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How and Why to Convert QuickBooks Desktop To Online?

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How and Why to Convert QuickBooks Desktop To Online

Have you ever considered how simple it would be to convert QuickBooks Desktop to QuickBooks Online without losing any data? Imagine, You can access your business data from anywhere on any internet-connected device without any time constraint using QBO. All of your data is backed up in real time, and you have fast access to the newest updates and features with QBO. You might be wondering how to Convert QuickBooks Desktop To Online without losing any data. You must read the entire article to learn more.

Trying to Switch QuickBooks desktop files to QBO? If you need any expert assistance, place a call on our Helpline number +1(855)-955-1942.

3 Steps Process To Move QuickBooks Desktop Data To QuickBooks Online

You can easily convert from QuickBooks Desktop Pro, Premier or Enterprise to any version of QuickBooks Online, except Self-Employed without any issue. Following are the steps that would make your conversion easier:

Important Note for Desktop to Online QB Conversion:

  • After Signing up for QB Online, you have 60 days to convert old QBD file to QBO.
  • If you have already set up payroll in QuickBooks Online, then we suggest you move your lists instead of your company file.
  • Due to feature differences, not all your lists and reports would be converted to the online version of QuickBooks.

Step 1: Prepare QuickBooks Desktop file for Conversion

  1. For Desktop to Online conversion in QuickBooks you have to make sure to update your QuickBooks application (automatically or manually) as per its latest version. follow the steps to check your current QB version.
    • Open the QuickBooks Desktop application in the first place.
    • Then, press F2 to open the Product Information window.
    • From there, you would be able to check your current version and release.
  2. Check if the size of your company file that you’re trying to convert from QB desktop to Online, isn’t too big.
  3. Make sure to keep a Backup of your QuickBooks Desktop Company file for just in case scenario.
Steps to save a backup company file in QuickBooks Desktop
Steps to save a backup company file in QuickBooks Desktop

Step 2: Import QB Desktop File to QuickBooks Online

QuickBooks Pro 2021License #:  0421-9621-3866-298Product #:  989375
QuickBooks Desktop Enterprise 21.0You don’t need any codes to open the trial.
QuickBooks Mac 2021You don’t need any codes to open the trial.
Trial Codes for Different QuickBooks Desktop Versions
  • Make sure that you are signed in as an admin to the QB Desktop company file that you want to import.
  • Now, In the Company menu and click on Export Company File to QuickBooks Online and then click Start your export option.
  • Also, you have to sign in [as an admin] to your QB Online company.
  • If you track inventory in QuickBooks Desktop then follow mentioned steps:
    • Click on Yes to bring them over and mention the as of date.
    • However, select No to set up new items in QuickBooks Online later on (Only in QB Online Plus & Advanced).
  • Now, Go to Choose online company dropdown and click on the company file you want to replace with the Desktop File. Then, click on Continue.
  • To proceed, enter Agree in the text field and then, click on Replace.
  • At last, click on Yes, go ahead and replace the data and finally clicking the Replace button.

If you’re using advanced featured of QB Enterprise, then either start fresh or go for a cloud-based option to keep using the features as the advanced feature data will not be converted to QuickBooks Online.

  • Sign in to the company file you want to import( as an admin).
  • Open the Product Information window by simultaneously pressing Ctrl + 1 key.
  • Press Ctrl + B + Q keys together and click on OK to open export window
  • Click on Get started.
  • Make sure to be signed in as an admin to your QuickBooks Online company.
  • Now, select the Choose online company dropdown and after selecting the Online Company file, click Continue.
  • Then, enter Agree in the text space and click on Yes, go ahead and replace the data followed by Replace to convert QuickBooks desktop to online.

Step 3: Make sure Your Books Match

Once your import completes, run one of your financial reports to check if it was successful. If both the reports on your QuickBooks desktop & Online matches, you can begin working with QuickBooks Online. However, if it doesn’t due to any reason, then we would recommend you reach out to our QuickBooks Data Service Solutions team to fix report discrepancies.

What Must You Do After Converting QuickBooks Desktop To Online?

After you Move QuickBooks Desktop Data To QuickBooks Online, you can avail all its features. Below we have listed some of them that can make your business tasks easier:

  1. Connect a Bank or Credit Card Account

When it comes to one of QuickBooks Online’s most useful and time-saving tools, Online Banking has to be at the top of the list (also known as Bank Feeds). When QuickBooks is connected to your bank or credit card account, it automatically downloads and categorizes bank and credit card transactions. Besides, it enters all the transaction details so you don’t have to enter them manually. Hasn’t it made it easier? The answer would surely be a YES.

Connect Bank or Credit card account to QuickBooks After conversion
  1.  Create and send an Invoice

If there’s a way to get paid for the products and services that you sell, make sure to send your customers an invoice. All you need to do is add what you sell to an invoice and email it to them. In return, your customers would pay their invoices online either by credit card or ACH bank transfer, if you sign up for QuickBooks payments.

  1. Track your bills and learn how to pay them

Note: If you wish to track sales tax, then, you have to set up location-based sales tax in QuickBooks in the first place.

Apart from tracking sales, QuickBooks Online has made it easier to track the business expenses as well, which in turn, gives a clear picture of your business and profit. Moreover, if you wish to pay for the expense in the future, you can enter it as a bill. It even enables you to record one or multiple bills simultaneously for multiple vendors. However, if you have paid for a service, you can enter that transaction as an expense. That’s how all your transaction types would be recorded in QuickBooks.

Also Read- What To Do To Recover QuickBooks Account? [If Unable to Sign In]

We have elaborated the entire conversion process that would help you convert QuickBooks desktop to online. However, there are chances of getting errors after QuickBooks desktop to online conversion, if you need any further assistance, we would suggest you give us a call on QuickBooks Data Service Solutions Toll-Free Number +1(855)-955-1942.

1. Can I use both QuickBooks Desktop and QuickBooks Online?

No, you can not use both QuickBooks Desktop and QuickBooks Online for the same company. These two are separate platforms that are not compatible with each other.

2. Which data does not get imported when I move from QuickBooks Desktop to QuickBooks Online?

Most of your data will get imported while switching from QuickBooks Desktop to Online, but there are a few things that will not get imported; these include:

1. Bank and credit card account reconciliation reports
2. Audit trail
3. Recurring credit card charges
4. Inventory from QuickBooks for Mac
5. Reports

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