How to Convert QuickBooks Desktop to Online?
by Alex Poter Technical ExportQuickBooks is an advanced program to control and organize small
and medium-sized businesses. QuickBooks offers many features which make the
company's financial work easy. It also allows the users to work online with the
help of the QuickBooks Online program. But for this, users have to migrate
their QuickBooks Desktop data to QuickBooks Online. In this blog, we will
derive about the same, and we will present you with the best technique to convert
QuickBooks Desktop to Online.
How
to Convert QuickBooks Desktop to Online?
Following are the steps to migrate your QuickBooks Desktop data
to QuickBooks Online.
Step 1: Check File Requirements
- You
can migrate the QuickBooks data within 60 days of the subscription.
- If
it is more than 60 days, try QuickBooks Pro Advisor, which can migrate the
data within 180 days of subscription.
- Now,
set up a new QuickBooks Online Subscription and verify your data.
Step 2: Prepare Data
- Firstly,
completes all the pending tasks related to bank accounts, payroll, etc.
- Now,
update all your data before migrating.
- Create
a backup of your QB Desktop data in pdf format. For backup, go to the file
option of Desktop version and then Back Up Company, followed by Create
Local Backup.
Step 3: Form A New QuickBooks Online
Account
- After
doing the above things, provide all the essential details required to
convert QuickBooks Desktop to online.
- Now,
log out of the QuickBooks Account.
Step 4: Open QuickBooks Desktop
- After
logging out the QuickBooks Online, open the QuickBooks Desktop to convert
the data.
- Before
converting the data, ensure that you have downloaded the recent update. If
not, choose the Help menu and select the QuickBooks Update option.
- Now,
click on Company Menu and choose Export Company File to QuickBooks
Online.
Step 5: Re-Log into the QuickBooks
Online Account
- Here,
you have to log into the newly created QuickBooks Online account.
- After
that, you will be asked to migrate the existing inventory.
- Click
on Yes, and the inventory value will be calculated.
Step 6: Choose QuickBooks Online
Company
- In
this step, you have to choose the QuickBooks Online Company file from the
drop-down menu to which you want to convert the data.
Step 7: Copy Data File
- After
choosing the company file, you must copy the data file to convert
QuickBooks Desktop to Online. Wait for some time.
- After
copying the file, you will receive a notification where you have to tap on
OK Got It.
- Here,
your data is ready in QBO. You will get a confirmation email related to
the same. You will ask to finish the setup.
- Then,
check that the data is converted correctly and start your work on
QuickBooks Online. You can also run a balance sheet report and profit loss
statement. After this, you can compare Qb Desktop to QB Online.
- Once
your data is prepared, you will get a notification email similar to the
given below.
- At
last, click on the Complete Your Setup option to log into your QuickBooks
Online and review your data.
Bottom
Line
We are at the end of our write-up. We present the most
straightforward technique to convert QuickBooks Desktop to Online. The process
contains 7 steps and is easy to operate, even for a new user without technical
knowledge. Before converting the data, it is always suggested to create a
backup of the files. If after following the above methods and finding
difficulty in converting the data. Then dial our QuickBooks
Support Phone Number +1-520-463-7633 to talk to the experts for better guidance.
Ref. URL: https://everyonezone.com/read-blog/93451
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Created on May 26th 2022 07:21. Viewed 206 times.