrator tool. But sometimes due to internal file error, it can hamper your work. In order to avoid such type of situations and the security data getting damaged you need further assistance. In such case we suggest you can connect with Dancing Numbers experts via LIVE CHAT. Our experts will make sure that they provide their best service by keeping the data secure.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

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
+1-347-428-6831 or chat with experts.


Frequently Asked Questions (Faqs)

How to Use the Migration Tool in QuickBooks?

● Move QuickBooks to another computer by selecting it from the Utilities section under the File menu in QuickBooks.
● Then choose I’m Ready, and finally enter a one-time password.
● To choose the USB flash disc you’ll use, follow the steps. After that, wait for the files to copy.

What is the Easiest way to Migrate Data to QuickBooks Online?

● Make a plan. Register for QuickBooks Online Plus or Essentials.
● Data upload. Submit your data backup along with our conversion form.
● Migrate your data. Then Review.

What to Expect When Migrating from Desktop to QuickBooks Online?

We merely copy the data to QuickBooks Online; nothing changes. You will now enter new data into QuickBooks Online. The data in your QuickBooks Desktop company file will still be kept by you, but you can only view it if your QuickBooks Desktop subscription is still valid.

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

Easy Process

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.

Error Free

Error Free

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

On-time Support

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

img

Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

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.

Get Support

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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