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How to Use the QuickBooks Conversion Tool For Moving Data Safely?

• 
• By Jonathan Browns
• Nov 11, 2025
• Accounting
• 7 min read

Want to convert your company data from one software to another? Well, in that case, you must run the QuickBooks Conversion Tool. By running this tool, you can easily convert from Quicken, Sage, or any other software to QuickBooks. Moreover, the best part is that the tool won’t compromise the data integrity and allows you to transfer the data smoothly. Herein, this guide explains the step-by-step instructions to download and run the QuickBooks Data Conversion tool.

System Requirements For Downloading the QuickBooks Data Conversion

Before downloading the QuickBooks Data Conversion tool, it is essential to meet the basic system requirements for running the tool smoothly.

Operating System:	Windows 10, Windows 8.1, Windows 8
Processor:	500 MHz Intel Pentium II (minimum)
Memory (RAM):	512 MB (minimum)
Hard Drive:	2.5 GB of free space (recommended)
Microsoft .NET Framework:	Version 2.0 (minimum)
QuickBooks Desktop:	Pro, Premier, or Enterprise 2018 or higher
Sage 50, Sage 50 Quantum	Version 2015 and above

Tip: If you are accessing Peachtree, Sage 50 (2014 or older), Sage 100, Sage 300, or Sage Industry Specific, this tool doesn’t work. But all you can do is move your data with Microsoft Excel.

Learn What You Can or Can’t Convert With QuickBooks Conversion Tool

You can’t convert all the QuickBooks data during the conversion process due to a restriction. So, let’s understand more about what you can or can’t convert by running the QuickBooks Desktop Conversion Tool.

Data That You Can Convert

• Account, Employee, Item, Customer, and Vendor lists
• Account balances
• Customer and vendor transactions
• Employee profile and contact info
• Payroll General Ledger account balance info
• Paychecks (convert as journal entries)

Data That You Can’t Convert

• Payroll transactions and employee year-to-date info (paychecks, year-to-date adjustments)
• Payroll items used to calculate paychecks (hourly and salary payroll items, deductions, medical insurance, etc.)
• Individual employee wage or deduction information
• Fixed Assets
• Work tickets
• Closed or partially closed Sales Orders, Purchase Orders, and Estimates

How to Download the QuickBooks Conversion Tool Using Easy Steps?

Herein, we have listed the step-by-step instructions to download the QuickBooks Conversion tool smoothly.

• Initially, you must download the QuickBooks Conversion Tool.
• Now, browse to the folder where you have saved your downloaded setup file.
• Next, right-click on the QuickBooks Conversion Tool icon and hit the Properties tab.
• Make sure that you have marked the checkbox “Run this program in compatibility mode.” Then, pick Windows 8 (even though you’re working on Windows 10) from the drop-down menu list and click OK.
• At last, right-click on the QuickBooksConversionToolSetup.exe and hit the Run as Administrator option.

Detailed Steps to Set Up the QuickBooks Conversion Tool

After successfully downloading the QB Conversion tool, you must set it up. But, before doing that, you must verify that QuickBooks is installed and registered.

• Initially, double-tap on the Conversion Tool and then launch it.
• Now, pick any one of the following options: My Client Company or My Own Company.
• Choose the accounting software by clicking on the drop-down menu and hitting the Next tab.
• Thereon, pick the required company file and tap on Next.
• Opt for your QuickBooks Product, access the folder where your data file is saved, and then click Next.
• Choose the conversion levels per the list and transaction, or only the list.
• Afterwards, pick the accounting preferences according to the company’s date and name.
• Next, make sure that you have provided the details accurately and tap on the Start option.
• This process may consume some time according to the file size. Once it’s completed, it will show the list of conversions and click the Finish tab.

Conclusion

Through this comprehensive post, we hope that you can easily run the QuickBooks conversion tool to transfer the company data. Thus, it will allow the smooth conversion process. Furthermore, if you still require any additional help, then connect with our BizBooksAdvice professionals.

Frequently Asked Questions (FAQ’s):-

Question 1: Can QuickBooks be converted to Excel?

Ans. Yes, QuickBooks can be converted into Excel by performing these steps:

• Firstly, locate and choose the report that you wish to export.
• After this, click the Export/Print drop-down arrow and then opt for the Export to Excel option.

Question 2: Will I lose the data during the conversion to QuickBooks?

Ans. No, the data conversion in QuickBooks won’t cause any harm or damage to your company data. But, for the safer side, it is suggested to generate a backup of the data file before proceeding with the conversion process.

Question 3: How long does the QuickBooks conversion process take?

Ans. The time taken while converting the QuickBooks data entirely depends on the amount of data transferred and the speed of the internet. In short, it may take a few minutes up to a few hours to complete.

Question 4: What types of data can I convert using the QuickBooks Desktop conversion tool?

Ans. The Conversion tool in QuickBooks lets you convert important financial data, consisting of customer details, vendor information, accounts, transactions, and charts of accounts.

Question 5: Why do I fail to export from QuickBooks to Excel?

Ans. You might face issues while exporting from QuickBooks to Excel due to compatibility issues with the version of QuickBooks and Excel.