Convert your QuickBooks Desktop to QuickBooks Online – 3 DIY Steps

by Andrew Walker Accounting, Bookkeeping Services and Training by E

Are you planning to switch to QuickBooks Online or import your QuickBooks Desktop company file into QuickBooks Online? Well, if that's the case, you don't have to start over. You can simply move your desktop files to QuickBooks Online Company to resolve the issue. There are many benefits to switching from QuickBooks Desktop to QuickBooks Online. This involves a series of steps. To help you with the migration process, this text shares complete information to move or convert QuickBooks Desktop files to QuickBooks Online. However, if you are new to QuickBooks or are not familiar with the technical aspects of the software, please contact our technical support team who have in-depth knowledge of QuickBooks Desktop and Online. Just give us a call at +1-800-360-4183 and we'll answer all your questions right away. Still, let's take a look at the migration process and publish more details.

Steps to Convert QuickBooks Desktop to QuickBooks Online

Step 1: Prepare the Desktop Files

· The first step in the process of moving your QuickBooks desktop online requires you to prepare the desktop files.

· Due to functionality differences, some lists and reports are not converted.

· Your company file is already set up for payroll in QuickBooks online.

Now you need to follow these steps:

· Make sure QuickBooks is up to date.

· Make sure the company file is not too large to export.

Step 2: Import Desktop Files into QuickBooks Online QuickBooks Desktop Pro or Premier

· First, log in as an administrator to the company file you need to import.

· Also, go to the Company menu and select Export Company File to QuickBooks Online.

· Select the Start Export option.

· Then log into your online company QuickBooks as an administrator.

· In case you want to track your inventory in QuickBooks Desktop.

· Select Yes to apply and enter the current date.

· To set up the new item later in QuickBooks Online, select the No tab.

· Go to the Select Online Company drop-down menu and select the QuickBooks Online company you want to replace the company file with.

· Select the Next tab.

· On the Agree tab, type and select Replace.

· Select Yes to proceed and replace the data and select the Replace tab.

QuickBooks Desktop Enterprise

· First, log in as an administrator to the company file you want to import.

· Press Ctrl+1 to open the product information window.

· Press Ctrl + B + Q and select OK to display the export window.

· Then select "First Step".

· Log in to your online company QuickBooks as an administrator.

· If you want to track inventory in QuickBooks Desktop.

· Go to the Yes tab to apply and enter the current date.

· Select No if you want QuickBooks to set up the new item online later.

· Next, go to the Select Online Company drop-down menu and select the QuickBooks Online company you want to replace your company file with.

· Select the Next tab.

· Type "I accept tabs" in the text box and click Replace Tabs.

· Finally, select Yes, replace the data, and select Replace.

Step 3: Verify that the books match.

You can verify that the import was successful by running one of the financial reports.

· Report must be submitted.

· Accrual-based profit and loss is performed on QuickBooks Desktop.

· Run the same report based on accruals in QuickBooks online.

· If the reports match, start using QuickBooks Online.

Conclusion:

More and more people are now switching to QuickBooks Online because using it is much more convenient than the desktop version. We hope that the steps described here will help you convert from QuickBooks Desktop to QuickBooks Online. If you are unable to do this or face any issues while following these steps, then you can contact the QuickBooks helpline number for quick assistance from the best accounting experts in the USA. Our QuickBooks online support team is available to you 24/7. Call our helpline today +1-800-360-4183.