QuickBooks Data Migration Services

Comprehensive Guide on QuickBooks Data Migration Services

QuickBooks is comprehensive software that goes beyond the standard requirements of accounting systems. It’s an impressive innovation that allows financial and non-financial departments to have a better master of accounting and bookkeeping services. The software has practical tools and features that help in simple and complex finance management. QuickBooks is considered a small-medium accounting system, but it works well with large businesses worldwide.

Intuit QuickBooks developer ensures the software is scalable to meet growing tech demands. Modern organizations are shifting to tech services that enhance productivity, secure data and offer comprehensive accounting services. With the financial advancement, it’s easy for businesses to conduct QuickBooks Data Migration within the system without incorporating expert help.

 QuickBooks Data Migration

All establishments always leave room for growth and change, thus requiring more resources, workforce and funds. The new transition may force businesses to incorporate new QuickBooks versions or products to match the demands. QuickBooks data migration is the change or transfer of financial details from one particular QB software to another.

Primary reasons for QuickBooks Data Migration Services

Besides organization growth, multiple reasons compel businesses to consider data migration services.

  • Company file increase/data increase

An increase in data on the company file may require more storage. The regular QuickBooks Desktop version provides specified storage, which will likely limit the software’s performance. The Company should seek advanced QuickBooks products or cloud-based services to improve the system to hold the swelling file size.

  • Need to migrate to a new QB product.

Companies must invest in data migration services once they opt for new software. Suppose the Company decides to get QuickBooks online (cloud-based) from QB desktop; they can use a migration service to ensure the transition is safe.

  • Upgrading to a new version

IT and financial experts should provide the utmost care when upgrading the Company system to the new version. The process should be done using reliable tools to avoid leakage or data loss during the shifting. With the sensitivity, using an authorized QuickBooks migration tool or service is advisable.

  • Automation

Companies are seeking software to offer automated services and eliminate repetitive tasks. QuickBooks Online allows users to access different services automatically, such as invoices, payroll, pay slips, workflows, online products, and more. This helps businesses to reduce production costs and manual processing.

  • Data protection

The increase in production means more business data from multiple sectors, such as clients, suppliers, etc. Businesses must invest in storage facilities to help hold bulk data and incorporate data protection measures. To curb any arising security problems, it’s safe to migrate to advanced QuickBooks versions or online services. The move enhances security and accountability within the system.

  • Remote accessibility

Moving your QuickBooks application from a desktop to a cloud-based provides numerous business opportunities. The shift allows organizations to connect remotely, thus working with experts from anywhere. Remote services help company stakeholders to receive real-time data without the need to visit the offices.

Key Data Migration Decision

QuickBooks software is known for scalability and flexibility. The services allow companies to scale up or down based on current production. The scalability factor also helps decision-making as Businesses can migrate towards QuickBooks cloud-based or slip back to QuickBooks desktop.

However, all QB versions are designed with incredible tools and features, meaning they match all businesses (small/medium/large). Users can migrate data to a new version or return to an older product according to their needs. Businesses should review versions to ensure they settle for the correct software.

A simple comparison of QuickBooks desktop and QuickBooks online

The two versions are quite significant based on the business level. Most startups will opt for the QB desktop, which offers the most basic tools for growing businesses. Once they advance to medium-large, organizations seek to enhance their systems to online versions.

  • Add-ons

QuickBooks Online comes with vast add-ons for various app services. This provides different features that suit already existing business services. However, QuickBooks desktop provides less add-ons, meaning it comes with fewer applications and features.

  • Storage and security features

The QuickBooks desktop facility works locally, providing a particular storage location within the system. Local storages are prone to damage or limited space. For the QB online version, the system offers unlimited data storage, robust security and multiple facilities to curb insecure issues. However, neither software is immune to issues, but there are fascinating ways to solve problems that arise.

  • Users

The desktop version is designed for one user only, while the online QB allows multiple users remotely.

  • Hosting and subscriptions

Shifting from desktop QB to online base helps increase platform features such as backup, system updates, etc. QuickBooks desktop facility requires users to purchase hosting, update and backup services to keep all details secure and updated. With QuickBooks online, the hosting provider caters to file backup, updates, and security features. This helps businesses reduce hosting costs and concentrate on productivity.

  • Remote access

Remote accessibility is the new trend for modern businesses seeking to venture into different locations. Most Companies have invested in software that helps in remote services. QuickBooks Online is among the top options offering remote services. Businesses can hire experts from anywhere through QB online remote accessibility. For QuickBooks desktops, the system is limited to physical locations like offices. The user needs to work from particular areas using a specific device.

Businesses aspiring to grow their limits should consider products that don’t stagnate their productivity. This is applicable by reviewing each QuickBooks version’s benefits and downsides for informed decisions.

