Convert QuickBooks Desktop to Online: A Comprehensive Guide

by Lex Will SEO

Are you tired of using QuickBooks Desktop and looking to move to QuickBooks Online? Well, you are in the right place! In this article, we will guide you on how to convert QuickBooks Desktop to Online without losing any of your data.

Introduction

QuickBooks Desktop has been one of the most popular accounting software for small businesses for many years. However, with the advancement of technology, many users are now moving to QuickBooks Online as it offers more features and convenience. But the process of converting from Desktop to Online may seem daunting to some users.

Don’t worry, we’ve got you covered! In this article, we will provide you with step-by-step instructions to convert your QuickBooks Desktop to Online.

Read About: QuickBooks 2023 Desktop

The Process of Converting QuickBooks Desktop to Online

Here are the steps to convert your QuickBooks Desktop to Online:

Step 1: Sign Up for QuickBooks Online

The first step is to sign up for QuickBooks Online. If you don’t already have an account, you can create one by visiting the QuickBooks Online website.

Step 2: Export Data from QuickBooks Desktop

The next step is to export your data from QuickBooks Desktop. To do this, follow these steps:

Open QuickBooks Desktop and select the company files you want to export.
Go to the File menu and select Utilities, then Export, then Lists to IIF Files.
Select the lists you want to export and click OK.
Choose a location to save the IIF file and click Save.

Step 3: Convert the IIF File to CSV

QuickBooks Online does not support IIF files. Therefore, you need to convert the IIF file to CSV format. You can use third-party software or an online converter to do this.

Step 4: Import the CSV File to QuickBooks Online

Once you have converted the IIF file to CSV, you can now import it into QuickBooks Online. To do this, follow these steps:

Log in to your QuickBooks Online account.
Go to the Gear icon and select Import Data.
Select the type of data you want to import and click Next.
Choose the CSV file you want to import and click Next.
Map the fields in the CSV file to the corresponding fields in QuickBooks Online.
Click Import and wait for the process to complete.

Congratulations! You have successfully converted your QuickBooks Desktop to Online.

Also read about: QuickBooks 2023 Release Date

Why Convert to QuickBooks Online?

There are several reasons why you should consider converting to QuickBooks Online. Here are some of them:

Accessible from anywhere with an internet connection
Automatic data backups
Automatic software updates
More features and integrations
Better collaboration with your accountant or bookkeeper

How to Convert QuickBooks Desktop to Online

Converting QuickBooks Desktop to Online may seem like a daunting task, but it is not that difficult if you follow the steps mentioned above. Here are a few more tips to make the process smoother:

Take a backup of your QuickBooks Desktop data before exporting it.
Review your data before importing it into QuickBooks Online.
Make sure to map the fields correctly to avoid any errors.
After importing the data, reconcile your accounts to ensure the accuracy of the data.

FAQs

Q1: Will I lose my data when I convert to QuickBooks Online?

No, you won’t lose any data when you convert to QuickBooks Online. However, it is important to review your data after importing it to ensure the accuracy of the data.

Q2: Can I convert multiple company files to QuickBooks Online at once?

No, you can only convert one company file at a time. If you have multiple company files, you need to repeat the process for each file.

Q3: Is there a cost associated with converting to QuickBooks Online?

No, there is no cost associated with converting to QuickBooks Online. However, you need to sign up for a QuickBooks Online subscription to continue using the software.

Q4: Will my transactions and reports look the same in QuickBooks Online as they did in Desktop?

Most of the transactions and reports will look the same in QuickBooks Online as they did in Desktop. However, there may be some differences in the layout and appearance of the reports.

Q5: What if I need help with the conversion process?

If you need help with the conversion process, you can contact QuickBooks support for assistance. They can guide you through the process and answer any questions you may have.

Q6: Can I switch back to QuickBooks Desktop after converting to Online?

Yes, you can switch back to QuickBooks Desktop after converting to Online. However, you need to export your data Online and import it back into your Desktop.

Conclusion

Converting QuickBooks Desktop to Online may seem like a daunting task, but it is not that difficult if you follow the steps mentioned in this guide. With the right preparation and guidance, you can make the transition smoothly and enjoy the benefits of QuickBooks Online. If you have any questions or concerns, don’t hesitate to contact QuickBooks support for assistance.

Reference: https://welfulloutdoors.com/2023/05/02/quickbooks-desktop-to-online/