How to convert data using QuickBooks Conversion Tool?

 QuickBooks conversion tool can be used for easy conversion of data to QuickBooks. Through this tool you can convert your data from an old system to QuickBooks effortlessly. You just need to choose the QuickBooks 'version' for converting your current data and Conversion Tool will do the rest of the conversion process for you. QuickBooks conversion tool allows you to convert your company files across different programs. It allows you to convert Quicken, Sage, or other accounting software to specific QuickBooks  versions. This article encapsulates all the necessary information you need to know about the QuickBooks Conversion Tool.

 

What type of data can convert using the Conversion Tool?

Before proceeding with conversion, you need to know what type of data can convert using the QuicBooks Conversion Tool. So let us first go through the list of items that can convert using the Tool.

                    Account balances

                    Paychecks

                    Profile of the employee and other relevant information like contact details

                    Both the Customer and Vendor transactions.

                    Account, Employee, Customer, and Vendor lists

 

What type of Data cannot convert using the QuickBooks Conversion Tool?

The list of items that cannot convert using the QuickBooks Conversion Tool includes the following:

                    Fixed Assets

                    Payroll transactions and year-to-date employee info

                    Individual employee wage or deduction information

                    Work tickets

                    Closed or partially closed Sales Orders, Purchase Orders, and Estimates

 

Various Features of QuickBooks Conversion Tool:

The tool has been equipped with various features, which include:

                    Convert data into QuickBooks files without distorting system security.

                    Importing data to a new QuickBooks Company File           

                    Existing data files are not tampered with.

                    The Tool can record the conversion process by creating a log file.

System Requirements for the QuickBooks conversion tool

Before installing the QuickBooks Conversion tool, you must ensure that your system meets the minimum system requirements needed for running the utility. These include the following:

                    Operating system: Windows 10, Windows 8.1, Windows 8

                    Processor: 500 MHz Intel Pentium II

                    Memory: 512 MB

                    Hard drive: 2.5 GB free space.

                    Microsoft .NET Framework: Version 2.0

                    QuickBooks Desktop: Pro, Premier, or Enterprise 2018.

                    Sage 50: Version 2013 and above.

                    You should have the installation of the .NET 2.0 Framework.

 

How to convert data using QuickBooks Conversion tool?

You now have all the requisite information about the QuickBooks conversion tool. Let us now jump to the easy-to-follow procedure of conversion.

                    Download and Install the QuickBooks Conversion Tool.

                    Right-click on the conversion tool icon and navigate to properties.

                    Open the program in compatibility mode and choose the operating system you are using.

                    Again right-click on the icon and Run the Tool as an administrator.

                    Select one of the two options that appear on your screen, i.e., My Client Company or My own company.

                    You now need to choose the accounting software and click on Next.

                    Go for the Company file and again click on Next.

                    After choosing the QuickBooks product, go to the folder where you saved the company file.

                    Click on Next.

                    Navigate to the Conversion levels as per the list and select Next.

                    Choose the accounting preferences according to the name and date of the company. Select Next.

                    Verify the details and click on the Finish option.

 

This article provided you with an elaborate overview of the QB Conversion Tool and familiarized you with other aspects related to the Tool. We hope that the step-by-step walkthrough for data conversion using QuickBooks Conversion Tool helped you in convert your data.

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