QuickBooks migration tool


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QuickBooks, over the past years, has seen a consistent data migration from QuickBooks desktop to online. Considering the same, Intuit has recently launched a new tool called QuickBooks migration tool that helps you transfer QuickBooks data from one device to another and especially from QuickBooks desktop to online.  

This online tool makes the whole QuickBooks migration super easy and users using QuickBooks 2015 and earlier versions can also use the QuickBooks desktop migration tool. Moreover, since the tool is operated on the cloud, users with low RAM and space can also use it until they have a good internet connection and a browser.

QuickBooks online migration tool may seem very fascinating to users but at the same time, those who are new to the tool can have some difficulty in using it. To help you with the same, we have come up with this comprehensive guide to explain to you everything about QuickBooks desktop to the online migration tool. 

What is QuickBooks Migration Tool?

QBO migration tool helps you transfer data from QuickBooks desktop to online, premier to pro, and vice versa. If you are using a specific version of QuickBooks and you decide to switch to another version that seems more convenient, the QuickBooks migrator tool will be of great help.

Currently, two versions of the migration tool of QuickBooks are available, where:

  • The first version allows the user to transfer data from QuickBooks Pro, Premier, and Mac to QuickBooks online. Also, users operating QuickBooks version 2015 and older can transfer data using this tool.
  • Another version of the QuickBooks migration tool is available for QuickBooks enterprise.

The QuickBooks migrator tool is accessible through the internet and browsers. So, as long as you have a stable internet connection and an updated browser, you are good to go. However, QuickBooks desktop migration to online or vice versa are two different processes. Here, in this post, we have explained both in detail. 

Requirements To Use QuickBooks Migration Tool 

QuickBooks Migration Tool Requirements

Here, we’ve listed a few items to think about while moving QuickBooks to a new computer:

  • In order to store your QuickBooks data, you must have a USB flash drive with enough empty space.
  • Your new computer needs to be connected to the Internet.
  • It also provides information regarding the required quantity of space. It typically ranges from 150 to 250 MB.

Read More – How to Install and Setup QuickBooks Trial Version?

Prerequisites To Perform QuickBooks Desktop Migration

Before you use the QuickBooks migration tool, here are certain actions you have to perform to ensure a smooth migration process. 

Process of the QuickBooks Migrator Tool

  • Recheck all the chart of account balances. Make sure that the balance is accurate and updated.
  • Undertake all the credit card statements and bank reconciliations.
  • In case any open transactions are present, ensure to categorize them.
  • Make sure you have a precise balance sheet along with the current tax return.
  • There should be no outstanding invoices present.
  • If any payroll tax payments or runs are available, make sure you complete them before migrating. 

Steps To Migrate QuickBooks Desktop To QuickBooks Online Using QuickBooks Migration Tool

Now that you have completed all the prerequisites, it is time to use the QuickBooks migration tool. Follow the steps mentioned below to perform QuickBooks desktop migration hassle-free.

Step 1: Use QuickBooks Migration Tool Online

From an authentic website like QuickBookstoolhub.com, download the QuickBooks migrator tool depending on the version of QuickBooks you are using. Click on the “Get started” option and log in to your official Intuot account.

Step 2: Upload QuickBooks File

Once you have accessed the QuickBooks Desktop migration tool, you will now have to upload the QuickBooks file that you have to migrate. For this, follow the steps mentioned below.

  • In the file menu, click on the “Temporary files” tab.
  • Click on the Upload option. Now, browse the file that you wish to migrate.
  • Once the file is successfully uploaded, close the pop-up.
  • If you wish to see the file you have uploaded, click on the “Show Uploaded” option.

Step 3: Enable Auto Update For QuickBooks Files

Once you have uploaded the file using QuickBooks online to the desktop migration tool, your QuickBooks desktop will be updated to the latest version. Also, you will get an option to migrate to QuickBooks Online. Follow the instructions appearing on the screen to complete the migration process.

Steps To Migrate Data From QuickBooks Online To Desktop Using QuickBooks Migrator Tool

While you can easily migrate data from QuickBooks desktop to online, there are certain restrictions while migrating data from QuickBooks online to desktop. Moreover, the process is quite complicated if you choose to migrate QuickBooks online to the desktop using the QBO migration tool. Here are the steps that you have to follow:

QBs Migration tool Requirements

Step 1: Download QuickBooks Desktop

To begin with, download and install QuickBooks Desktop on your system. Once installed, follow the steps mentioned below.

  • Start QuickBooks desktop on the computer.
  • Go to the File tab.
  • Choose the close company option.
  • Let the QuickBooks app stay active while you follow the next steps.

Step 2: Download QuickBooks Migration Tool

Now, you have to log in to your QuickBooks online account. Once logged in, download the QuickBooks desktop migration tool by following all the steps mentioned below.

  • Go to your browser and log in to your QuickBooks account. Use the credentials of the Intuit account that you wish to migrate.
  • Click on the URL opened on your browser. In the URL, you will have to replace whatever is present after /app/ and add exportqbodatatoqbdt. Hit the enter key. Kindly note that no support procedures or background will work during this process. 
  • You will now see an Export Overview button on your screen. You can print it if required. Next, move to the Get Started button.
  • Click on the download tool option.
  • Once downloaded, click on the downloaded file and launch the installer.
  • Agree to all license terms and conditions and click on Next.
  • Click on the “Complete as the setup type” option. Click on Next.
  • In the end, click on the Install option and then the Finish button.

Step 3: Prepare the File That You Wish To Export

Once you have successfully downloaded and installed the QuickBooks migrator tool, you need to prepare the file that you wish to export. Here are the steps that you have to follow.

