Transfer your financial records to QuickBooks using Dataswitcher
Midsize business

Transfer your financial records to QuickBooks using Dataswitcher

Switching to QuickBooks Online will help your business save time and money, allowing you to spend more time on other more pressing tasks. Changing accounting software needn’t be time-consuming or complicated, either.

That’s because Dataswitcher is our data migration partner. They’re pros at transferring data securely and efficiently to ensure your team isn’t slowed down by changes in software.

Using Dataswitcher, moving your business’s data to QuickBooks is quick and easy. Here we’ll show you the benefits of moving data with Dataswitcher and how to automatically transfer your financial data from Sage50 over to QuickBooks.

Benefits of Moving Data to QuickBooks Online with Dataswitcher

Moving your data to QuickBooks Online will help your business save time and money. But the advantages don’t stop there. Here are some of the top benefits you and your team will enjoy:

1. An in-depth look at your company’s financial data

Use Dataswitcher to get a complete view of your company’s transactions and financial records. You can select and filter data according to the report type you want to pull. View historical transactions, supplier data, and balances.

Using this data, you can accurately analyze financial records, make informed business decisions, and predict future outcomes.

2. Easy transfer

Manually transferring financial data can be a tiresome and monotonous task. But automating this process is quick and easy with Dataswitcher.

Say goodbye to sifting through endless pages of data—instead, Dataswitcher automatically transfers the data from Sage50 to QuickBooks Online. By doing this, you’ll have all of your business’s previous data imported into QuickBooks with a simple press of a button.

3. Improve your workflow efficiency

When moving to QuickBooks, 90% of all successful conversions take place in fewer than 13 minutes, with all conversions completed within 48 hours. Quick and easy data transfers mean you don’t need to worry about delays to workflows.

Dataswitcher gives you your time back, meaning more time to focus on tasks that matter.

How to Start Transferring Data to QuickBooks Online

Transferring financial data to QuickBooks Online is a quick and easy process. Follow these five steps and get set up quickly.

1. Sign up for QuickBooks

First, decide on the best QuickBooks plan for your company. Depending on your industry, team size, and use case, there’s QuickBooks software to suit your unique needs.

For businesses with growth expectations, QuickBooks Online Advanced serves as a financial hub for your business.

2. Prepare your company financial records

Before you make the switch, take time to go through all available financial records, making sure everything is up to date. Give the legacy books a quick clean-up to ensure the transition is as smooth as possible. Only start your transition once you’re sure the company financial records are as accurate as they can be.

That way, you won’t run the risk of inaccurate data causing interruptions or delays following your switchover.

3. Back up your files

It’s critical to back up files before you make the switch—you don’t want to run the risk of losing sensitive financial data. Store your backed-up files in an external hard drive or in another centralized place that’s secure and accessible. Then when you begin your switchover, you’ll have all your data in one place and can upload it seamlessly to QuickBooks.

By backing up your files, you won’t need to worry about missing or lost data.

4. Reconcile bank accounts and sales tax

Next, make sure you reconcile all company bank or credit card accounts to the most recent statement as possible.

This will keep your data transfer streamlined, making it easier when you’re preparing the post-conversion reconciliation in QuickBooks.

File your quarterly sales tax returns for the remaining quarter to save time in the post-conversion process.

5. Use the self-serve tool

Once you’ve followed the previous steps, you’re ready to use the self-service tool to switch your data over from your existing software to QuickBooks Online.

The QuickBooks self-serve tool is intuitive and guides you through the conversion process. Currently, you can transfer your data from the following software:

Remember, there’s no charge for migrating your data from QuickBooks Desktop products or Excel to QuickBooks Online when you use the self-serve tool.

Streamline your accounting processes with Dataswitcher and QuickBooks

Using Dataswitcher undoubtedly speeds up your accounting migration to QuickBooks Online. The accounting migration process should be easy, accurate, and painless. Dataswitcher ensures you have everything you need to hit the ground running right after migration.

Take full advantage of all QuickBooks Online Advanced has to offer, including the inventory and expense tracker, financial records, and cash flow projections.

Ready to streamline your accounting? Use Dataswitcher to transfer your existing accounting data today.

Recommended for you

Mail icon
Get the latest to your inbox
No Thanks

Get the latest to your inbox

Relevant resources to help start, run, and grow your business.

By clicking “Submit,” you agree to permit Intuit to contact you regarding QuickBooks and have read and acknowledge our Privacy Statement.

Thanks for subscribing.

Fresh business resources are headed your way!

Looking for something else?


From big jobs to small tasks, we've got your business covered.

Firm of the Future

Topical articles and news from top pros and Intuit product experts.

QuickBooks Support

Get help with QuickBooks. Find articles, video tutorials, and more.