Convert QuickBooks Desktop to Online

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QuickBooks Desktop To Online Conversion

QuickBooks Desktop gives the power the user to manage limitless accounting, but in some cases user want to move QB desktop online. Sometimes user finds that QuickBooks Desktop is not easy to manage also user have to subscribe to different services for different task. Some business or company owner worried about the data stored in QB software which may be corrupted, theft or loss due to any unforeseen situation. QuickBooks Desktop is also very error prone, user have to struggle to work with also user may face a number of issue or errors during upgrade, update. Whenever Windows new update comes or any tax table update comes, after installation such update user faces many issues like QuickBooks Stopped working, unable to connect, data won’t load, Won’t synchronized ETC. To overcome all such issue business looking to switch QB desktop to QBO version they can get all the process. Migrating from QuickBooks Desktop to Online has become quite easy. All of the steps required to do so are provided in this below but you can go to QuickBooks 24/7 Support team for help any time on toll free +1-855-836-9250 .

Converting QuickBooks Dekstop Data To QBO Step By Step

Migrate QuickBooks Desktop To QBO Version

Update QuickBooks Desktop
To make sure that you have the latest updates installed, follow the steps provided below:

  1. Open QuickBooks Desktop and Login with an administrator account
  2. Click on Help
  3. Select Update QuickBooks Desktop
  4. Click on Update Now
  5. Select Get Updates
  6. Restart QuickBooks Desktop

Backup Company File
Before you start the migration process, it is a good idea to create a backup of your company file. The steps to do so are provided below:

  1. Log into QuickBooks Desktop and select Single User mode
  2. From the main menu, select file
  3. Go to Back Up Company and select Create Local Backup
  4. Go to the local backup only section and select Browse
  5. Click on Ok
  6. Click on Save it Now
  7. Click on Next and wait for the backup process to complete

Which Data Need To Export From QB Desktop ?

Compile Reports and Lists and Then Export Them
This step is optional. You should only export lists and reports, if you’re planning to use them. This will also save from manually entering items one by one when you migrate your accounting data to QuickBooks online.

To export lists and reports, follow the steps provided below:

  1. Open QuickBooks Desktop
  2. From the Reports Menu, select Report Centre
  3. Open desired Report
  4. Select the date range
  5. From the toolbar, click on excel
  6. Choose Create New Worksheet or Update Existing Worksheet
  7. Click on Browse and select the location where the workbook is located
  8. Set your preferences by clicking on Advanced
  9. Click on Ok
  10. Repeat the steps for every report you want to export out of QuickBooks Desktop.

You must save your Sales Tax Liability Report. The steps to do so are provided below:

  1. Open QuickBooks
  2. From the Reports menu, select Suppliers and Payables
  3. Click on Sales Tax LIability
  4. Select the Date Range or Click on All
  5. From the Print dropdown menu, click on Save as PDF
  6. Enter a name for file and hit Save

Migrate Export Data From QuickBooks Desktop To QBO

The steps for migrating data from QuickBooks Desktop Pro/Premier to QuickBooks online differ from the one for Enterprise to Online. If you have a version of QuickBooks older than 2017, then you can use a trial version of a more recent version to convert your accounting data.

Convert QB Pro, Premier Data To Import Into QBO

QuickBooks Desktop Pro or Premier

To convert your accounting data from QuickBooks Desktop Pro or Premier to QuickBooks online, follow the steps provided below:

  1. Open QuickBooks Desktop and Log into an admin account
  2. From the Company menu, select Export Company File to QuickBooks Online
  3. Click on Get Started
  4. Choose Select Destination
  5. Sign in to your QuickBooks Online Account

The data will automatically be migrated from QuickBooks Desktop to QuickBooks online. There are many users who enter inventory items into QuickBooks desktop. To track your inventory items in QB Online, follow the steps provided below:

  1. Select Yes to migrate inventory items
  2. Select the date range for which you want to include the company items
  3. Click on Complete Your Setup
  4. Wait for a confirmation email on your registered email address

Convert QB Enterprise Data To Import Into QBO

QuickBooks Desktop Enterprise
To convert your accounting data from QuickBooks desktop enterprise to QuickBooks online, follow the steps provided below:

  1. Log into QuickBooks Desktop with an admin account
  2. Hit CTRL + 1 and the Product Information window will appear
  3. Hit CTRL + B + Q and then select Ok
  4. From the Export window, click on Start your export
  5. Sign into your QuickBooks online account

Again, to track inventory in QuickBooks Online, follow the steps provided below:

  1. Select Yes for including inventory data in the converted company file
  2. Select the QuickBooks online company file to which you want to save the inventory items
  3. Click on Continue
  4. Select Agree and hit Replace
  5. Click on Yes, go ahead and replace the data

Similarly, you can move many of the lists included in QuickBooks desktop to QuickBooks online. In case you’re using advanced reporting in QuickBooks Desktop Enterprise, it is highly recommended that you start with a fresh company file, as a lot of the accounting data won’t be compatible with the online version because of a lack of features.

However, there are many items that won’t be included in the online version because of a lack of features that support that type of data. Here’s a look at some of the data types that will not be included in QuickBooks online when migrating data:

  • Attachments
    • No attachments will be converted
  • Assemblies
    • In QBO, you’ll find your assemblies as Bundles for Sales Transactions
    • The data can be accessed through Products and Services list
    • Details will be included in the converted file
    • Groups will be included
  • Audit Trail
    • QB Desktop audit trial won’t be included
    • QBO has a separate audit log of its own
  • Bills
    • Discount on bills are included as Supplier Credit
    • Address is replaced by Supplier address on each bill check
    • The preferences for bills received aren’t migrated to QBO
  • Chart of Accounts
    • Bank account number aren’t migrated
    • Bank account notes won’t be transferred
  • Journal Entries
    • All journal entries will be converted except the billable statuses
    • Some checks can end up as journal entries after the conversion process.
  • Online banking
    • You’ll have to set up your banks from scratch in QuickBooks online

Help Failed Converting QB Desktop to QBO

QuickBooks Desktop To QBO Conversion is very easy process but in case you are getting any system error , convertion error , export or import error . chat with experts [button right side bottom ] or To know more, or for any help with the migration process, get in touch with our exports at +1-855-836-9250 (Toll Free.)

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