QuickBooks Data Conversion Services
With our experience in converting thousands of accounts from various platforms to QuickBooks, we’re here to make your conversion to QuickBooks smooth and hassle-free. Get a dedicated expert with industry knowledge, training services, regular follow-ups and much more.
Switch to QuickBooks in Few Easy Steps:
QuickBooks Data Conversion migrates your financial data from any program to QuickBooks, including Sage, MS Accounting Office. Also migrate your data within different versions of QuickBooks Premier/ Pro/ Enterprise.
Sign up for QuickBooks Online or Desktop, and we’ll help you move your financial data. Whether it’s your customer list, transaction history, or chart of accounts, our support team will make sure the switch is easy for you.
If your current accounting system is not compatible with QuickBooks, no worries! Connect with our expert team.
Dedicated QuickBooks data conversion professionals who will understand your problem, identify which QuickBooks Products you want.
Experts will collaborate with you to create a phased conversion plan ensuring data security and privacy.
We hire full-time programmers to supervise exporting, cleaning, and importing your historical data.
After the conversion, your team will get proper training on the new system.
Get help framing-up effective procedures that allow you to make the most of your new system.
Checklist: Before QuickBooks Data Migration Process
Analyze and match your needs with QuickBooks Online features.
QB Online version has limited features, while the software has some advanced features like Complex Sales Ordering, Batch Transaction Processing, Advanced Inventory, or the Average Cost for Inventory etc.
Follow strict character limitations in QuickBooks Online. So in case your files don’t adhere to the QuickBooks Online naming standards, immediately rename them.
Use QuickBooks Desktop version 2016 or later before converting your company file. Download the most recent version and update your information for previous versions.
However, if you don’t know which QuickBooks Desktop version you are currently working on, open QB Desktop and hold down F2 or Ctrl + 1 keys on your keyboard. You will be directed to the Product Information Window. Herein, select Update Now from the Help menu to update QuickBooks Desktop to the newest version.
Verify that you run your payroll data and reports in advance, as the payroll data may or may not convert automatically.
Once you create a QB Online account, then from the date of creation of the account, you have 60 days to avail of “database conversion services” to convert your files from your desktop. In case you won’t be able to convert within the first 60 days, you’ll have to close the QB Online account you made and create a new one.
You must fix any errors in your QB Desktop inventory before proceeding further with QuickBooks conversion. It will prevent you from data loss.
Benefits of Using QuickBooks Data Migration Services
System Requirements for a Successful Data Migration
With QB Data Migration: Do More!
QuickBooks Data Conversion allows you to easily create and customize invoices and other sales documents.
Connect other users to the QuickBooks Online account and give them controlled access.
It is compatible with Mac and Windows environments, making it easy-to-use software.
You can start working right away with our QB Data Conversion services team; it does not have a steep learning curve.
QuickBooks Data Conversion from Various Accounting Software
How We Help You Migrate To QuickBooks
Switching your accounting or ERP system can be a bit overwhelming, even if you’re just making conversion between different QuickBooks products.
Running your business for an extended period? You’ve probably accumulated a bunch of data, and your current system may not sync perfectly with QuickBooks.
But no worries about getting lost in confusing QuickBooks conversion tools – we’ve got it covered. Our QB experts will smoothly and securely move all of your data to QuickBooks from your current accounting software.
When you partner with eBetterBooks, you’ll have your own QuickBooks data conversion expert. Our experts will assess your situation, determine the required QuickBooks products, and work with you through a step-by-step process, such as exporting, cleaning, and importing your old data to the new QuickBooks version.
Determine Products Needed
The QuickBooks Conversion Expert at eBetterBooks will take the time to analyze about your business and your current system. We'll figure out exactly what your team needs from an accounting system and choose the right QuickBooks products for you. This might include QuickBooks Enterprise, Payroll, Mac, or Point-of-Sale System.
Template File Setup
We will analyze and make QuickBooks a perfect fit for your business. During this process, you may need to enter data in both your old system and the new QuickBooks file for a short period. We'll be moving over important info like Accounts Receivable, Accounts Payable, profit and loss, monthly balance sheets, and any other data needed for QuickBooks.
Go Live & Train Your Team
It's important to train your team to ensure a smooth migration to the new QuickBooks software. We'll provide training sessions to make sure your team is familiar with the new system. We are committed to helping all of our valuable QuickBooks client in succeeding.
Close and Review The Books
This process helps us find out if there's any other important data or reports you need for your business. Sometimes, we only realize what's crucial when we can't access it anymore. We'll double-check thoroughly to make sure we've brought in everything you need. If there are more files to move, we'll make sure to get them over from your old system to QuickBooks.
