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Simplifying QuickBooks Data Migration with Method's Migration Tool
Simplifying QuickBooks Data Migration with Method's Migration Tool

How to convert one QuickBooks account to another, e.g. Method for QuickBooks Desktop account to a Method for QuickBooks Online account.

Updated over a week ago

Method works on a 1-1 relationship with your QuickBooks file. However, there may be instances where you need to switch to a new QuickBooks file or account, such as when your current file is corrupted, outgrew your QuickBooks file, or when migrating from QuickBooks Desktop to QuickBooks Online.

Method's Migration tool allows you to retain your existing Method account and seamlessly connect with the new file or online account.

NOTE: Migration is not yet available for Multi-tenant accounts. Please reach out to our support team for your options.

Benefits of Using the Migration Tool:

  • Preserve Customizations: Keep all customizations you've made in Method and effortlessly connect them to your new QuickBooks file or account.

  • Flexible Data Syncing: Decide how much data you want to sync, keep, or delete with your new QuickBooks file or account.

  • Intact CRM Data: Your CRM data remains intact during the migration process.

Supported Migration Options:

Method's Migration tool currently supports the following migration options:

  • QuickBooks Desktop to QuickBooks Desktop: If you're transitioning to a new QuickBooks Desktop file, the migration process is relatively straightforward and less time-consuming.

  • QuickBooks Online to QuickBooks Online: Again, the migration process is simplified due to the same platform.

  • QuickBooks Desktop to QuickBooks Online: This migration process is more complex and can take approximately 4-6 weeks to complete. Additionally, consulting work may be required to ensure a successful migration.

    NOTE: That not all scenarios may be eligible for migration, and such cases will be assessed by the Method support team.

Preparation and Validation:

Migration is a meticulous process that requires time and attention to detail. Method's support team will guide you through a discovery call, where they will evaluate your account and validate the data to be migrated.

During this process, the support team will provide an estimate of the time required to complete the migration.

For QuickBooks Desktop to QuickBooks Online migration, it is essential to convert your QuickBooks Desktop account to a QuickBooks Online account using the QuickBooks Migration tool. Prior to undertaking this step, we recommend reaching out to our support team for further guidance.

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Method's Migration tool simplifies the process of switching to a new QuickBooks file or account, ensuring the continuity of your Method account and its integration with your data. By leveraging this tool, you can streamline your data migration and seamlessly connect your existing Method account to the new QuickBooks file or account. Contact Method's support team to begin the migration process and unlock the benefits of a smooth transition.

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