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.

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QB data conversion services eBetterBooks

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.

Icon Dedicated QuickBooks data conversion professionals who will understand your problem, identify which QuickBooks Products you want.

Icon Experts will collaborate with you to create a phased conversion plan ensuring data security and privacy.

Icon We hire full-time programmers to supervise exporting, cleaning, and importing your historical data.

Icon After the conversion, your team will get proper training on the new system.

Icon Get help framing-up effective procedures that allow you to make the most of your new system.

Checklist: Before QuickBooks Data Migration Process

1

Analyze and match your needs with QuickBooks Online features.

2

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.

3

Follow strict character limitations in QuickBooks Online. So in case your files don’t adhere to the QuickBooks Online naming standards, immediately rename them.

4

Use QuickBooks Desktop version 2016 or later before converting your company file. Download the most recent version and update your information for previous versions.

5

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.

6

Verify that you run your payroll data and reports in advance, as the payroll data may or may not convert automatically.

7

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.

8

You must fix any errors in your QB Desktop inventory before proceeding further with QuickBooks conversion. It will prevent you from data loss.

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Benefits of Using QuickBooks Data Migration Services

Benefits of QuickBooks Data Conversion Services

System Requirements for a Successful Data Migration

  • Operating System​

    Windows 8, Windows 10, Windows 11

  • Memory (RAM)

    512 MB (Minimum Required)

  • Microsoft .NET Framework

    Version 2.0 (Minimum Required)

  • Processor

    500 MHz Intel Pentium II (Minimum Required)

  • Hard Drive

    2.5 GB of Free Space (Highly Required)

  • QuickBooks Desktop

    Pro, Premier or Enterprise 2016 or Higher.

With QB Data Migration: Do More!

1

QuickBooks Data Conversion allows you to easily create and customize invoices and other sales documents.

2

Connect other users to the QuickBooks Online account and give them controlled access.

3

It is compatible with Mac and Windows environments, making it easy-to-use software.

4

You can start working right away with our QB Data Conversion services team; it does not have a steep learning curve.

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QuickBooks Data Conversion from Various Accounting Software

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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.

Phase 1.

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.

Phase 2.

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.

Phase 3.

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.

Phase 4.

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.

Phase 5.

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

Faster Conversions

You can speed up the time for the QuickBooks Data conversion, reduce time spent working on two systems at once.

Regular Training

Get you staff trained, including the leadership. Know how to use the 150+ out-of-the-box reports and generate custom reports.

Continued Support

We have an ongoing support team to troubleshoot issues and confirm your business growth with QuickBooks.

Keep your Historical Data

Comfortably and accurately migrate your historical data to the QuickBooks system.

Extend and Customize QuickBooks

We employ experienced programmers who can leverage the QuickBooks API to build modules and add-ons.

Better System Configuration

We ensure that your system is configured properly, all tables and databases are working, and your bank accounts are linked with one another.

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

FAQs

Ans. 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.

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.

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.

Yes, QuickBooks Scan Manager let you scan receipts and documents and add them to your invoices, bills, sales receipts and other transactions.