How to convert QuickBooks Desktop to Online

1. HOW TO CONVERT QUICKBOOKS DESKTOP TO ONLINE www.wixzpert.com

2. Today's Agenda Introduction Things to know. Steps to convert QuickBooks Desktop to QuickBooks Online. Import QB Desktop to QB Online. Reason for converting. When not to convert Steps to Transfer Lists Things to do after Importing Data.

3. Introduction 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. 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.

4. Things To Know Advantages of convert QB Desktop to QB Online Features not Available in QB Online Converting is free. Intuit does not charge anything for importing data into the online version. Efficiently compare reports of the previous year with the current year. Able to access your data from anywhere through the internet. Sales orders. Fixed Asset Tracking with Fixed Asset Manager. Price levels. Estimate to actual meaning.

5. Steps to convert QuickBooks Desktop to Online. Verify the Time and File Size requirements. Setup you QuickBooks Desktop Data for export to QuickBooks Online. Singup for QuickBooks Online Account. Open QuickBooks Desktop. Export the file to QuickBooks Online. Again sign in into your QuickBooks Online Account. Select your company in QuickBooks Online Account. Copy the Data files.

6. Import QB Desktop to QB Online Prepare QuickBooks Desktop Company files. 01 Import QuickBooks Desktop file to QuickBooks Online. Points to remember: 02 Keep in mind that you will be able to move the files to QuickBooks Online only within 60 days after signing in. If you have already set up payroll in QB online, then you should move lists instead of company files. You may not be able to convert some of your lists and report due to the feature difference. Check whether Your Book match or not. 03

7. Get the Facility to run comparison Reports. 01 Reasons for converting Maintain Vendor and Customer Transactions. 02 Maintain QuickBooks Items. 03

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

9. Steps to Transfer Lists When a complete conversion of QB Desktop data is not possible, then you have the best option is to manually transfer individual lists of data by an Excel spreadsheet. To export manually a list from QB Desktop, first display the list and choose the Excel option placed in the toolbar. In the drop-down options, click on the Export Customer List.

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 loss statement and balance sheet report in both QB Desktop and QB Online and compare totals. Use the following parameters for both parameters. All dates. Accrual method.

11. That's a wrap!