Easy way to learn about QuickBooks data conversion services

QuickBooks or other bookkeeping software users must convert their data format before importing it to the new software when they switch or start using QuickBooks. Intuit provides QuickBooks data conversion services for the convenience of users to convert their financial data securely. If you also switch your QB product or if you are a new QB user, read this complete blog to explore the in-depth details of the services and a manual method to convert your business data.

Avoid risking your data by taking the help of QB professionals at +1 855-948-3646 for data conversion.

Details of Data Conversion

If you are an existing QB user and need to switch your product because of growing business needs or more suitability, transferring the financial data becomes a major concern. As we know that other accounting software users can also switch to QuickBooks and import their data along. Before transferring your data, it is necessary to change the current format of your data to the format supported by the new software. Data conversion services are used to make this possible without any risks. Professionals delivering data conversion services help you convert your data into the required format and then migrate it to the software. You can be stress-free about the security of the business as it remains authentic after the conversion without any loss or damage. Any task involving your financial data can be risky, as losing or damaging data can negatively impact your business.

To avoid mishaps, you are always advised to use QuickBooks data conversion services provided by experts. However there are some manual methods to convert your data, but it is full of risks due to the cruciality of the financial data.

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Benefits of using data conversion services

The primary advantage of using Data conversion services involves the minimization of risks and security of data. Some additional benefits you get after opting for QuickBooks Data conversion services are mentioned below-

• The data is automatically converted and moved into the new accounting software, which saves you from the hassle of manual data entry.
• In case you switch to QB Online, the pros of using the software are cloud storage, automatic data backups, real-time operations, portable access to the business data, and much more.
• Human-induced errors are avoided by using the services.
• Your data is entirely converted and ready to move after a single process, and you don’t need to go through many processes.
• Your data remains completely confidential, and any unauthorized access is prevented.
• You can avoid expensive operational costs and convert your data at affordable rates.
• Your data is converted using the latest technology and with the assistance of experts.

Points to remember before data conversion

We all acknowledge that even a minor issue during data conversion can lead to the failure of the entire process, potentially harming your data. So, you must be mindful of some crucial points to bypass the issue and keep your data safe during conversion-

• Go through all the capabilities of the new software version you are switching to and ensure it has everything you need for your business growth. The official QB website has the details of all the QB products.
• Download the updates for both the software (sender and receiver) to ensure bugs are fixed, and no issues arise due to incompatibility.
• Check out the rules set by the UNC for naming your company files. Align your company file name with the regulations and remove any invalid characters or spaces from its name.
• For transferring your data to QuickBooks Online, you are provided a 60 days buffer to convert and `move your data. If you do not import your data in the given time period, you’ll have to create a new account in QuickBooks Online to transfer your data.
• Run the QuickBooks tool hub to fix any issues in the software that might hinder the data conversion.

After you have adhered to all the points mentioned in the checklist above, now proceed to create a backup of your entire QBDT data. This backup file is a preventive measure to recover your data in case it gets damaged or completely lost. Intuit also recommends backing up your data before performing tasks like migration, conversion, repair, etc.

Use the steps mentioned below to create a backup of your entire QB data-

1. Approach the server computer and right-click the QB icon.
2. Select Run as Administrator and go to the File menu when the software opens.
3. Hit Utilities and click Stop hosting multi-user Access.
4. Click the File option again and tap Backup company in the drop-down list.
5. Select the Create Local Backup option and tap Local Backup.
6. Tap Next and then Browse to select the location on your PC where you want to save the backup file.
7. Click the Save it Now option, and finally, click Next.

A backup file will be created in your specified location, which can be used if any mishap occurs during data conversion.

You must also take into consideration that there are certain limitations to converting your data. Here’s the list of data types that you can convert-

1. Account, item, customer, and employee lists.
2. Customer and supplier transactions.
3. Account balance sheets.
4. Employee info like profile and contact details.
5. Pay checks converted as journal entries.
6. Payroll General ledger account balance info.

Manual Procedure

We have mentioned a stepwise procedure to convert your QB data manually. But you are highly advised to take help from professionals while moving your data to avoid any problems. Give the following procedure a try if you have IT knowledge or prior experience in converting QB data-

Method- Converting data using the QB Data Conversion tool

Intuit provides a data conversion tool to convert your data format while moving it to QB online. The tool is readily available on the QB website, and you can download it after specifying your QB product details. Apply the following steps for conversion after you have downloaded the conversion tool on your computer-

1. Use the file explorer and go to the folder where you saved the installation file of the conversion tool.
2. Right-click QuickBooksConversionToolSetup.exe and click Properties.
3. Move to the Compatibility tab and click the Run this program as Administrator checkbox below it.

Using the Administrator mode to run QuickBooks helps to prevent issues during conversion and gives the tool access to all the files in your system drives. When the tool opens and starts running on your PC,

These are the steps you need to follow to convert your data-

1. You’ll see two options when the tool starts running, namely, My Client Company or My Own Company. Proceed by selecting whichever option you need.
2. Go to the Accounting Software option and click Next.
3. Enter the QB Desktop file details the tool asks and tap Next.
4. Select the QB product you have on your computer and specify the data file’s location using Browse.
5. Configure the Conversion levels and then set up the Accounting Preference using the name & creation date of the QB Desktop file.
6. Hit Next and review all the information entered.
7. Click Finish if the details you entered are accurate and wait until the data is converted.

The Data conversion tool might take some time to convert your data. You must wait patiently until the entire data is converted, and you are recommended not to perform any PC task that might hinder the data conversion.

In case you use Sage 50 and are trying to switch QB Online, apply the following steps for conversion-

1. Launch the conversion tool and click the Browse option.
2. Locate the Sage 50 file that you need to convert.
3. Go to the Database menu in the Pervasive 32-bit ODBC engine DSN setup window and select your sage 50 file in the drop-down list.
4. Scroll down the list if you can’t find the file and click Ok after selecting the file.
5. Fill in the password you created for your Sage 50 and click the Next option.
6. Choose the QB product and version in which you are importing the file.
7. Click Browse to specify a location to save the converted file and hit Next. The file will automatically move to the My Documents folder if you don’t specify a correct location.
8. Check all the details you entered to ensure they are correct, and click the Convert File option to begin the conversion.
9. QuickBooks will launch, and you’ll see a QuickBooks Application certificate window requesting to open the data file.
10. Click Yes, prompt each time, and hit the Continue option.
11. Hit Continue to begin the tool.

The tool will take some time to process and convert the data. You’ll receive a notification when the tool converts your entire data. You must click the Open in QuickBooks option prompted after the tool has completed the conversion and give the tool some time to open the file.

Conclusion

These are the details you need to know about QuickBooks data conversion services, including the preventive measures you must take and a manual method to convert your QB data. We assume the blog is information and helped you convert your data without problems.

Speak to a QB support representative at +1 855-948-3646 to sort out any queries related to data conversion.

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