Make the most efficient use of the ‘QuickBooks migration tool'

Make the most efficient use of the ‘QuickBooks migration tool'

QuickBooks stores a great deal of data comprising all the financial data affiliated with your firm. Users can’t spare the expense of losing this data, and hence tools such as the QuickBooks migration tool is being designed. This is a highly employed tool by QuickBooks users to transfer data from one system to another without losing any crucial files or folders. In this Blog below, you will find everything about this tool ranging from precautions to take to data that gets transferred, and that doesn’t. Read till the end to gain proficiency in using this tool.

Things to keep in mind before using the QuickBooks migration tool

Every software comes in with instructions that users need on the checklist to receive a seamless user experience. Mentioned below are a few points that are prerequisites before using this tool.

• You need to use the QuickBooks software in admin mode if you want to use this tool.
• Create a difficult password and store it securely. This password will then be required to access the data transferred in the new system.
• With this tool, you can easily copy the last three company files you accessed to the USB flash drive.
• Flash drive then physically transfers all the data, but then all the technical part of this transfer is executed by this tool.
• This tool will also transfer the latest QuickBooks version and your new system.
• The two primary requirements before using this tool are as follows.
o The system you want to transfer this data must have a stable Internet connection.
o The USB drive must have adequate space to store and transfer the data.

If you have checked all these requirements, you are good to go. None of the files will get deleted or erased, or corrupted due to this tool which is an added benefit of using it.

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Data that gets transferred

Collect all the credentials and keep them handy because the new system will ask for all these credentials. You need to enter them to avoid any errors precisely. This tool is used to transfer most of the data, such as:

• Last three company files you accessed from your system, including the custom template, sample files, forms, and QuickBooks letters.
• Memorised reports and scheduled reports will also get transferred along with the local attachments.
• Printer Setting (PrintEng.ini, wpr.ini, and QBPrint.qbp)
• Spell Checker (spell.ini and UserDictionary.tlx)
• Financial Statement Designer (FSD clients and FSD data)
• Cash Flow Projector (.cfp)
• Business Planner (.bpw)
• Loan Manager (.lmr)

Along with all these data statements writer in QuickBooks accountant version accompanied by advanced reports for QuickBooks enterprise users also get transferred.

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Data that doesn’t get transferred

Even if this is a highly efficient tool, it fails to transfer some data listed below.

• If your QuickBooks is in the multi-user mode, that same setting wouldn’t be applied in your new system.
• All the payroll along with the payment services linked to your QuickBooks has fragile bank data.
• To access the payroll and payment and all of those features, you must log in again from your new system.

Also see: QuickBooks Error PS038


This is how you can use the migration tool. For further Professional assistance, call us at +1-888-704-1357

Read more article: Reset QuickBooks Admin Password

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