How To Convert QuickBooks Desktop to Online in 7 Steps.

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Quickbooks desktop migration to online
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QuickBooksHelp Intuit. Decide whether you should migrate to QuickBooks Online QuickBooks Online and QuickBooks Desktop are both powerful tools, but there are some things to consider to help you determine if your company is a good candidate for migration.

Prepare for migration There are a few steps to take before you start the conversion process to ensure your information migrates properly. Go to the File menu and select Create Backup Then select Local backup. In the window, select Local Backup and then Next. In the Local Backup Only section, select Browse , then select where you want to save your backup company file.

Set the number of backups you want to keep – this is optional. A test runs to ensure your backup file is correct before you save. If you encounter any issues, see our Troubleshooting section. Select Save it now and Next. A confirmation message displays when the backup completes.

Select Update Now. Select Get Updates , then Close. Select File , then Exit. Restart QuickBooks Desktop. If you have payroll, run it now. Select Sales Tax Liability. From the Dates dropdown, select All. Choose the folder you want to save it in, name the file, and select Save. Export your reports and lists Note: Exporting your reports and lists is optional, and generally only needs to be done if your company has in excess of , targets.

Otherwise, you can skip to Create a QuickBooks Online account. Find and open any report. Select the desired date range from the Dates dropdown menu. Select Excel on the toolbar. From the Excel dropdown, select Create New Worksheet to create a new Excel workbook or to update an existing workbook with the data in the open report, select Update Existing Worksheet. Select Export and locate the workbook on your computer. If you want to format the data a specific way, select Advanced – this is optional.

If you see a message that says your report has too many columns, select Advanced. Select and uncheck the Space between columns checkbox, then select OK. Select Get started. Click Select destination , then sign in to your QuickBooks Online account. If you track inventory in QuickBooks Desktop: Select Yes to bring them over, then specify the starting date. Select No if you want to set up new items later in QuickBooks Online. Select the Complete your setup button in the email.

Sign in to your QuickBooks Online account. Choose the company file you want to open. The QuickBooks Online dashboard opens. Select Sales. Select Save and then Done. You can change these settings later, but if you do, you will need to set up new inventory items.

We recommend that you reach out to a tax professional if you need help to make this decision. What to do after you migrate Want a guided tour through the post-migration process?

Rebuilding your company data If you have trouble importing your company file from QuickBooks Desktop for Windows into QuickBooks Online, you can easily resolve this issue by rebuilding the data file and restarting the export process. Select File, then Utilities, then select Verify Data.

Step 2: Rebuild your company data to repair problems Select Window , then select Close All to close all open windows. Select File , go to Utilities , then select Rebuild data. If you see the message Rebuild has completed , continue to Step 3: Verify your rebuilt company data , below. Select File , then Utilities , then Verify Data. Tip: QuickBooks recommends your company file be located on a local drive before converting to QuickBooks Online.

If you normally access the company file from a network drive, restore the backup file you just created onto your local drive and use that file for your QuickBooks Online conversion. Step 3. Visit QuickBooks Online and subscribe to your preferred version of QuickBooks Online prior to starting the conversion process.

Setting up your QuickBooks Online account. Select Update QuickBooks from the Help menu and follow the instructions. Once the update is complete, export the company file as shown above. You may need to close and reopen QuickBooks Desktop for the update to take effect. Tip: QuickBooks stops supporting desktop programs after three years, so you may not be able to update older programs. One workaround is to get a free day trial subscription to the latest QuickBooks Desktop Pro.

You should be able to export your company file to QuickBooks Online after you open it in the new program. Step 5. Preparing to move your data to QuickBooks Online. If you currently track inventory, QuickBooks will ask whether or not you want to import inventory into QuickBooks Online. If you say yes to this, your inventory will be recalculated in QuickBooks Online using the first in first out FIFO inventory method from the start date provided.

Identify whether or not to import inventory to QuickBooks Online. For that reason, we recommend consulting a tax professional before bringing over your inventory to QuickBooks Online.

