How to Use QuickBooks Migration Tool in Quickbooks Desktop and Online?

Published by James Anderson on

Quickbooks migration tool

The QuickBooks Migration Tool is a feature in QuickBooks that lets users transfer data quickly. You can easily find this feature on QuickBooks online and in the enterprise. In addition, you can manually move the company files on QuickBooks desktop from one computer to another.

QuickBooks Migration Tool

But, you need to understand its prerequisites before you run this feature in QuickBooks.

The QuickBooks data migration services are accessible for three different purposes:

  1. QuickBooks migration from old computer to a new computer
  2. Migration from QuickBooks desktop to online
  3. Migration on QuickBooks enterprise

But, the QuickBooks data migration tool may not transfer entire data from an old to a new computer. Hence, learn which data transfers or not in the blog and see the trick to transfer them automatically.

Points to Ponder about QuickBooks Migration Tool

Following are the essential conditions, you must adhere to run the QuickBooks migration data tool on your system.

  • First, log in as the administrator, or it’ll ask for admin permission before running the tool.
  • Create a strong password and note it somewhere, so you don’t lose it.
  • Keep the password noted with you. You will be required to enter the QuickBooks password once only.
  • QuickBooks Migration Tool lets you access the lastly opened three company files.
  • QuickBooks Migration Tool downloads the latest version of QuickBooks to your new computer.
  • The tool automatically sets up the files when installing QuickBooks.
  • You don’t have to worry about your flash drive and other files. They get erased after transferring automatically.

Prior to Run Migration, Do Check These Points

You must have a strong Internet connection when using the QuickBooks Migration Tool. Next, you should have a USB Flash Drive to store the company files. Lastly, enough space to store the data.

Does QuickBooks Migration Tool Transfer Entire Data?

No, QuickBooks Online migration tool transfers only necessary data. Majorly which is required to run the tool. Thus, you can read the list and learn what this tool transfers and what does not!

Data Transfers on Your New Computer:

  • Data important to install the QuickBooks on the new computer
  • Your current QuickBooks desktop version
  • The last three files accessed before running the QuickBooks data migration tool
  • Quickbooks files, letters. Forums and custom template
  • Schedule and memorize reports and local attachments
  • Printer settings (PrintEng.ini, wpr.ini, and QBPrint)
  • Spell Checker (spell.ini and UserDictonary.tlx)
  • Financial Statement Designer (FSD clients and FSD data)
  • Cash Flow Projector (.cfp)
  • Business Planner (.bpw) and Loan Manager (.lmr)
  • Statement writer with Quickbooks Accountant Version
  • Advanced reports for Quickbooks Enterprise users

Data Doesn’t Transfer on Your New Computer:

  • It won’t copy the multi-user setup. Thus, you reinstall it once the process is completed.
  • Quickbooks migration data tool logout from your bank when transferred to the new computer. This is to maintain privacy and security. Thus, to access the Quickbooks bank feed account and its details, you need to log in after setting up QuickBooks.
  • The tool doesn’t transfer all files except the last three files accessed in QuickBooks. But, you can get the other files by uninstalling the Intuit Data Protect (IDP) from your old computer. Then, configure the IDP on your new computer.

However, if you don’t have an Updated IDP, you will have to transfer the files manually.

Configure QuickBooks Migration Tool on Your Old and New Computer

Follow the steps below to migrate the company files from your old computer to the new computer.

Configure Migration Tool on Your Old Computer

  • Launch your QuickBooks.
  • Head to the File menu to select utilities.
  • Now, choose Move Quickbooks to Another Computer
  • Then, tap the I’m Ready
  • It may ask you to create a one-time password.
  • Follow the instructions and choose your USB flash drive from the menu.
  • Wait for the files to get copied.

Configure Migration Tool on Your New Computer

Please remember that the data migration tool won’t open automatically for security reasons.

  • Connect the USB flash drive.
  • Launch the flash drive and see its files.
  • Open the file bat to run the migrator.
  • Enter your one-time password and then select Let’s go.
  • Wait until the process is completed.

You may have to wait longer if your computer and Internet speed are slow along with the file size.

Quickbooks migrator tool doesn’t open?

If your migrator tool cannot launch after selecting the file, check your windows 10 updates. Besides that, the transferred files don’t get deleted from the old computer. Hence, please change the file’s name on your old computer to avoid any confusion.

What to Do After Transferring Data to a New Computer?

  1. As mentioned above, it doesn’t carry all data or passwords to the new computer for security reasons. You must log in to the Payroll and Payment services and Intuit Data Protect.
  2. Further, you will also have to schedule your backup Quickbooks desktop. Also, create a backup of your company files on your new computer. You can also use the steps below:
  • Go to the File menu and choose the Backup Data
  • Then, choose a backup location. You can select the Default location or Specify an alternate location.
  • Click the Backup
  • Tap Finish when completed.
  1. Lastly, manually transfers additional files that didn’t come when migrating QuickBooks.

Transfer Quickbooks Desktop File to Quickbooks Online

Please remember that the file size and target limit are two different things here. The file size can be anything but the target limit should exceed fo these QuickBooks Download versions:

  • Quickbooks desktop enterprise 2021 with the latest release: 750,000
  • Quickbooks desktop pro and premier 2021 with the latest release: 750,000
  • Quickbooks desktop enterprise 2020 and older: 350,000
  • Quickbooks desktop pro and premier 2018 and older: 350,000

An advantage of QB Online is that the Quickbooks Online Migration tool is a feature. Thus, you can easily access it.

1. Quickbooks Desktop Pro or Premier

  1. Log in to the company file you want to import with admin access.
  2. Head to the company
  3. Select Export Company File to QuickBooks Online.
  4. Again login with admin access to your QuickBooks online company.
  5. Then, select Choose an online company.
    1. Select the company file you wish to replace with your company file.
  6. Tap continue.
  7. When tracking inventory in QuickBooks desktop:

a. Select Yes – to bring it online and also enter the as of the date

b. Select No – to set up new items in the QuickBooks online.

  1. Type Agree in the text field and then choose Replace.
  2. Click Yes, go ahead and replace the data.
  3. Tap Replace.

2. Quickbooks Desktop Enterprise

Are you using Quickbooks’ advanced features? Then, please start it over or fresh.

  1. Log in as the administrator of the desktop Quickbooks company file you wish to move.
  2. Press Ctrl + 1 to see the Product Information window.
  3. Now, press Ctrl + B + Q
  4. Tap Ok, and it’ll display the export window.
  5. Now, login to your QuickBooks Online company as an admin.
  6. Select Choose Online Company.
  7. Now, select the company you wish to replace.
  8. Tap continue.
  9. When tracking inventory in QuickBooks desktop:
    1. Select Yes – to bring it online and also enter the as of date.
    2. Select No – to set up new items in the QuickBooks online.
  10. Type Agree in the text field and then choose Replace.
  11. Click Yes, go ahead and replace the data.
  12. Tap Replace.

Winding Up

We hope the QuickBooks Migration Tool guide helps you understand the process. The steps are simple but read them carefully. Further, dial our number if you’re stuck at any stage or need help or suggestions. You can drop your query, and our Quickbooks customer service expert will connect with you.

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