A Comprehensive Guide to Convert QuickBooks Desktop to Online

The QuickBooks application is known for its convenience and ease of operation. The program provides many features that are business-friendly, and one such feature is the ease of conversion. You can easily switch from one QuickBooks version to another by following the right steps. If you want to convert QuickBooks Desktop to Online, this article is for you. We will provide you with easy steps to switch to QuickBooks Online swiftly and successfully.

If you are having trouble understanding the steps or performing the conversion process, you can reach out to us to get assistance from our technical support team or dial 1.855.738.2784.

Why Should You Migrate QuickBooks Enterprise Data to Online?

While QuickBooks Desktop has many convenient features, you might want to move to QuickBooks Online due to the following factors –

1. The add-on features available in QuickBooks Desktop are restricted in number as compared to QuickBooks Online.
2. With QuickBooks Online, your data is stored in a safe and secure cloud environment.
3. QuickBooks Online lets you access your data from anywhere, at anytime. It also allows multiple users to login and access the data.
4. You can easily compare multiple data and reports between different years.

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Steps on How to Convert QuickBooks Desktop to Online

If you want to import data from QB enterprise to Online, you can perform the steps given below –

1. Use the Verify and Rebuild utility from the File menu to verify your data and identify issues.
2. Next, save the company file in QuickBooks Online format by creating a copy from the File menu.
3. Check the file requirements and ensure that your data is within the 60 days subscription limit. You might need to connect with a QuickBooks ProAdvisor to extend the subscription to 180 days.
4. Use a new email to setup a new QuickBooks Online subscription, and go to QuickBooks Desktop to finish your outstanding tasks.
5. Clean the unwanted data and create a backup by selecting the Back Up Company option from the File menu.
6. Update QuickBooks from the Help menu before exporting your data to QBO.
7. Log into your QBO account and select the Export Company File to QuickBooks Onlineto log in to the newly created account.
8. Export your existing inventory to QuickBooks Online, and keep in mind that QBO measures inventory using the FIFO method.
9. In your QBO account, select QBO Company from the drop-down menu and copy the data file.
10. You will get an “OK, got it!” notification once the QB transfer process is successfully completed.
11. Lastly, check the data by matching it with QuickBooks Desktop to make sure all the data is transferred and there is no data mismatch. You can also check important reports, like the balance sheet and P&L account.

Conclusion

You can easily convert QuickBooks Desktop to Online by using the steps given in this blog. If you experience any issues while performing the conversion process, you can reach out to us at 1.855.738.2784 and get assistance from our team of experts.

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