How to Convert QuickBooks Desktop to Online

by Lex Will SEO

Converting your QuickBooks Desktop to QuickBooks Online is a great decision that can save you time and increase your efficiency. It also allows you to easily access your accounting data from anywhere with an internet connection. In this article, we will guide you through the steps required to successfully convert QuickBooks Desktop to QuickBooks Online.

Step 1: Evaluate Your QuickBooks Desktop Data

Before converting your QuickBooks Desktop to QuickBooks Online, it is important to evaluate your current QuickBooks Desktop data. This will help you determine whether or not the conversion process will be successful. Some of the factors to consider include the number of transactions, the size of the file, and the complexity of your data.

Step 2: Choose the Right Conversion Method

Once you have evaluated your QuickBooks Desktop data, you will need to choose the right conversion method. There are several ways to convert your QuickBooks Desktop to QuickBooks Online, including the built-in conversion tool, third-party tools, and manual conversion. The method you choose will depend on the complexity of your data, your technical skills, and your budget.

Step 3: Set Up Your QuickBooks Online Account

Before you can begin the conversion process, you will need to set up your QuickBooks Online account. This includes selecting a subscription plan, creating a company profile, and setting up users and permissions. You will also need to connect your bank and credit card accounts to QuickBooks Online.

Step 4: Prepare Your QuickBooks Desktop Data

Once your QuickBooks Online account is set up, you will need to prepare your QuickBooks Desktop data for conversion. This includes making sure that your data is up-to-date, resolving any errors or discrepancies, and backing up your QuickBooks Desktop file.

Step 5: Convert Your QuickBooks Desktop Data to QuickBooks Online

With your QuickBooks Desktop data prepared and your QuickBooks Online account set up, you can now begin the conversion process. This involves exporting your QuickBooks Desktop data to a file, importing the file into QuickBooks Online, and verifying that all of your data has been successfully transferred.

Step 6: Clean Up Your QuickBooks Online Data

After converting your QuickBooks Desktop data to QuickBooks Online, you will need to clean up your data to ensure that it is accurate and complete. This includes verifying that all of your accounts, customers, vendors, and employees have been properly transferred, and that your opening balances and transactions are correct.

Step 7: Get Familiar with QuickBooks Online

Once your QuickBooks Desktop data has been successfully converted to QuickBooks Online, it is important to get familiar with the new platform. This includes learning how to navigate the interface, set up new transactions, generate reports, and customize your settings.

Conclusion

Converting your QuickBooks Desktop to QuickBooks Online can be a complex process, but it is well worth the effort. By following the steps outlined in this article, you can successfully convert your QuickBooks Desktop data to QuickBooks Online, and enjoy the benefits of cloud-based accounting.