How to Use QuickBooks Conversion Tool?

QuickBooks conversion tool is an indispensable tool used for converting data to QuickBooks. Through QuickBooks Conversion Tool, you can convert your data from an old system to effortlessly. You just need to choose the QuickBooks ‘version’ for converting your current data and will do the rest of the process for you. 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 . Hope so read the article till end and find informative information.

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What type of data can convert using the QuickBooks Conversion Tool?

Before proceeding with conversion, you need to know what type of data can convert using the. 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 , 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.

Steps to Use the QuickBooks Conversion tool effectively

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

• Download and Install the Tool.
• Right-click on the 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.

The Conversion process has completed.

Final Words

This article provided you with an elaborate overview of the QuickBooks 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. If you have any doubts or unaddressed questions, please contact our 24/7 QuickBooks Customer Support Team at 1-800-761-1787.