Categories of QuickBooks data migration services

QuickBooks users can shift from one QB product to another based on preference and business needs. The transfer is referred to as QB data migration and can be classified into various categories as follows:

  • Transfer from QuickBooks pro to QB premier

The pro version has its best capabilities, but the premier outdoes it with incredible features that offer swift financial services.

  • QuickBooks desktop to QuickBooks online

The shift offers more remote accessibility, add-ons, data security and various accounting services.

  • Migration from QB pro to QB Enterprise or from QB premier to Enterprise

The migration to pro, premier, and Enterprise helps businesses increase their feature and tool base for better operations.

  • QuickBooks Mac to QuickBooks Windows

  • QB Enterprise to QB online

List of QuickBooks details that can and cannot move to a different version

Data migration includes moving financial and Company details from one QuickBooks platform to another. There is crucial information that can’t move automatically to the new system. The data may require formatting or manual intervention to transfer the details.

  • Audit trail

  • Credit card details

  • Chart of accounts

  • Estimations

  • Inventories

  • Vendors

  • Suppliers

  • Journal details.

Steps to conduct QuickBooks Data migration manually


  • First, back the Company File as it contains all Company data.
  • The user should turn off the multi-user mode on the file section before backing up the details.
  • Next, go to the “create backup” tab to avail of the “local backup” option.
  • A new window will open; click “local backup” and “Next” options.
  • Again, select the “local backup only” option and select the “Browse” tab.
  • Choose the location you wish to save the Company File to continue.
  • To ensure all backups are done correctly, check the file and check for troubleshooting facilities to note any problems.
  • If all details are okay, go to the “OK” button and proceed to the “Save it now” option.
  • Next, the system will send a message assuring the backup is complete.

Updating QB Desktop and target verification

updating quickbooks desktop and target verfication

  • Once the information is backed up and saved, update the desktop version.
  • Open the “Help” option on your QuickBooks Desktop.
  • Next, choose the following details:
  • update QuickBooks Desktop
  • update Now
  • Get update
  • File
  • Recheck the details and click the “Exit” button.
  • After updating the data next authenticate the total targets by pressing:
  • Ctrl + 1 or F2
  • Product information
  • File information.
  • The section will provide the total targets.
  • Examples of required targets:
  • Canada 700,000
  • UK 500,000
  • SA 500,000

Saving sales tax reports

  • Go to the “reports” section and select the “suppliers and payable” option.
  • Next, choose the “sale tax liability” and “All” tab.
  • Proceed to the “save as PDF” option to save the file in your preferred location.
  • Click “save” and get a copy for reference.

Export reports and list

The export facility is limited to users with 700,000 targets only.

  • Open the “Reports” section and proceed to the “Report Center” tab.
  • Choose any report and select the date from the menu.
  • Proceed to the “Excel” tab and click the “Print or Email” option to save the report.
  • Next, pick the “create a new worksheet for Excel workbook” or “update Existing worksheet” option.
  • Select “Export” to locate the report on your device.
  • For excessive columns, click “advanced” and uncheck the columns.
  • Go to the “OK” tab and export the particular report.

QuickBooks online account

QuickBooks Online Accounts

After completing the above steps, the user can start the migration process. The users should create a new account on the QB online system. Always check whether the software is compatible with your company details before proceeding.

Potential challenges during migration

A few challenges may erupt during data migration as follows:

  • Corrupt Company File

The migration process will be aborted if the Company File has errors and is infested with a particular virus. The user should resolve the issue before proceeding with the transfer.

  • Old system version

Trying to migrate your QuickBooks using an old version will cause a lot of hiccups in the process. Both software (previous and new QB products) should be updated to avoid errors or failure.

  • Lack of proper resources

QuickBooks software should be installed on a device with complete operating resources. Individuals or businesses should check for all facilities, including storage, backup resources, internet connection, etc. Suppose any resources miss the migration, which won’t work on a new device.

  • Unstable network

Businesses should monitor their network to ensure stability during the transfer process. This helps in migrating the whole data without fear of losing or damaging any data.

  • System permission

Before moving your QB data, the user should have proper login credentials and permission to access the software. One should allow permission access to the system for seamless data transfer.


Data migration is broad and requires proper preparation and understanding to avoid data damage. Companies must review all systems from where they avail the data to the destination. However, the procedure is simple and fast with the right resources and planning.


What is QuickBooks Data Migration?
This transfers QuickBooks data (Company Files) from one QB product to another.

Why use Data Migration Services?

Data migration services are realized through transfers and accurate financial records and save time for organizations undergoing complex migration processes.

What types of migrations are common?

Common migrations include migrating from QuickBooks Desktop to QuickBooks Online, updating the Desktop version, and switching from various accounting software management software programs to QuickBooks.

Why use Data Migration Services?

Data migration services are realized through transfers and accurate financial records and save time for organizations undergoing complex migration processes.