Data Migration - QuickBooks (2024)

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$1 /month for 3 months

for 3 months

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1 € /MÊS DURANTE 3 MESES

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€1 /MONAT FÜR 3 MONATE

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RM5 /month for 3 months

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R23 /month for 3 months

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$1 /月 3か月間、

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$1 /month for 6 months

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for 6 months When purchased in bundles of 5

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€1 /month for 6 months

for 6 months When purchased in bundles of 5

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Cyber
Monday
Sale

HK$8 /month for 6 months

for 6 months When purchased in bundles of 5

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Cyber
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RM5 /month for 6 months

for 6 months When purchased in bundles of 5

Start fresh this new year
with QuickBooks Online

$1 /monthfor 3 months

Start fresh this new year
with QuickBooks Online

$1 /monthfor 3 months

$1/month
for 3 months

$1/month
for 6 months

When purchased in bundles of 5

50 %off for 3 months

50 %off for 12 months

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50 %descuento por 3 meses

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50 %Ottieni il per 3 mesi

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Ganhe 50 % por 3 meses

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50 %rabatt für 3 Monate

  • Rechnungen
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50 %オフ 3 か月間

  • 請求書
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50 %할인 3개월간

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' + t + "

" ); }), (pbis_banner_countdown_el.innerHTML = pbis_countdown_html.join("")); let pbis_countdowndate = new Date( pbis_banner.dataset.end + " 23:59:59" ).getTime(); let now2 = new Date().getTime(), distance2 = pbis_countdowndate - now2; pbis_countdowndate && distance2 > 0 ? setInterval( (function pbis_countdown_timer() { let now = new Date().getTime(), distance = pbis_countdowndate - now, days = Math.floor(distance / 864e5), hours = Math.floor((distance % 864e5) / 36e5), mins = Math.floor((distance % 36e5) / 6e4), secs = Math.floor((distance % 6e4) / 1e3); return ( pbis_countdown_translations.global.forEach((title) => { pbis_banner.querySelector( '.pbis_banner__countdown-item[data-interval="' + title + '"] .pbis_banner__countdown-number' ).innerHTML = (eval(title) > 0 ? eval(title) : 0); }), pbis_countdown_timer ); })(), 1e3 ) : (pbis_debug && console.log("invalid countdownStart"), pbis_banner_countdown_el.remove()); } else pbis_debug && console.log("countdownStart not yet reached"), pbis_banner_countdown_el.remove(); } else pbis_debug && console.log("pbis banner has no countdown"); } if (pbis_banner) { /* translations start */ if(pbis_banner.dataset.translation){ let pbis_translations = eval(""+pbis_banner.dataset.translation+""); if(pbis_translations){ for(let pbis_translation in pbis_translations){ let pbis_translated = pbis_translations[pbis_translation][pbis_geo]; if(pbis_translated && pbis_translated != '') pbis_banner.innerHTML = pbis_banner.innerHTML.replaceAll(pbis_translation, pbis_translated); }; }; }; pbis_banner.dataset.geo_displayed = pbis_geo; /* translations end */ console.log("pbis_banner:"), console.log(pbis_banner), (pbis_banner.innerHTML = pbis_banner.innerHTML.replace( /{geo}/g, pbis_geo || "global" )), (pbis_banner.style.display = "flex"), document.body.classList.add("pbis_active"), pbis_set_banner_height(); let navHeight = 80; document.head.insertAdjacentHTML( "beforeend", '

' ); } else pbis_debug && console.log("no pbis banner found"); }), window.addEventListener("resize", pbis_set_banner_height), document.addEventListener("DOMContentLoaded", pbis_load_json); // sticky/expanded capabilities, to be added into main JS window.addEventListener("scroll", pbis_expanded_check); function pbis_expanded_check() { if (pbis_banner) { let pbis_classBefore = pbis_banner.classList.value; pbis_banner.classList.toggle("pbis_banner--sticky", window.scrollY > 5); if (pbis_banner.classList != pbis_classBefore) pbis_set_banner_height(); } }

Switch to QuickBooks Online

Import your data from Excel, Reckon, MYOB or Xero1

Learn more

Data Migration - QuickBooks (50)

Switch to QuickBooks OnlineFeaturesHow it WorksPlans and PricingMigrate Your DataFAQs

Moving to QuickBooks Online is easy

Changing the way you manage your business can seem like a big step. That’s why we make it easy to make the switch to QuickBooks.

Find the freedom and flexibility you need to run your business anytime, anywhere. Import your data from Excel, Reckon, MYOB or Xero using CSV files.

Already a QuickBooks Online customer? Learn how to migrate your data

QuickBooks Online helps you spend more time running your business

Data Migration - QuickBooks (51)
Work from anywhere

Run reports, send invoices, organise expenses, and more from any device - PC, Mac, tablet, or phone.

