The decision to migrate QB depends on numerous factors, primarily the intensity or quality of your company files. These files contain crucial business data such as employee information, inventory details, customer databases, accounting documentation, banking records, etc. Evaluating your organization file's complexity is essential to determining whether the migration project will be feasible and successful.

If you have any questions or find any information in the blog unclear, call +1.833.802.0002and speak with a QuickBooks specialist.

Why Migrating the QB Is Important?

It is essential to know all the advantages of migration before you migrate from QuickBooks desktop to online, which are:

1. You can handle your business's operations from any location with the help of the mobile app, which lets you conduct transactions, create reports, and send invoices right from your tablet or smartphone.
2. With safe, automatically backed-up data and smooth software updates, you can streamline your operations and eliminate desktop-related problems.
3. You can easily access a wide range of applications and linked services, including time tracking, payroll, payments, and more.
4. You may automatically track and categorize transactions by connecting your bank accounts quickly.
5. Encourage cooperation between various people, spanning several teams and devices at the same time, without charging more. Provide accountants with instant access to accurate insights.

Stepwise Method for QB Migration

For a smooth and errorless migration of QuickBooks, a user must follow the proper steps to achieve the optimum outcome. The steps are as follows:

Step 1: Get ready the desktop file

A point to be noted is that you have a 60-day window for data migration when creating your QB Online account. Verify the age of your company by logging in to the QuickBooks Online account and then refreshing the window for more customized information.

1. First of all, be sure that you have the latest version of QuickBooks software.
2. Tap the F2 or Ctrl+1 keys from your keyboard. This step will check the version of the software you have. It is best to have one of the given QB versions or a more advanced one: 2022 R5, 2021 R10, 2020 R15, and 2019 R17.
3. Now, you have to check that enough storage is available on your device.
4. For a successful migration to QuickBooks Online, the sum on your system should be less than 750,000. To check, click Ctrl+1 on your keyboard. If the amount is more than the limit, you can also import the lists and balances into QuickBooks Online or start fresh.
5. Understand which data is transferable online and which one is non-transferable.
6. Print the report related to sales tax liability where adjustment entries must be fed after the migration process.
   • Go to the Reports section and click on Vendors Payables.
   • Now choose Sales Tax Liability.
   • Go to the Dates dropdown menu.
   • Select All.
   • In the Print dropdown menu, select Save as PDF.
7. If you utilize the QB Desktop Payroll, you can also remove any employee who is not working more in the company and isnt eligible to receive salary for the present year.
8. Set a schedule for the data migration 2-3 days after processing payroll. This will ensure the safe transfer of your payroll information to QBO and ensure that the data transfer is completed before the next payroll cycle.

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Step 2: Move your data from QB Desktop to the QBO

Note: if the QuickBooks version 2020 or an older version is in use, an online tool is there to facilitate the data transfer to QB Online.

Steps for QuickBooks Desktop Premier or Pro Users:

1. Firstly, log in as the administrator of the application.
2. Go to the Company and select Export Your Company File to QuickBooks Online.
3. Hit Get Started.
4. Log in as admin to the QuickBooks Online account.
5. Click Select online company.
6. Choose the company that you want to replace with the company file.
7. Select Continue.
8. If you track inventory using QB Desktop:
   • Hit Yes and mention the date for migrating inventory data.
   • Note: The inventory tracking process should start on the day following the duration of your latest tax filing.
   • Select No if you intend to add inventory items to QBO afterward.
9. Click on Agree when the text field is visible.
10. Click on the Replace option.
11. Continue to replace your data by choosing Yes, then Replace

Step 3: Prepare to utilize QuickBooks Online software

Now, get ready for the activities that you need to do after the migration is complete:

1. Connect your credit card or banking account.
2. Form invoices, then send them to your customers.
   Note that you need to set up the location-related sales tax in the application if you are tracking sales tax.
3. Know your expense payment and tracking methods in the QB program.
4. You can refer to a tutorial lesson if you use payroll to figure out how to set up and handle payroll in QB Online.
   Note: Log in to QuickBooks Online to access payroll.
5. Access the QuickBooks Online software and start your work.

The blog details include all the A-Z information related to the QuickBooks Migrator Tool. After reading the blog, you will learn the steps to migrate QuickBooks and the benefits of migrating the application. If you find QuickBooks migrator tool not working for any reasons, dial +1.833.802.0002 and ask a QB professional your queries to get the perfect reply.

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