How to Transfer From QuickBooks Canada To QuickBooks US Version

Different versions of QuickBooks are available for different regions. Since the accounting principles and financial laws of countries differ, the database structure and functionality differ in different versions of QB depending upon the regions. In this article, you’ll learn how to convert from QuickBooks Canada to US version.

QuickBooks does not provide any default feature to convert the company file of one region to another. This can be very frustrating for users who wish to change the region for their company file.

Steps to Migrate QuickBooks Canada to US Version

We are an esteemed accounting data conversion service. Throughout the years, we have helped many users in converting their accounting data from one version to another. Not only can we help you with upgrading or downgrading your company file, but we can also help you with changing the region for the company file.

Our QuickBooks Canada to US data conversion service works with the following steps:

• The company file of the user is acquired over a secure network.
• Data is exported from the Canada version and imported into the US version by an expert familiar with accounting and technical knowledge of QuickBooks.
• The US version of the company file is sent to the client over a secure network.

Related Topic: Convert QuickBooks Mac to Windows

Step 1: Backup QuickBooks Canada Company File

The steps to back up a company file in QuickBooks are provided below:

• Click on File from the main menu.
• Click on Switch to Single-user mode if you’re in multi-user mode.
• Click on File. Hover the mouse over Back Up
• Click on Create Local Backup.
• A new window will appear. In this new window, click on Local Backup.
• Click on Next.
• From the Local Backup Only section, click on Browse. Select the location where you wish to save the backup copy of the QuickBooks company file.
• You can set the number of backups that QuickBooks should keep. This means that previous backups exceeding the limit will be deleted.
• Click on Ok. Click on Save it Now, then Next.

Step 2: QuickBooks CA Payroll To QuickBooks U.S. Payroll Migration

If you want to simply switch the payroll from Canada to the United States, then you can follow the steps provided below:

• From the Gear Icon, click on Account and Settings.
• Select Payroll.
• Click Cancel. This will cancel your Canada payroll subscription.
• Click on Continue.
• Either complete the survey or click on Cancel Payroll Service.

Once you’ve cancelled the Canada payroll subscription, you need to purchase a US payroll subscription. This is the easiest way to switch from a US payroll subscription to a Canadian payroll. The costs for the two differ, so select according to your preferences.

Related Topic: Convert QuickBooks Desktop Enterprise to Premium or Pro

Step 3: Terms To Transfer Canada QB Payroll To QuickBooks USA Payroll Software

However, if you’re using desktop software, then there are many important things that you need to keep in mind for converting QuickBooks Canada to US version. Here are a few of those things:

• You can only transfer Payroll checks as regular checks. This means that the checks won’t be taken into account when you create a payroll report or calculate the W2 tax amount.
• Bank Reconciliation statements are nontransferable.
• Remove all the inventory and data files that have a negative inventory. Merging them can lead to errors.
• Depending on the currency, there may be some differences in the amount.
• Fields that are not available in QB US will not be included in the converted file. You may have to create a custom field to transfer this type of data.
• Templates available by default or created by the user cannot be transferred. Consequently, you will have to reconfigure the templates to provide a personal touch to reports and emails.
• Notes and To-do lists created in QuickBooks won’t be converted.
• Memorized transactions and reports aren’t included in the converted company file.

Help When QB Canada To QB USA Conversion Failed

The process to convert from QuickBooks Canada to US version is very complex. We recommend that you rely on experts for the same, or you can get in touch QuickBooks Canada team.

Frequently Asked Questions