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Converting from any accounting software to QuickBooks requires a conversion tool. Intuit, the developer of QuickBooks offers a conversion tool that helps in converting the company file from another program. This tool usually permits the users to convert the company from a plethora of different programs. Conversion of QuickBooks 2017 to QuickBooks Desktop Premier to QuickBooks Desktop Premier 2018 or Pro 2018 or QuickBooks Desktop Enterprise Solutions 18.0 is possible using this tool. The tool can help you in completing the process without any sort of data security compromise. 

To learn more about the conversion tool and the process of using it, make sure to scroll through this segment carefully. For more details, you can also connect with our QuickBooks tech support team at +1-844-499-6700 and they will help you with any further assistance. 

Read this: How to Sign up for QuickBooks Online Account & troubleshoot any probable error?

What is QuickBooks Conversion Tool?

As we mentioned earlier, Intuit provides certain tools to users to make the work process easier. One such tool is the QuickBooks data conversion tool. This tool allows you to convert the company file from a variety of different programs. Using this tool, you can do things like conversion QuickBooks 2017 to QuickBooks Desktop Premier 2018 or Pro 2018 or QuickBooks desktop enterprise solutions 18.0.

What it can convert?

You can also conversion a bunch of other information like:

  • Account, Employee, Item, Customer, and vendor lists 
  • Account balances 
  • Customer and vendor transactions 
  • Employee profile and contact info 
  • Payroll General ledger account balance info
  • Paychecks (convert as journal entries)
QuickBooks Conversion Tool

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What can’t be converted?

  • QuickBooks Payroll transactions and employee year-to-date info (paychecks, year-to-date adjustments).
  • Work tickets 
  • Fixed Assets 
  • Individual employee wage or deduction information.
  • Closed or partially closed Sales orders, Purchase orders, and Estimates.

System Requirements for the QuickBooks conversion tool

Keeping your system ready for the tool is essential to ensure that your tool works smoothly with your system. Here are a few system requirements, you need to check upon. 

  • 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 is the least.
  • QuickBooks Desktop: Pro, Premier, or Enterprise 2018.
  • Sage 50: Version 2013 and above.
  • OS should be either Windows 7, 8, or 10, or windows vista, or windows XP.
  • Make sure to install .NET 2.0 framework.
  • QuickBooks desktop should be registered and installed properly.
  • RAM storage should be either 512 MB or higher.

See Also: How to Install or Uninstall the Plugins in QuickBooks?

Perks of QuickBooks Desktop Conversion Tool

QuickBooks conversion tool can be extremely helpful in the following terms:

  • This particular tool permits the setup process for the QuickBooks file conversion.
  • Another perk can be that the conversion tool doesn’t impact the data.
  • Using a conversion tool is also helpful as this tool imports the data from the new QuickBooks company file.
  • The tool further creates a log for every conversion, simply to maintain the records.
  • It further offers a choice for the imports list. This helps to list plus/minus balances as well as historical transactions in one go.
  • The tool ensures that no such data security compromises are possible at the time of conversion.

Steps to Download the QuickBooks Desktop Conversion Tool

The below set of steps can help in downloading the tool successfully. Let us have a look:

  • Download QuickBooks Conversion Tool.
  • Search for and open the folder having the downloaded file.
  • After that, right-click on the QuickBooks conversion tool icon and choose properties. 
  • Under the compatibility mode, choose the checkbox for run this program compatibility, and then choose from the dropdown the window operating system being used. 
  • Click on ok tab.
  • The last step is to right-click the file i.e. QuickBooks ConversionToolSetup.exe and also select run as admin.
Downloading QuickBooks Conversion Tool
Installing QuickBooks Conversion Tool.

What are the limitations of the QuickBooks conversion tool?

Even though the tool is full of features, there are certain limitations as well that you must be well versed with. These limitations are associated with importing data, transactions, and account balances from other financial software into QuickBooks. This would help in converting employee list information which includes the social security number, as well as payroll general ledger account balance information.
Note that, there is certain payroll information that can’t be transferred using the tool. This includes paycheck, employee year-to-date information, payroll item, individual employee wage, etc. Along with that, job costing, fixed asset items work tickets, and then close or partially closed sales orders, estimates, and purchase orders might not be converted with the help of a conversion tool.

See this also: How to Know About Intuit Field Service Management Setup & Support?

Steps to Use the QuickBooks Conversion Tool 

Now that you have downloaded the tool, it is time to perform the necessary steps to use the conversion tool. Let us have a look:

  • To make use of the QuickBooks conversion tool, you can try performing the below set of steps successfully. Let us have a look:
  • The very first step is to double-click the conversion tool and open it.
  • Now, choose one of the two options that would appear on the screen i.e. My Client Company or My own company.
  • And go for the accounting software.
  • Select next and choose the company file. 
  • Now, hit next again.
  • Choose the QuickBooks product, head to the folder where you have saved the company file, and also hit next.
  • Select the conversion levels as per the list that you see on the screen. 
  • Click on the next tab again.
  • Choose the accounting preferences as per the date and name of the company, and then click on next.
  • Check all the details for the last time and then click on start, and after the process is complete, you need to click on finish tab.

