Search for blank lines or blank fields that may cause issues during import. Additional cleanup of your data may be necessary in Excel before importing. It is suggested to review your exported data in Excel before proceeding. Be sure to use file names for your exported files that allow you to know exactly what the data and date range is that is included in the file. If the amount of data to export is large, then you may need to export the data in smaller batches such as a year at a time or even month by month. The reports are not necessary to be exported. Export all QuickBooks list items and transactions that you need to migrate to the new QuickBooks company. Now you are ready to export your data using Transaction Pro Exporter. (Remember: with QuickBooks Online, deleting them only makes them inactive.) Next, review your open Accounts Payable and Accounts Receivable and make sure that they are valid and correct any payments that have not been applied correctly. You may use Transaction Pro Importer to make them inactive or use Transaction Pro Deleter to remove them completely if they do not have transactions linked to them. Review all the lists in QuickBooks (Vendors, Customer, General Ledger Accounts, Inventory Items, etc.) and set the status of any that are not needed in the new company file inactive. If migrating data from a QuickBooks Online company file, this step is not necessary. These utilities can be found under the FILE > UTILITIES menu in QuickBooks. If the data is to be migrated from a QuickBooks Desktop company file, a good starting point is to run the utilities VERIFY DATA and REBUILD DATA. You should ensure the data to be imported into the new company file is as clean as possible. No matter the reason, Transaction Pro can help make the process easier.īefore beginning the data migration, it is always best to make a fresh backup of the current QuickBooks company file. Some examples of when data migration is necessary is starting a completely new company due to a buyout or merger, your QuickBooks data file has grown too large or is corrupted, or moving from QuickBooks Desktop to Online or vice versa. Contact us today for more information.Migrating data from one QuickBooks company file to another QuickBooks company file is easy with Transaction Pro, for both the desktop and online versions. has experts to guide you in choosing the right version for your needs and implementing it within your organization. Transaction Pro has the capabilities of saving your company time and money by easing the input and output of information within QuickBooks. Transaction Pro Exporter enables users to export a spreadsheet using QuickBooks data, create a list of clients’ addresses to use when mailing out flyers, or export a list of invoices that need to be reviewed. It works seamlessly with QuickBooks to match the appropriate fields with the corresponding data and input that information accurately. Transaction Pro Importer allows users to enter a large amount of data easily and accurately in very little time. There is even a web-based version that integrates with QuickBooks online and does not require a download. For QuickBooks Online, there is an Importer and an Exporter. For QuickBooks Desktop, there is an Importer, an Exporter, and a Deleter. Transaction Pro comes in several versions, depending on your company’s needs. Transaction Pro offers a solution to these types of processes. How many hours would that take? How many entries would have to be reviewed for data entry errors? On the flip side, there are times when there is a need to retrieve a list of clients or items for another use. There are occasions when it is necessary to input a lot of information into QuickBooks at one time.
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