Key elements of QuickBooks data conversion service

QuickBooks is an accounting software that is available in multiple versions for users. The versions are created according to different types of businesses and user categories. Users can switch between versions if they find a more suitable QB product for their business needs. Intuit provides QuickBooks data conversion service, which helps users convert their data to the required format for the QB version. If you are also trying to switch between QB versions or from a different accounting software, keep reading further to get in-depth knowledge of the service and an adequate procedure to use the Data conversion tool.

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About the service

Whenever a user switch between QB versions or any person becomes a new user of QuickBooks, they require moving their financial data from their previous accounting software. To do this, the data should be in the respective format for the software, and this is where conversion services are required. The services help users securely convert their data to the supported format for the software and help them transfer it. Although QuickBooks employs many security protocols to ensure the safety of user’s data, but many external factors can harm it. Financial data is extremely crucial for the business and can have severe effects if it gets damaged or lost. This is why you are advised to take professional help for converting your data.

Advantages of data conversion services

The benefits involved with data conversion services are mentioned below

• Your financial data is converted without risks and can be securely moved to a different QB version.
• The data gets automatically imported into the software, saving you from manually entering it.
• If you opt for QuickBooks Online, it comes with benefits like- Portable Access, cloud storage, automatic backups, and real-time monitoring.

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Preventive measures before converting

You need to keep certain things in mind before converting your data. This will help you avoid any issues during the conversion and reduce the risks of data loss. Read the points to keep in my mind before data conversion-

• Check thoroughly about the new version you are opting for. Make sure it aligns with your business needs and will be beneficial for you. Check the official QB website for details explanations of all the QB products.
• Update your software to the latest released version to fix existing glitches and avoid any issues arising from incompatibility.
• There are strict character limitations for your company files, and you need to adhere to the regulations of the UNC. Check your company files for invalid characters and ensure the file name is not too long.
• If you are moving your data to QuickBooks Online, you’ll be provided with a window of 60 days to convert and import your data. If you are unable to do so in the given time period, you’ll have to create a new QB Online account.
• Rectify all the errors from your QuickBooks before beginning the conversion.

You must also create a backup of your QuickBooks data for additional safety. It’ll help you to recover your data if it gets damaged or lost during conversion. You must use the steps given below to create a backup file in QuickBooks-

1. Go to your server computer and open QuickBooks.
2. Open the File menu and select Utilities in the drop-down list.
3. Tap Stop hosting multi-user access to run the software in Single-user mode.
4. Open the File menu again and click on the Backup Company option.
5. Tap Create Local Backup in the options list and click Local Backup in the next window.
6. Hit Next.
7. Click Browse to choose a location for storing your QuickBooks backup file.
8. Tap the Save it Now option and click Next.

Procedure

You can take the help of the Data conversion tool to convert your data into the required format. This is an automated tool provided by Intuit to help users convert their data while switching versions. You must access the official QuickBooks website and go to the Download & Updates page. Download the QuickBooksConversionToolSetup.exe file on your system and install it by following the instructions given by the software. Once the file is successfully installed, use the steps given below-

1. Right-click on the QuickBooksConversionTool.exe file and select the Properties option.
2. Navigate to the Compatibility tab and mark the Run this program as Administrator checkbox with a single click.
3. Open the QuickBooks Data conversion tool after saving the settings.
4. Choose from My client company and My Own company according to your requirement.
5. Tap the Accounting software option and click Next.
6. Fill up the details of your company file asked by the software and tap Next again.
7. Choose the QuickBooks product you are converting the data from and click Browse to specify the location of the Company file.
8. Configure the Conversion levels according to your requirements and then hit Next.
9. Select the Accounting preference option and click Next.
10. Check all the information entered and verify it is correct.
11. Click Start to run the tool and wait until the process is finished.

This will help you convert your data. If you are trying to move data into QuickBooks Desktop from QB Online, here’s an easy method to do so-

1. Log in to your QB Online and tap the Gear icon on the top menu.
2. Click on the Export data option in the drop-down list and state the reason you are moving your data
3. Tap the Continue option mentioned at the bottom of the tab.
4. Verify all the data entered in the Export Window and tap Export to Excel.
5. A Exporting from QuickBooks Online page will come up on the screen. Click Continue.
6. Follow the directions provided by the software and wait patiently until the process is over.

This is the appropriate procedure for converting your data while switching from a QB version or different accounting software.

Conclusion

You read about the QuickBooks data conversion service and the key points to consider before using them. The procedure to convert your data using QuickBooks Data Conversion Tool is also discussed, which we hope helped you convert data in your QuickBooks.

Get detailed information about data conversion and execute the procedure with the assistance of QB professionals reachable at 1.855.738.2784.

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