Follow Up & Maintenance
After a month of using QuickBooks, we'll check in to see how things are going. If you face any issues, we'll fix them. Our experts will also retrieve any missing data from your old system.
eBetterBooks for Faster QuickBooks Data Migration
QuickBooks or ERP, get Customized Solution from eBetterBooks
Experts at eBetterBooks specialize in tailoring QuickBooks and ERP systems to meet the specific requirements of each industry, whether you own a small retail store, manage an international manufacturing business, a residential construction company, a law firm, etc. Our several years of experience helps to adapt the software to your needs. We provide the assistance in following sectors:
- Accounting & Finance
- Agriculture
- Advertising & Marketing
- Biotech & Pharmaceuticals
- Computer Software
- Construction & Contracting
- Computer / IT Services
- Distribution & Wholesale
- Education
- eCommerce
- Engineering
- Energy / Utilities
- Government
- General Business
- Healthcare / Medical
- Health & Beauty
- Insurance
- Logistics / Transportation
- Legal
- Media / Publishing
- Manufacturing
- Nonprofit
- Professional Services
- Restaurant / Hospitality
- Retail
- Real Estate
- Telecommunications
Frequently Asked Questions
How to Open a QuickBooks File in Excel?
Follow the steps below to open QuickBooks file in Excel:
- First, open QuickBooks.
- Now, click on the drop-down menu.
- Then, right-click on the QBW file that you want to open .
- Lastly, select the File in Excel option to convert the QuickBooks file into Excel file.
Can QuickBooks Integrate with Excel?
No, Excel data can be converted to QuickBooks using the conversion tools available, allowing users to transition their financial records seamlessly. Although, it is important to note that Excel does not directly integrate with QuickBooks.
Can I Scan My Invoices into QuickBooks?
Yes, QuickBooks Scan Manager let you scan receipts and documents and add them to your invoices, bills, sales receipts and other transactions.
How Can I Import My Excel Bills into QuickBooks?
Follow the steps below to import Excel Bills into QuickBooks:
- First, select the Upload File menu options and then upload your file.
- Now, select the spreadsheet which contains the bills that you want to export.
- Then, choose the QuickBooks entity as Bills.
- Lastly, set up the mapping of the columns in your bills import file to the corresponding fields in QuickBooks.
How Do I Convert an Old Quickbooks File to the New Version?
To convert an old QuickBooks file to a new version, follow these steps:
1. Prepare the Old File
- Use your latest QuickBooks and the company file you need to update right now.
- Press F2 to access the Product Information window and indicate the file’s location.
- Move any files that are hosted on a server to the storage on your local hard drive.
2. Update the File in the New Version
- Start the new incarnation of QuickBooks.
- Access File, then choose either Restore Company or Open a company file.
- Open (QBW) or restore a backup (QBB) file.
- Log in as the admin to change the file.
- Before initiating updates, QuickBooks will automatically generate a backup for you.
- Select Update Now, then Done.
If you have trouble updating, fix the problem by reverting to the backup and trying again. Once you have filled out the file, you can move it back to the server if necessary.
How Can EBetterBooks Help with QuickBooks to Sage Intacct ERP Migration?
EBetterBooks ensures a smooth and secure migration from QuickBooks to Sage Intacct by offering:
- Tailored Migration Plan: EBetterBooks creates a unique strategy suited to your business needs without disrupting your daily operations.
- Data Cleanup and Transfer: EBetterBooks extracts, purifies, and securely delivers your data, ensuring its accuracy.
- Seamless Data Mapping: EBetterBooks thoughtfully translates your QuickBooks data into Sage Intacct, so there is no loss.
- Testing and Validation: EBetterBooks implements tests prior to its launch to make certain that everything works properly.
- System Setup: Sage Intacct is configured by EBetterBooks to suit your business processes involving workflows and reports.
- Training and Support: Train your team on Sage Intacct and provide them with ongoing support following the migration.
Your transition is made easy and free of stress with EBetterBooks.
How Do I Convert My QuickBooks Mac File to Work on a PC?
- Navigate to File > Export > To QuickBooks for Windows in QuickBooks Mac.
- Make a backup copy of the file (with the .QBB extension).
- Open the file on your computer.
- Open QuickBooks on your PC, then restore the backup file.
Can I Add Historical Data to the QuickBooks Payroll?
Yes, you can import historical data into QuickBooks Payroll. This is beneficial if you are moving to QuickBooks Payroll mid-year and want to ensure exact year-to-date (YTD) totals for your employees.
Steps for Adding Historical Payroll Data:
- Sign in to QuickBooks Payroll and choose the Payroll tab.
- Go to Employees and choose the employee whose history data you wish to include.
- In the Employee Details section, look for the Year-to-Date (YTD) payroll information option.
- Before utilizing QuickBooks Payroll, enter each employee’s historical data for the current year, including gross pay, taxes, and deductions.
- Save the information and repeat it for each employee.