It’s time to convert to QuickBooks Online if you want to have access to your accounting software from anywhere. Most of the time, switching from QuickBooks Desktop to Online is quick and simple. If you run into problems, you can always receive free support from QuickBooks. With the exception of Self-Employed, this article will assist you in switching from QuickBooks Desktop Pro or Premier to any version of QuickBooks Online.
To switch from QuickBooks Desktop to QuickBooks Online, take these seven steps
Step 1: Verify the required file sizes
Once you’ve opened your QuickBooks Desktop file, press F2 to find out how many targets are total. If your file contains more targets than the allowed 350,000, you can try to lower the number of targets by compressing your QuickBooks file. If condensing fails, you’ll have to make due with transferring lists (which is detailed later) rather than performing a conversion.
Step 2: Get Ready to Export Data from QuickBooks Desktop to QuickBooks Online
It’s best to update your QuickBooks file as much as you can before the conversion so that your bookkeeping doesn’t fall behind while you’re learning how to use QuickBooks Online’s new features. Prior to beginning, make sure you handle payroll, reconcile all bank accounts, and update inventory.
In case something goes wrong, it’s also a good idea to backup your firm file. By selecting File, Back Up Company, and then Create Local Backup, you can create a backup of the data file.
Also see this: QuickBooks Data Recovery Services
Step 3: Register for QuickBooks Online.
You must set up a QuickBooks Online account if you don’t already have one. Before beginning the conversion procedure, go to QuickBooks Online and sign up for your desired edition. Read our comparison of QuickBooks Online if you’re unsure which version is ideal for your company. The first three months are discounted by 50%, or you may sign up for a 30-day free trial.
Supply the Company’s Basic Information
You must include your company’s name and description when creating your QuickBooks Online account.
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Step 4: Export the Company File into QuickBooks Online
Return to QuickBooks Desktop and log in to the business you are moving to QuickBooks Online. Choose Export Company File to QuickBooks Online under Company in your QuickBooks Desktop company’s top menu bar.
You must download the most recent QuickBooks Desktop version if you can’t see the “Export Company File to QuickBooks Online” option. From the Help menu, choose Update QuickBooks, then adhere to the directions. Export the company file after the update is complete. For the update to take effect, QuickBooks Desktop may need to be closed and reopened.
Step 5: Access QuickBooks Online Using the Desktop Program.
Your QuickBooks Desktop programme will prompt you to decide whether to migrate your file after you’ve chosen the data to export to QuickBooks Online or if you want to give it a shot first. Click Move Now since your QuickBooks Online company has already been established.
Tell QuickBooks Online if you want to import inventory
QuickBooks will ask if you wish to import inventory into QuickBooks Online if you currently track inventory. If you want to do so, QuickBooks Online will update your inventory using the first in first out (FIFO) inventory method as of the start date you specify. Click “no” if you’re not sure if you want to import your inventory. You can export your inventory to an Excel spreadsheet and import it later.
QuickBooks will next ask you whether you have a QuickBooks Online account after determining whether you wish to import inventory to QuickBooks Online. Select Yes, sign me in because you’ve already created a QuickBooks Online account.
A log-in screen for your QuickBooks Online account will show on your QuickBooks Desktop account when you click the “Yes, sign me in” button.
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Identify Yourself
There is a question to confirm your identification when logging into your QuickBooks Online account through QuickBooks Desktop. Check your email or phone, then input the code to continue.
Step 6: in QuickBooks Online: Choose Your Company
Select the QuickBooks Online company you want the data to be imported to after successfully logging into your QuickBooks Account and choosing it from the drop-down list. Since the conversion will replace any existing data, be careful to choose the right company if you have many businesses. You can form a new corporation if you don’t want to save it to an existing one.
Step 7: Copy the data file
After you choose your business, QuickBooks will operate for a short while before showing you a confirmation screen.
When your QuickBooks Online company is prepared, QuickBooks will email you, however a large file may require several hours. Once you get an email like the one below, go into QuickBooks Online and check your data by clicking the Complete your setup button.
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