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Convert QuickBooks Desktop to Online in 8 Steps

Do you want to access your QuickBooks anytime and anywhere, then you need to switch to QuickBooks Online and the best thing is the conversion of QuickBooks Desktop to QuickBooks online is very easy.

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Convert QuickBooks Desktop to Online in 8 Steps

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  1. Convert QuickBooks Desktop to Online in 8 Steps Do you want to access your QuickBooks anytime and anywhere, then you need to switch to QuickBooks Online and the best thing is the conversion of QuickBooks Desktop to QuickBooks online is very easy. In this article we will discuss about how to migrate QuickBooks Desktop data to QuickBooks online. For the conversion of QuickBooks desktop to QuickBooks you need to get the QuickBooks online. So in fist step subscribe for QuickBooks Online. Things to Consider Before You Convert QuickBooks Desktop to Online You need to consider few things before the conversion of QuickBooks Desktop to QuickBooks online such as QuickBooks Desktop usually is faster for experienced bookkeepers, has more features are available for dealing with inventory, and can report estimated v/s actual job costs Here are the eight steps to convert QuickBooks Desktop to Online. Check the File Size Requirements Launch QuickBooks Desktop Press the Key F2 to determine the total target count. If the file has above 350,000 targets, reduce the target by condensing your QuickBooks File. Prepare Your QuickBooks Desktop Data for Export to QuickBooks Online Update your QuickBooks file as much as possible prior to your conversion. Ensure to Reconcile all the bank accounts, process your payroll and adjust inventory

  2. Restore and Backup your company file. To create Backup: Go to File > Select Backup Company > Create Local Backup. Create a QuickBooks Online Account Go to the website of https://quickbooks.intuit.com/oa/online/. Select preferred version of QuickBooks Online Create accounts for QuickBooks Online Provide Basic Information of Company such as company’s name and description. Log Out of Your QuickBooks Online Account Export Company File to QuickBooks Online Open your QuickBooks Desktop Sign in to the company you are converting to QuickBooks Online. Click on Company in the top menu bar Select Export Company File to QuickBooks Online. Note: If you don’t find the option Export Company File to QuickBooks Online, then you need to download the most recent QuickBooks Desktop update. Select Update QuickBooks from the Help menu and follow the instructions. After the completion export company file Sign into Your QuickBooks Online Account through the Desktop Program Open QuickBooks Desktop Select data to export Verify the company is ready to export, and then it ask you to sign in your QB online accounts. Indicate Whether You Want to Import Inventory Into QuickBooks Online QuickBooks Desktop determines the inventory cost by using the average cost method. However, QuickBooks Online uses the first-in, first-out (FIFO) method, which may have a significant impact on the book value of your inventory. If you are not sure or want to import your inventory, click no. You can import your inventory later from an Excel spreadsheet. Select Your Company in QuickBooks Online Select the QuickBooks Online company file from the drop-down menu list. In case of multiple company file, select the correct file because the conversion will replace any existing data. Copy Data File After you select your company, QuickBooks will work for a few minutes and then give you a confirmation screen similar to this:

  3. QuickBooks emails you when your QuickBooks Online company file is ready, but in case of large file it could take several hours. Once you receive your email, similar to the one below, click on the Complete your setup button to log into QuickBooks Online and review from the top toolbar in the Vendor Center, select Excel and Export Vendor List.

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