Data Migration - QuickBooks (52)
Keep current

From new tax rates to new features, you get all the latest updates without lifting a finger.

Data Migration - QuickBooks (53)
Capture receipts on your phone

Snap a photo of your receipt and attach it to any transaction using the QuickBooks mobile app.

Data Migration - QuickBooks (54)
Backup data automatically

Every time you make a change, we back it up instantly. So you don’t have to.

Data Migration - QuickBooks (55)
Share books with your accountant

Your accountant can access your books remotely to help you keep on track and ready for tax time.

Data Migration - QuickBooks (56)
Do less data entry

We’ll automatically download and organise your bank and credit card transactions.2

Data Migration - QuickBooks (57)
Migration from QuickBooks Desktop took no time at all. I went from spending a few hours a week figuring out my accounts, to no more than 30-45 minutes every week."

Switch to QuickBooks Online in three easy steps.

Sign up for QuickBooks Online and transfer your financial data via CSV for free. Whether it’s a customer list, transaction history, or chart of accounts, we’ll help you make sure your important information is ready for you in QuickBooks Online. Our dedicated support team helps to make your transition seamless.

Data Migration - QuickBooks (58)
1. Choose a plan

Sign up for QuickBooks Online Simple Start, Essentials or Plus.

Data Migration - QuickBooks (59)
2. Upload your data

Import your Bank Data,Customers, Suppliers, Chart of Accounts, Products and Services, Invoices and Bills in CSV format.

Data Migration - QuickBooks (60)
3. Review

Review the imported data, reconcile transactions, and complete the migration process.

Already a QuickBooks Online customer? Learn how to migrate your data.

Want it done for you?

If you’d like your data imported for you, QuickBooks Online offers several options, including Apps like SaasAnt*

Visit the QuickBooks Online App Center to learn more.

*Additional fees apply for this service.

Buy Now and save 50% off QuickBooks.

Or, sign up for a Free 30-Day Trial without a credit card.

Simple Start

Budget-friendly for new micro businesses and self-employed

US$1890

US$105/MONTH

Save $17 for 3 months*

Essentials

Value for money for your growing business

US$2835

US$105/MONTH

Save $26 for 3 months*

Plus

Feature-packed for established business to thrive

US$3990

US$105/MONTH

Save $37 for 3 months*

It's free, quick and easy to move your data.

For a limited time only, we'll take care of transferring your existing data to QuickBooks Online for free1. All your transactions can be automatically transferred without the need for any manual input. So you can pick up exactly where you left off - quickly and effortlessly.

Frequently Asked Questions

Below you can find a few frequently asked questions regarding moving to QuickBooks Online.

It's easy. If you've been using Excel templates or Excel invoicing to keep track of your finances, Quickbooks can import the files for you. Our free invoice template means you'll never need to use an Excel invoice again!

QuickBooks uses the same grade of data encryption as your online banking. In order to connect your bank account to QuickBooks you’ll need to authorise this using your bank's security credentials so you can be confident we’ve got you covered.

QuickBooks allows you to import bank statements directly from your bank. You can also import CSV files containing sales and purchase invoices containing tax and multiple currencies, customers, suppliers, products and services that you sell and your chart of accounts.

Bank statement data can be in CSV, QFX, QBO or OFX format. Most online banking platforms allow you to download statement data in CSV format. Other data imported into QuickBooks must be in CSV format. For the fastest, smoothest experience we recommend you use the templates provided in QuickBooks.

      1. Online services vary by participating financial institutions or other parties and may be subject to application approval, additional terms, conditions, and fees.

Speak to sales 800035703102

Data Migration - QuickBooks (65)

Data Migration - QuickBooks (66)

© 2022 Intuit Limited.

All rights reserved. Terms and conditions, features, support, pricing, and service options subject to change without notice.

As an expert in small business accounting and cloud-based accounting solutions, I have a comprehensive understanding of the various concepts mentioned in the provided article. My knowledge extends beyond the surface level, allowing me to delve into the intricacies of each element. Let's break down the key concepts highlighted in the article related to QuickBooks Online:

  1. Small Business Features:

    • QuickBooks Online is positioned as a solution tailored for small businesses, offering features designed to streamline financial processes.
  2. Bank Feeds:

    • This refers to the capability of QuickBooks Online to connect directly to bank accounts, enabling automatic download and organization of bank and credit card transactions.
  3. Cloud Accounting:

    • The emphasis on "cloud accounting" highlights QuickBooks Online's cloud-based nature, allowing users to access and manage their financial data from anywhere, using various devices such as PCs, Macs, tablets, and phones.
  4. Invoicing:

    • QuickBooks Online facilitates the creation and management of invoices. Users can generate and send invoices, helping businesses maintain a professional and efficient invoicing process.
  5. Project Profitability:

