QB Issue Resolution:
With the QuickBooks Conversion Tool, you can convert Microsoft Small Business Accounting and Office Accounting files to QuickBooks company files. The conversion process copies your Small Business Accounting/Office Accounting data to a new QuickBooks company, leaving your original Small Business Accounting/Office Accounting data files unchanged.
To do this task
- Make sure that you meet thesystem requirements for the QuickBooks Conversion Tool.
- Prepare your Small Business Accounting/Office Accounting files for conversion.
- Open QuickBooks.
- If QuickBooks isn’t already in single-user mode,switch to it.
- Update QuickBooks to the latest release orturn off automatic updates.
- Turn off screen savers and close all applications, including QuickBooks, Small Business Accounting/Office Accounting, and memory managers. This will speed up the conversion process and avoid errors.
- Download the conversion tool:
- Open a Web browser and visit
http://www.quickbooksdirect.com/convert
Or, accountants can visit
http://accountant.intuit.com/convert.
- Complete the form and click Submit.
- Click Download.
- Save the file to a location you can find again easily.
The download size is approximately 30MB.
- Open a Web browser and visit
- When the file finishes downloading, double-click it to install the conversion tool.
- When the tool is installed, click the Windows Start button, go to All Programs, go to QuickBooks Conversion Tool, and click QuickBooks Conversion Tool.
- In the conversion tool, follow the onscreen instructions.
When asked for a name for the new company file and the directory to save it in, make sure that it will not overwrite an existing QuickBooks company.More information
Note: Create the new company file on your local hard disk (that is, not on a shared folder on the network). You can move the file to a new location after the conversion finishes.
If you receive an error message during the conversion, try these troubleshooting tips.
- Use this post-conversion checklist to check the results of the conversion.
After converting your data, you will have two sets of data: your original, unchanged Small Business Accounting/Office Accounting data folder and your new QuickBooks company file.
Note: Some fields in the converted data will not be visible in QuickBooks unless the feature is turned on. For example, you cannot access sales tax information if the Sales Tax preference is turned off. To review or change your QuickBooks preferences, start QuickBooks, go to the Edit menu, and click Preferences. Make changes as necessary.