How to Convert QuickBooks Desktop to Online?

by Alex Poter Technical Export

QuickBooks 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. 


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About Alex Poter Advanced   Technical Export

27 connections, 1 recommendations, 110 honor points.
Joined APSense since, September 25th, 2021, From Los Angeles, United States.

Created on May 26th 2022 07:21. Viewed 179 times.


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