Steps to Convert from Sage 50 to QuickBooks Desktop

If you are looking for the steps to convert from Sage 50 to QuickBooks desktop, then the below set of steps would help. 

Convert from Sage 50 to QuickBooks Desktop

Step 1: Set up the data access credentials

Set up the data access credentials
  • Here, you need to launch the sage application. 
  • After that, open the company file.
  • Head to the main menu and select maintain. 
  • After that, head to the users and setup security tab. 
  • Click on data access/crystal reports.
  • Also, tap on change to set the password.
  • Go for close Sage.

Step 2: Choose the Sage company file

Choose the Sage company file in QuickBooks Conversion Tool
  • Here, you need to download the QuickBooks conversion tool from the Intuit website. 
  • And use the tool by running it as admin. 
  • Now, you need to right-click the QuickBooksConversionToolSetup.exe file and also go for the run as admin option.
  • After that, opt for the company file by clicking the browse option, from the database name window. 
  • And select the company name and click on OK tab.

You may also Like: How to Setup Online QuickBooks Bank Reconciliation: Process & Overview? [Guide]

Step 3: Convert the company file

  • At first, choose the QuickBooks version to convert Sage to. 
  • Now, look for the folder, where the QuickBooks file is to be kept. 
  • After that, click on next.
  • In the new window, verify the accuracy of the information. 
Convert the company file - QuickBooks conversion tool
  • After that, click on the convert file option.
  • The process might take some time. 
  • Thus, wait for the message to appear prompting done.
QuickBooks desktop conversion tool
  • Now, open the QuickBooks file and check for the process completion. 

Step 4: Review the conversion

Once the tool performs the necessary steps, it is important to review the data and check if the transfer was a success. We can do this using the steps below: 

  • At first, open the windows start menu. 
  • Search for and open the file explorer. 
  • You are now required to head to the C:\USERS[Your Windows User Name]\My Documents\Intuit\QuickBooks.
  • The last step here is to review the failed transaction log in the folder and check if the data is transferred or not. 

Note that, you can only convert the versions of Sage 50 and QuickBooks desktop from the same region. 

Steps to Convert from Quicken to QuickBooks Desktop

Steps to Convert from Quicken to QuickBooks Desktop

We can use the Conversion tool to convert from Quicken to QuickBooks easily. You can convert the Quicken 2011 or the earlier versions to QuickBooks using the steps below:

  • The very first step is to download the QuickBooks conversion tool using the steps listed above. 
  • In case you are converting to QuickBooks of the same year from Quicken of the same year, then the tool is not needed. 
  • Now, launch the Quicken converter and then click on next tab.
  • The User than needs to accept the terms in the license agreement. 
  • Also, click on next and install options.
  • Choose launch quicken converter and click on finish tab.
  • The user is now recommended to choose I am transferring data from Quicken to windows option and then go for the get started option.
  • After that, click on open a data file located on this system option. 
  • Followed by, browsing the file by clicking on the select file tab. 
  • Click on the convert and OK tabs.
  • And now, click on save to save the updated quicken file and also select the exit option. 
  • The Quicken file will not upgrade.
  • The user will then have to launch the QuickBooks desktop.
  • And move to the file and utilities tab. You will also have to opt for the convert and from Quicken. option.
  • Perform the onscreen steps to conclude the process. 

To Conclude!

We end this segment right here with the hope that the information shared in above might be of some assistance in making the most of the conversion tool. However, if you still have some queries unanswered, or if you require any sort of technical assistance, then in that scenario, consulting with our tech personnel at +1-844-499-6700 is suggested. We are a team of certified professionals, who work round the clock in providing assistance for all sorts of the software-related queries. Thus, feel free to connect with and share your queries and requirements. 


FAQs Related to QuickBooks Conversion Tool

How do I convert QuickBooks to Excel?

You can convert to Excel using the steps below:
1. Go to Reports
2. Search for and choose the report you want to export
3. At the top of the report, choose the export icon.
4. Select export to Excel

What is QuickBooks conversion tool?

QuickBooks conversion tool lets you convert the company file from other programs. This further allows you to use QuickBooks files with software like Excel, word, and other third-party programs.

Why can’t I export from QuickBooks to Excel?

You might face issues in exporting from QuickBooks to Excel if there is a compatibility issue with the version of QuickBooks and Excel.

What format does Excel import to QuickBooks?

You can use a CSV (Comma Separated Values) file, Google Sheets, or an XLS/XLSX file to import information to QuickBooks Online.


Other Related Articles:

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How to Fix QuickBooks Company File Incorrect Password Error?

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