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Quickbooks desktop migration tool |
How to Transfer QuickBooks Desktop to Another Computer
Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support. This extension makes it easy to migrate customers, vendors, items, and accounts from QuickBooks to Business Central. If your business uses QuickBooks today, you can export the relevant information and then open an assisted setup guide to upload the data to Business Central.
We migrate only full amounts on sales and purchase documents. We do not update partially paid amounts. For example, if a customer has paid of a total of dollars on a sales invoice, we migrate the full If you have received partial payments, you must update these manually, either before or after you migrate data. We recommend that you apply outstanding transactions before you migrate, just to make things easier afterward.
An important part of the migration process is to specify the accounts to migrate transactions to. It's a good idea to plan this mapping before you migrate data.
For example, the accounts where you post transactions for:. Business Central requires that general ledger accounts have account numbers assigned to them. Make sure that account numbers are assigned to your accounts in QuickBooks.
If transactions in QuickBooks have tax amounts, you must set up a tax account for your tax jurisdictions in Business Central before you can post transactions. In order to get your data out of the QuickBooks desktop application you will need to download the Microsoft Data Exporter Tool.
The tool will connect to your QuickBooks application and export the applicable data to a. The QuickBooks Data Migration extension is installed and ready to go as an integrated part of the Data Migration assisted setup guide. If you are ready to get started now, and have exported your data from QuickBooks, choose the icon, enter Assisted Setup , and then choose the related link.
Choose Migrate business data , and then follow the steps in the guide. After you migrate data, transactions have the status Unposted, so you can review them and make adjustments. To review the transactions, go to the page where you would normally find them. For example, to review unposted sales invoices, go to the Sales Invoices page. To review payment journals, go to the Payment Journals page. There are a few things in particular that you should do: If the transactions in QuickBooks had markup or discount amounts, you must manually add the amounts to the related transactions in Business Central before you post them.
If you are using value added tax VAT , you may need to add a business posting group and a product posting group to the posting setup so that you can post VAT amounts. Verify the beginning balances for accounts in the general ledger.
QuickBooks does not store the current balance for all accounts, so you might need to correct beginning balances. Find free e-learning modules for Business Central here. We want to learn more about how people use Microsoft's custom Help toolkit. Skip to main content. This browser is no longer supported. Table of contents Exit focus mode.
Table of contents. Note Currently the data exporter tool only works with QuickBooks and Submit and view feedback for This product This page. View all page feedback. In this article.
Quickbooks desktop migration tool. Move or reinstall QuickBooks Desktop to another computer
Normally, downloading the migration tool is automatic once you launch the tool to install it. You'll just have to make sure that you're using Internet Explorer 11 as your browser for QuickBooks Desktop latest version. Once done, you can sign in to QuickBooks Online and download the migration tool successfully. To do that, follow the steps below:. Additionally, for more topics that you can browse, I've added these articles for your guide: QuickBooks Desktop Help Articles.
Thank you Maria! I had no problem downloading the migration tool. I went through the whole process of "Step 2" no problems. But numbers 4. I have not received an email with the migration confirmation. So I can't go any further I want to ensure you can get your file converted, erogers1.
Depending on the size of your company file, it can sometimes take a while to receive the confirmation email.
If you're still not seeing it, the confirmation might be in the junk or spam folder. If you can't find the email, you can double-check if the data is ready to download by going back to the Export Overview page. After that, you can run the migration tool. Know that there are limitations when you convert your file. That includes the audit log, estimates, and recurring transactions. Once done, I'd recommend running the Profit and Loss and Balance Sheet reports to ensure that you transferred your data correctly.
To verify your reports in both products, filter the date period to All Dates and the accounting method to Accrual. If you'd like an agent to look at this with you, you can reach out to our Customer Care Team support. They can help with the migration process if the data didn't move over.
For more details about our support availability, refer to this article: Contact Support. Be sure to tap me if you need further assistance with the conversion process. I'm always around to help. Have a great day. By clicking "Continue", you will leave the community and be taken to that site instead. Enter a search word. Turn off suggestions.
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Join now. It's been more than 24 hours Level 1. I am moving from online to desktop, downloaded the migration tool, etc but never got the email confirmation so can't move forward.
Online to desktop migration. Labels: QuickBooks Online. Reply Join the conversation. QuickBooks Team. Let's make sure you'll be able to migrate your data from online to desktop, erogers1. To do that, follow the steps below: Sign in to the QuickBooks Online account you want to convert using a supported web browser. Use your Intuit Account credentials. Then select Enter on your keyboard. Other support task links won't work during this process. You'll see an Export Overview Window. Read the Export Overview.
You can print out it if you'd like. Select Get Started. Select Download tool to download the QuickBooks Desktop migration tool. Once you download the tool, launch the tool to install it and select Next. Accept the terms in the license agreement and select Next. Select Complete as the type of setup, then Next. Select Install , then Finish. Reach out to us if you have any concerns about the conversion.
We're here to help you. Enter the Name and email address you want the migration confirmation email sent to and select Continue. Select Close on the email confirmation screen to go back to your QBO file. Wait for your email confirmation. The email may take some time. It depends on the amount of data you migrate. If you'll see a message "You already have a file to download," select Continue to Download.
If QuickBooks prompts you to save the file, choose a location easy to find, like your desktop and select Continue. If you have a company open, go to File and select Close company. View your reports to compare your data before and after the export. Here's how: Click the? Help icon in the upper right-hand corner of the Dashboard.
Select Talk to a Human. Enter a short description of your concern and press Enter. Click I still need a human. Select Contact Us to connect with our live support. Choose Get a callback. How to move data from online to desktop. Forwarding receipts to qbodocs.
Moving QB desktop to server. Welcome back to another handy resource guide from Kiala all about quarterly Read more. Welcome back to Quick help with QuickBooks.
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