    • The mention of project profitability indicates that QuickBooks Online provides tools for businesses to assess and track the financial performance of individual projects.
  6. Accounting Reports:

    • QuickBooks Online offers a range of accounting reports, providing users with valuable insights into their financial data. These reports can cover aspects such as income, expenses, and profitability.
  7. Inventory Management:

    • Businesses can use QuickBooks Online for inventory management, keeping track of stock levels, sales, and reordering processes.
  8. Connect Your Apps:

    • QuickBooks Online supports integration with other business applications, allowing users to connect their apps and streamline workflows.
  9. Expense Tracker:

    • The expense tracking feature in QuickBooks Online enables businesses to monitor and categorize their expenses efficiently.
  10. Mobile Accounting App:

    • QuickBooks Online offers a mobile app, enabling users to manage their accounting tasks on the go through smartphones or tablets.
  11. Switch to QuickBooks Online:

    • This call-to-action encourages businesses to transition to QuickBooks Online, emphasizing the benefits of the platform.
  12. Plans & Pricing:

    • QuickBooks Online provides various subscription plans with different features and pricing options to cater to the diverse needs of small businesses.

The inclusion of international phone numbers and language-specific pricing demonstrates QuickBooks Online's global reach and adaptability to different regions and languages. The article also promotes a Cyber Monday Sale, showcasing the platform's commitment to providing cost-effective solutions.

In conclusion, QuickBooks Online emerges as a comprehensive accounting solution for small businesses, offering a suite of features, cloud accessibility, and competitive pricing to enhance financial management efficiency.

Data Migration - QuickBooks (2024)

FAQs

What is QuickBooks data migration? ›

QuickBooks data migration is the process of transferring financial data, including company files, transactions, customer information, vendor details, and balances, from one version or platform of QuickBooks to another.

What are the 3 primary ways to migrate data to QuickBooks Online? ›

3 ways to migrate client data to QBO
  • Manually enter the information.
  • Use IIF files.
  • Use service of a conversion expert.

How do I transfer data from old QuickBooks to new? ›

Backup and Restore

It is the most common and recommended data transfer from one QuickBooks Desktop to another. To use this feature, you need to: Navigate to File > Backup Company > Create Local Backup or File > Open or Restore Company > Restore a Backup Copy in QuickBooks Desktop.

What is the easiest way to migrate data from QuickBooks desktop to QuickBooks Online? ›

How to migrate your data
  1. In QuickBooks Desktop, log in as an admin to the company file you need to import.
  2. Go to the Company menu, then select Export Company File to QuickBooks Online.
  3. Select Get started.
  4. Click Select destination, then sign in to your QuickBooks Online account.
Dec 8, 2023

How long does QuickBooks migration take? ›

90% of conversions are processed in under 12.5 minutes. 100% are completed in 72 hours. Typically completed within 45 minutes. Data is held in secure AWS servers during migration and destroyed once your conversion is approved.

How long does QuickBooks migration tool take? ›

How long will it take to import my data? We will aim to complete your conversion within two to four working days of receiving your data file, although it is often much faster than that.

What doesn t migrate to QuickBooks Online? ›

You cannot import non-Intuit accounting software company files. If you need to import company data from a non-Intuit product, you'll need to work with Intuit's full-service team. You cannot directly import accounting data stored in spreadsheet files.

Is QuickBooks desktop being phased out? ›

Your access to QuickBooks Desktop Payroll, Desktop Payments, live technical support, Online Backup, Online Banking, and other services through QuickBooks Desktop 2021 software will be discontinued after May 31, 2024. This also means you won't receive critical security updates protecting your data starting June 1, 2024.

How long does it take to move QuickBooks desktop to online? ›

The migration to QuickBooks Online takes about 30 minutes to complete. Make sure to keep QuickBooks Desktop running until the migration is done.

What is data migration in accounting? ›

The process of transferring data from one data storage system to another and also between data formats and applications. Over 1.8 million professionals use CFI to learn accounting, financial analysis, modeling and more.

Why would QuickBooks migration fail? ›

The error may occur for a few reasons. These include trying to transfer unsupported file types using the QuickBooks Migration Tool, damage to files related to the Migration Tool, not meeting the minimum system requirements, system-related issues, or using outdated versions of QuickBooks or the Windows Operating System.

What types of information will not migrate to QuickBooks Online? ›

QuickBooks Online currently doesn't support custom fields on customers, suppliers, employees or items, so they do not convert. In QuickBooks Online Essentials and Plus, you can add up to three custom fields on sales forms and transactions themselves.

How long does it take to migrate data from QuickBooks desktop to QuickBooks Online? ›

Learn about importing data to QuickBooks Online

The migration to QuickBooks Online takes about 30 minutes to complete. Make sure to keep QuickBooks Desktop running until the migration is done.

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