Since you already set up a QuickBooks Online account, select Yes, sign me in :. After selecting Yes, sign me in , a log-in screen for your QuickBooks Online account will appear on your QuickBooks Desktop account, as shown below:. When signing into your QuickBooks Online account through QuickBooks Desktop, there will be a prompt to verify your identity. Check your phone or email and then enter the code to proceed:.

Identity verification in QuickBooks Desktop. After successfully logging in to your QuickBooks Account, select the QuickBooks Online company that you want the data to import to from the drop-down list. If you have multiple companies, be careful to select the correct one, as the conversion will replace any existing data. After you select your company, QuickBooks will work for a few minutes and then give you a confirmation screen similar to this:.

QuickBooks data file transfer confirmation. QuickBooks emails you when your QuickBooks Online company is ready, but this could take several hours for a large file.

Once you receive an email similar to the one below, click on the Complete your setup button to log in to QuickBooks Online and review your data:. Tip: Exporting lists from Desktop and importing them into Online is only necessary if you were unable to convert your Desktop file using the seven steps above. For instance, this may happen if you have over , targets or your desktop file is corrupt. An alternative to converting your Desktop file to an Online company is to export important lists from your QuickBooks Desktop company and import them into your QuickBooks Online company.

This will transfer your chart of accounts, customers, vendors, products, and services. First, export the lists from Desktop as an Excel spreadsheet. Second, import the Excel spreadsheet into your QuickBooks Online company.

By exporting the following lists from QuickBooks Desktop to Excel, you can save hours of data entry in your new QuickBooks Online company:. A short answer to this question is that the process may take a few minutes to a number of hours, depending on a number of factors and the level of your knowledge and experience in supervising the process.

The following discussion provides more useful information in this regard. First and foremost, QuickBooks Online is a cloud-based solution, which means that you can access your data from anywhere, at any time. And last but not least, QuickBooks Online integrates with a number of other business applications which makes it a more versatile solution than QuickBooks Desktop.

If you search through QuickBooks forums and online communities, you would find people mentioning that it takes only minutes to convert files from qbdt to qbo. Then, there will be users mentioning the time taken to be up to 24 hours. According to them, the conversion time depends on the basic factors like:. In order to check whether you are using the latest release of Desktop or not, you can open QuickBooks Desktop and press F2.

A Product Information window will open where you can find information about the current version and release. You can keep the Desktop version automatically updated or update it manually at least once a month. Here are small guides to do it:. To avoid this, it is important that you check the size of the file before starting the conversion process.

For a successful conversion, the QB Desktop file must have targets less than , To check the number of targets:. If it is more than ,, you will be first required to condense the file. Here are the steps you need to follow for this:.

 
 

– Quickbooks desktop migration to online

 
Select Choose online company, and choose the QuickBooks Online company you want to replace with your company file. Select Continue. Select Yes to bring them over, then enter the . Nothing changes, we simply copy the data to QuickBooks Online. Going forward, you’ll input new data in QuickBooks Online. You’ll still keep the QuickBooks Desktop company file with . Oct 19,  · Login to your QuickBooks Online account and click the Gear Icon. Choose the Export Data and enter your reason why you’re exporting your data. Then, click .

 

Quickbooks desktop migration to online –

 
QuickBooks Desktop Pro or Premier. In QuickBooks Desktop, log in as an admin to the company file you need to import. Go to the Company menu, then select Export . Nothing changes, we simply copy the data to QuickBooks Online. Going forward, you’ll input new data in QuickBooks Online. You’ll still keep the QuickBooks Desktop company file with . Select Choose online company, and choose the QuickBooks Online company you want to replace with your company file. Select Continue. Select Yes to bring them over, then enter the .

 
 

Quickbooks desktop migration to online.The QuickBooks Data Migration Extension

 
 
Sign in as an admin to the company file you need to import. · Go to Company, then select Export Company File to QuickBooks Online. · Select Start your export. In QuickBooks Desktop, log in as an admin to the company file you need to import. Go to the Company menu, then select Export Company File to QuickBooks Online.

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