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A referral guide for QuickBooks data services

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QuickBooks is an easy-to-use bookkeeping software developed by Intuit for small organizations. The software can easily execute payroll, create invoices, online banking, and create account reports. The software offers salient features that make the software convenient to use for people without any prior knowledge. Intuit offers QuickBooks data services to help people with issues that occur in the software while transferring their financial data to different QB versions. If you need help with the data services, read this blog till the end to find out the circumstances in which you can opt for data services and the appropriate procedure to upload your data file.
Contact a QB support team at +1 800-417-5147 to resolve this issue quickly.
About Data services
Intuit offers data services that allow users to contact the support team for a review of their data file and assistance while transferring your company file data between different QB versions. Data recovery services can also be availed by using the data services.
Usage
You can use QuickBooks Data services for any of the tasks below-
• Repair the damage in your QB files.
• Data transfer while switching to a different version of QuickBooks.
• Moving your accounting data from QB Desktop to QuickBooks Online.
• Data recovery in case of data loss on your PC.
• Data transfer to different bookkeeping software.
Read more :- QuickBooks data recovery services
Some crucial points to keep in mind regarding the QuickBooks Data services are listed below-
• If you use QuickBooks Desktop Product
Check out the conditions for QuickBooks Desktop
1. You must upload your company file to the authentic website, and the file name shouldn’t have any special characters that are not supported in QuickBooks.
2. When converting a third-party software to QuickBooks Desktop, use the company file password from the third-party software.
3. The company file size shouldn’t be too large.
• If you use QuickBooks Online
You’ll have to add the data services as an Accountant user in QuickBooks online-
1. Open QuickBooks Online on your PC.
2. Click on the Gear icon and select the Manage User option.
3. Go to the Accountants tab.
4. Type qbo_supportteam@intuit.com and click on Invite.
Procedure to upload the data file
Read the procedure for uploading your data file using the Intuit Customer File Exchange below-
1. Intuit team will require a PIN before proceeding with the data upload. You’ll receive this secure Personal Identification Number (PIN) in an email sent by the Intuit team. Check the Spam folder too.
2. Run your web browser and go to https://intuitb2b.secure.force.com/FileExchange (Case Sensitive).
3. Type your case number, Email, and PIN.
4. Accept the terms of service and click on Sign in.
5. Click on the + sign and then Upload.
6. Drag your file and drop it in the browser or use Browse your device to locate the file manually.
7. Click on Upload.
The file will be successfully uploaded to be analyzed by the Intuit team.
Conclusion
This blog contains all the information about QuickBooks data services. You read about the conditions for using the Data services and an adequate procedure to upload your file. We hope the blog is informational and helps you clear all your doubts.
If you are still in need of any assistance, dial +1 800-417-5147 to engage a QB support team.
Related article :- QuickBooks error 15241
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