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How to convert QuickBooks Desktop to Online

QuickBooks is one of the most popular accounting software and is available in two versions QuickBooks Online and QuickBooks Desktop versions because not every business or organization has the resources to run the Internet all the time.<br><br>If you want to access your data from the office or permit access to the users who are outside of your company, then it is the best decision to switch or convert QuickBooks Desktop to QuickBooks Online.

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How to convert QuickBooks Desktop to Online

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  1. HOW TOCONVERT QUICKBOOKS DESKTOPTO ONLINE www.wixzpert.com

  2. Today'sAgenda Introduction Steps to convert QuickBooks Desktop to QuickBooksOnline. Reason forconverting. Steps to TransferLists Things toknow. Import QB Desktop toQB Online. When not toconvert Things to do afterImporting Data.

  3. Introduction QuickBooksisoneofthemostpopularaccountingsoftwareandisavailableintwo versions QuickBooks Online and QuickBooks Desktop versions because not every business or organization hasthe resources to run the Internet all the time. Ifyouwanttoaccessyourdatafromtheofficeorpermitaccesstotheuserswhoare outside of your company, then it is the best decision to switch or convertQuickBooks Desktop to QuickBooksOnline.

  4. Things ToKnow Advantages of convert QB Desktop to QBOnline Converting is free. Intuit does not charge anything for importing data into theonline version. Efficiently compare reports of theprevious year with the currentyear. Able to access your data fromanywhere through theinternet. Features not Availablein QBOnline Salesorders. Fixed Asset Tracking withFixed AssetManager. Pricelevels. Estimate to actualmeaning.

  5. StepstoconvertQuickBooksDesktoptoOnline. Verify the Time and File Sizerequirements. Setup you QuickBooks Desktop Data for export to QuickBooksOnline. Singup for QuickBooks OnlineAccount. Open QuickBooksDesktop. Export the file to QuickBooksOnline. Again sign in into your QuickBooks Online Account. Select your companyinQuickBooks OnlineAccount. Copy the Datafiles.

  6. Import QBDesktop to QBOnline Prepare QuickBooksDesktop Companyfiles. 01 Import QuickBooksDesktop file to QuickBooksOnline. Points toremember: Keep in mind that you will be able to movethe files to QuickBooks Online only within 60 days after signingin. If you have already set up payroll in QB online, then you should move lists instead ofcompany files. You may not be able to convert some of yourlists and report due to the featuredifference. 02 Check whether YourBook match ornot. 03

  7. Get the Facility to run comparisonReports. 01 Reasonsfor converting Maintain Vendor andCustomer Transactions. 02 Maintain QuickBooksItems. 03

  8. When not toconvert There are mainly two situations where it highly recommended not to convert QuickBooks Desktop to QuickBooksOnline. The first situation is when your file contains over 350,000 targets. The most situable option for these companies isto export desktop lists so that customers, vendors, and items do not have to berecreated. The second situation: If your desktop books are messedup, you may not even want to change your data. In that case, we need to start withscratch.

  9. Steps to TransferLists When a complete conversion of QB Desktop data is not possible, then you have the best option is to manuallytransfer individual lists of data by an Excelspreadsheet. To export manually a list from QB Desktop, first displaythe list and choose the Excel option placed in thetoolbar. In the drop-down options, click on the Export CustomerList.

  10. Things to do after Importing Data. Before you start working in QB Online, you must verify that your data is imported successfully.The best method is to run a profit and lossstatement and balance sheet report in both QB Desktopand QB Online and comparetotals. Use the following parameters for bothparameters. All dates. Accrualmethod.

  11. That's awrap!

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