How to Migrate/ Convert QuickBooks Desktop to QuickBooks Online

Normally QuickBooks users use the QuickBooks Desktop and QuickBooks Online for their accounting management. But sometimes they can’t decide what to choose. Some of them purchased the QuickBooks Desktop but want to go for the QuickBooks Online. In that situation, they prefer to convert QuickBooks Desktop to QuickBooks Online.

In this article, we will let you know, how to convert QuickBooks Desktop to QuickBooks Online, or the way to migrate QuickBooks Desktop to QuickBooks Online.

Advantages of Converting from QuickBooks Desktop to QuickBooks Online

  • Customer Support: Customer support is included in QuickBooks Online but if you want the support in QuickBooks Desktop then you have to pay some amount of money.
  • Cloud access (hosting): Cloud Access is included in the Online Version but to use it in the Desktop version you have to pay $44 – $200 monthly per user.
  • Smartphone Access: In the online version you can access it on your smartphone but not in the Desktop version.
  • Backup:  In QuickBooks Online you can backup your data anytime 

How to Migrate QuickBooks Desktop to QuickBooks Online

There is only 7 steps to convert QuickBooks Desktop to QuickBooks Online. After that you can get QuickBooks Online on hand. So just follow the steps:

Step 1: Check the File Requirements for Process

You can import the data into QuickBooks with 60 days of subscription. But it will be much better if you look for QuickBooks ProAdvisor who can convert to 180 days of subscription. Use a new email to set up a new QuickBooks Online subscription and verify data.

Step 2: Prepare Data to Export

Before converting the desktop version to the Online version, finish all the outstanding work in QuickBooks. Clean all the unwanted files and Update all your data before converting. Also, take a backup of your data in the data file. You can backup in QuickBooks by going to file then back up company and then create a local backup.

Step 3: Create a QuickBooks Online Accountant

Create an account on QuickBooks Online by providing all the necessary information. After Signing Up, log out from your account.

Other Useful Resources:

General Ledger in QuickBooks | All You Need Know

Basic Accounting Principles & Concepts: Every Businessman Must Know

QuickBooks Retained Earnings | All You Need To Know

Step 4: Open your QuickBooks Desktop

After logging out from the online version of QuickBooks Open your QuickBooks Desktop to export all the data from it. Before exporting make sure to update your QuickBooks Desktop. After that Click on Company Menu and Select the Export the Company file to QuickBooks Online.

Step 5: Sign in to QuickBooks Online Account

After completing the above export step, sign in to your QuickBooks Online Account. After signing in you will be asked if you want to export your existing inventory. Now as you choose the option to export you should know one thing i.e. QuickBooks Online works on FIFO(First In First Out)

Step 6: Select the QuickBooks Online Company

Now the next step is to select the QuickBooks Online Company from which you want to import the data. It can choose from the drag down menu.

Step 7: Copy the Data File

After choosing the online company, copy all the data files there. It will take a while but after completing it will give you a notification. You just have to click “Ok”. After that, it will send a confirmation email and you will be asked to complete the Setup. After all this before working on the online version do check all your files and compare the files with the Desktop version. After that, you will get a confirmation email again. Now you have to click on the Complete your Setup form where you can log in to your account and review the data.

Now after following these steps you can easily convert your QuickBooks Desktop to QuickBooks Online. These steps are easy to follow and you can convert your desktop version to an online version easily. After converting you can use QuickBooks Online which is more convenient than the QuickBooks Desktop.  

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