Comprehensive Guide to Migrate QuickBooks Desktop to Online

Do you want to migrate QuickBooks Desktop to Online? In this event, you need not to start from the beginning. As usual, you'll continue your business by moving your desktop record to a QuickBooks Online organization. There are numerous benefits to switching from QuickBooks Desktop to QuickBooks Online, including increased availability, real-time upgrades, and robotized backups. 

This article offers intensive instructions to assist you in moving or migrating your QuickBooks Desktop records to QuickBooks Online. Each step is essential, from making sure any doubt your computer program is up to date to checking target checks, printing required reports, and following particular trade and import methods. The objective of this asset is to streamline the migration process and make it as simple and hassle-free as conceivable so you'll begin taking advantage of QuickBooks Online immediately.

Our specialized group of professionals is accessible to help you if you're new to QuickBooks Desktop and Online or can guide you in taking advantage of QuickBooks Online. Contact us by phone at +1.833.802.0002, and we'll respond to your questions immediately.

Why Convert QuickBooks Desktop to Online?

Listed below are some advantages of converting the QuickBooks version.

1. One of its benefits is that converting QuickBooks Desktop to QuickBooks Online is free. Intuit also offers accessible data import to the online version.

2. You can effortlessly compare reports from this year to those from the previous year.

Stepwise Instructions to Move QuickBooks to the Online Version

Below, we have mentioned the stepwise process to help you migrate your QuickBooks Desktop to the Online version. So, follow the steps below carefully and move your files conveniently. 

Step 1: Get Your Desktop File Ready

Let’s prepare your company file before starting the migration process: 

1. Make sure QuickBooks is updated.

2. To confirm that the total amount of your targets is less than 500,000, use the keyboard shortcut Ctrl + 1.

3. Enter your customer opening balances in a new QuickBooks Online file if the total exceeds this. 

4. Print a copy of your Sales Tax Liability report, as you'll need it for adjustment entries after your move.

5. Navigate to the ‘Reports’ menu and select ‘Suppliers & Payables.’ Then, choose ‘Sales Tax Liability.’

6. From the Dates dropdown menu, select ‘All.’

7. Select ‘Save as PDF’ from the Print dropdown menu at the top. 

8. Click ‘Save’ after naming the file and selecting the folder where you want to save it. 

Step 2: Move Your QuickBooks File To Online

Follow these steps promptly to move QuickBooks Desktop to Online.

1. Log in as an admin to the company file you wish to import.

2. Select ‘Export Company File to QuickBooks Online in the Company menu.’

3. Click ‘Start your export.’

4. Log in as an admin to your QuickBooks Online account.

5. Select ‘Choose online company file’ and pick the QuickBooks Online company you want to replace with your current company file.

6. Click ‘Continue.’

7. If you track inventory in QuickBooks Desktop:

8. Select ‘Yes’ to include inventory and enter the date.

9. Select ‘No’ if you prefer to set up new items in QuickBooks Online later.

10. Type ‘Agree’ in the text field, then click ‘Replace.’

11. Choose ‘Yes’ to move further and replace the data, then click ‘Replace.’

So, this was all about how to migrate QuickBooks Desktop to Online. Hopefully, these steps helped you in the conversion process. However, users sometimes experience the QuickBooks migrator tool not working and interrupting the whole process. In such cases, we recommend you contact professionals by dialing +1.833.802.0002 and consulting them about the issue.

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