Guide to convert QuickBooks Desktop to QuickBooks Online – Firm of the Future.

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QuickBooks Online provides owners and other users the ability to access their books from any computer. Users can also access QBO via mobile. How to Convert From QuickBooks Desktop Enterprise to QuickBooks Online · You’re using Internet Explorer 10 or a more recent version of IE · Open. Watch a demo on conversion from QuickBooks® Desktop to QuickBooks Online. Move your clients online by following the step-by-step process.


Convert quickbooks desktop to online


Let me help you with how to accomplish this. To start with, the reference you included is a quick guide before conversion. Even if it shows the product Pro and Premier, the same principles apply with the Enterprise version of QuickBooks.

In addition, here’s an article you can read to learn more about how you can convert your company data: Learn how to import your QuickBooks Desktop company file to QuickBooks Online. Lastly, I’ve also included this helpful article about what you can expect after the conversion: Find out what data doesn’t convert when you migrate from QuickBooks Desktop to QuickBooks Online. If there’s anything else that I can help you with, please let me know by leaving any comment below.

I’ll be here to lend a hand. Run the Condense Data utility if required. I’m trying to help a client with this, and they keep getting asked to rebuild the data.

Any suggestions? To begin with, you’ll want to ensure they’ve updated their QBDT to improve its performance and fix known problems. If the issue persists, I suggest they run the Verify Rebuild tool. This scans their company file for errors and fixes them right away. You can share these steps with them:. Moreover, I’ve added this link that you can share with them to learn more on what data can’t be converted: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.

In addition, they can also check out this resource that serves as their guide in knowing their ways around QBO: Learn about QuickBooks Online with how-to videos. If 60 days have passed, you can cancel your current subscription and set up a new QuickBooks Online company. Multiple companies can be set up under the same email address. Watch the tutorial video below or read the step-by-step instructions that follow.

QuickBooks Desktop is usually faster for experienced bookkeepers, has more options available for dealing with inventory, and can report estimated versus actual job costs. Most information from QuickBooks Desktop will transfer automatically to QuickBooks Online, although some features in Online are named differently and might not work exactly the same.

QuickBooks provides a list of Desktop features and a description of how those features will transfer to QuickBooks Online. Once your QuickBooks Desktop file and press F2 to determine the total target count. If your file exceeds the maximum , targets, you can try to reduce the targets by condensing your QuickBooks file.

Product information screen in QuickBooks Desktop. Make sure to reconcile all bank accounts, process payroll, and adjust inventory before getting started.

You can make a backup of the data file by going to File , then Back Up Company , and then clicking on Create Local Backup , as shown below:. Creating a backup company file in QuickBooks Desktop. 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. Related Posts. Preparing for Year-End and Tax Season.

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