  • Go to QuickBooks online and stay on the Prepare to Export window. Click on Continue.
  • Browse for the data that you want to export. Once selected, click on Continue.
  • You can also read all the limitations associated with converting data from QuickBooks online to desktop. Once read, click on Continue.
  • Type your email address, name, and other required credentials. Make sure to provide the email where you wish to get migration confirmation. Click on Continue.
  • Click on the close option and QBO file. Wait till you get the confirmation email. You may have to wait for some time depending upon the amount of data you are transferring.
  • Now you have to go back to the export screen. For this, follow the steps listed in the step 2.
  • Once done, click on the Get Started option and tap on Continue.
  • Choose your data page and click on Continue.
  • A message will appear on the screen indicating that the data is being downloaded and exported to QuickBooks online. Click on continue.
  • Once downloaded, click on the QBXML file. In case you are required to save this file, make sure to select an easily accessible location.

Step 4: Run the QBO Migration Tool

You’ve now downloaded the QuickBooks online migration tool, it; ‘s time to run the tool on your system. Here are the steps you have to follow:

  • Open QuickBooks Desktop on your system and make sure that no company open screen is open.
  • Start the QuickBooks migration tool that you have downloaded.
  • Type or browse the QBXML file path. Once found, click on the Import option.
  • Now add the name for your QuickBooks desktop file.
  • Look for the QuickBooks application certificate.
  • You can also modify the rights to restrict or allow access to personal data. Once done, click on Continue.
  • Wait for the import to complete. Once the import is complete, click on Done.

Step 5: Verify If The Data Is Accurately Exported

Once the data is imported, you will now have to ensure that the data in QuickBooks Online and QuickBooks Desktop matches. For this, run profit and loss on your company file and see if it matches on both versions. 

In case the data doesn’t match, here is what you need to do:

  • On the QuickBooks desktop, click on the file menu. Under this, choose the close company option.
  • Try to convert this file again.
  • Once converted, check profit and loss statements. You may have to make some manual adjustments if it is not fixed.

Now when data is transferred, close the QuickBooks migration tool. 

Information Transferred or Not While Using the QuickBooks Migration Tool

QuickBooks migration tool does not allow you to transfer all your information but only a few information can be transferred. So we have listed below what all information you can copy and what not. 

Information Transferred or Not While Using the QuickBooks Migration Tool

Information that you can copy with QBs migration tool:

  • Letters and templates for QuickBooks.
  • Memorized and scheduled reports.
  • Financial Statement.
  • Spelling check.
  • In-depth Reports.

Information that you can’t copy with QBs migration tool:

  • Data Protect by Intuit (IDP)
  • Setting up the multi-user mode.
  • Company files older than three years.
  • Syncing of payments and payroll.
  • Backup Records.

Read More – How to Convert QuickBooks Online to Desktop?

Know How to Use the QuickBooks Migration Tool

Users must carry out a few simple tasks on both their old and new computers to use the migration program.

Step 1: Start up your Outdated Computer

There are many ways to start your old computer despite thinking that it will be of no use now and to do so look at the procedure:

  • Start by connecting an old PC to a USB flash drive.
  • Launch QuickBooks desktop after that.
  • Next, choose Utilities from the File menu bar.
  • At last, Move QuickBooks to another system.

Step 2: Activate your New Computer

Activate your New Computer

You can simply activate your new computer by looking up the detailed steps given below:

  • Connect your flash drive to the new computer first, being careful to prevent the tool from starting automatically.
  • Select Flash Drive.
  • Double-click the “Move QuickBooks.bat” file after that.
  • Enter your previously created password now, then click Let’s go.
  • At last, wait till the process finishes.

Tasks Required for a Full QuickBooks Setup

You will need to take extra actions in order to make QuickBooks work on your new computer  by following these steps:

  • First, you need to log in to the payment & payroll services.
  • After that sign in to Intuit Data Protect (IDP). 
  • Now, be careful to move to your new computer.
  • Finally, to avoid unanticipated issues, always make a backup of your company’s files.

Can QuickBooks be Manually Transferred?

Here are some simple procedures for manually transferring QuickBooks to a new computer.

  1. Simply create a backup of QuickBooks on the old computer.
  2. After that you should remove QuickBooks from your old computer.
  3. Install QuickBooks on a new PC.
  4. At last, Restore the backup of QuickBooks on the new PC.

QuickBooks Migration Tool Not Working

There are times when you are unable to QuickBooks migration tool on your system. This error generally occurs when the internet connection is weak or you are migrating data between incompatible systems. 

To fix the QuickBooks migration tool not working issue, you can try the following fixes:

  • Download and install all Windows updates on the system.
  • Upgrade your system when required.
  • Run Quick Fix My Program via QuickBooks Tool Hub.
  • Verify or rebuild data utilities.
  • Update QuickBooks.

Last Say

We hoped that the QuickBooks Migrator Tool material in this blog would assist you in transferring QuickBooks to your new computer. You must therefore prevent them and ensure that data security is not compromised. By protecting your data, our specialists will make sure to give you the best service possible.

Frequently Asked Questions (FAQs)

Q1. How do I get the QuickBooks migration tool?

Follow these steps to get the QuickBooks migration tool:

  • Using a compatible online browser, log in to QuickBooks Online.
  • Click the Get Started button on the Export Overview screen.
  • To get the migration utility, click the Download tool button.

Q2. How can I move my old QuickBooks desktop data to my new one?

Here are the steps that help you to move data from old QuickBooks to new:

  • Click the Tools button in the top right after logging into the new account.
  • Select Import Data from the Tools menu.
  • Search the data you want to import.
  • Click Browse.
  • At last, press the Next button to finish.

Q3. How long does it take to migrate data from QuickBooks desktop to online?

The time it takes to migrate data from QuickBooks desktop to online will depend on the type and volume of data you wish to transfer. 

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