Do you also want to take advantage of working anywhere across the globe with your team members? In that case, you only need to convert QuickBooks Desktop to QuickBooks Online. After this, you can get access to your company data remotely with a stable internet connection. Moreover, you can also benefit from the cloud features and work freely without worrying about data loss. In this post, we have provided the complete procedure to migrate from QuickBooks Desktop to Online.
Are you finding it complicated to convert QuickBooks Desktop to Online without any knowledge? Contact us at 1.866.409.5111 and speak with our QB professionals to get sure-shot solutions.
Pre-Considerations To Get Ready For the Conversion Process
You must consider the key points before converting the QuickBooks Desktop to Online.
1. Conduct the Backup of the Data File
• If you are working in multi-user mode, tap on the File menu and choose Switch to Single-User Mode.
• After that, go to the File menu and choose the Create Backup tab, followed by the Local Backup option.
• Soon after this, choose the Local Backup and then hit the Next tab.
• Now, select the Browse tab from the Local Backup Only section. Later, select a suitable location to save the backup file.
• Also, you must set the number of backups that you wish to keep.
• Then, the test run will be performed to ensure the data file is backed up.
• Later, hit the OK tab once you make the necessary changes.
• Furthermore, select Save it Now and then click the Next option. This action will display a confirmation message when the backup is complete.
2. Also, verify that you are accessing the most current version of QuickBooks Desktop. To update it to the latest version, you must continue with the following steps.
• If you are presently working in multi-user mode, switch to the File menu and choose Switch to Single-User Mode.
• Afterwards, opt for the Help menu and then pick the Update QuickBooks Desktop.
• Thereon, go with the Update Now tab, tap the Get Updates and then Close option.
• Now, pick the File menu and the Exit option to move further.
• At last, you must relaunch QuickBooks Desktop and then try running it if you have payroll.
3. After this, you must verify the Total target number. Within QuickBooks Desktop, you must press the Ctrl + 1 keys together to bring up the Product Information window. However, if the target number exceeds 1,20,000 for the Canada edition and 500,000 for the UK and South Africa, you are eligible for a list and balance conversion.
4. Disable the Payroll in QuickBooks Desktop file-
You must perform the steps below to turn off the payroll in the QuickBooks Desktop file.
• Begin the process by clicking the Edit menu and then hit the Preferences tab from the drop-down menu list.
• After that, opt for the Payroll & Employees tab and choose the Company Preferences tab.
• Finally, hit the No Payroll option to complete the process.
5. Store the Sales Tax Liability Report-
You must save or print a copy of your Sales Tax Liability report by following the instructions below.
• Begin the process by clicking the Reports tab and then opt for the Suppliers & Payables tab.
• After this, pick the Sales Tax Liability option and then hit the All tab from the drop-down menu list.
• Now, you must opt for the Save as PDF tab from the Print drop-down menu.
• Afterwards, pick the folder where you wish to save the reports so you can print them in a hard copy.
6. Get Ready With the QuickBooks Online Account
Before you prepare for the conversion process, you must generate the QuickBooks Online account and check the system specifications for a smooth QBO experience.
Discussing How to Convert Your Data From QuickBooks Desktop to Online
Adhere to the instructions below to convert your data from QuickBooks Desktop to Online for a smooth migration process.
1. QuickBooks Desktop Pro or Premier
• Open the QuickBooks Desktop application and ensure you sign in as admin to the data file you wish to import.
• After that, tap on the Company menu and opt for the Export Company File to QuickBooks Online tab.
• Now, hit the Get Started option and then go to the Select Destination tab.
• Finally, log in to your online account using the correct credentials.
2. QuickBooks Desktop Enterprise
• Launch the QuickBooks application and ensure you sign in as admin to the data file you must import.
• Now, use the F2 key to bring the Product Information window on the screen.
• When the Product window opens, hit the Ctrl + B + Q keys and then click the OK tab.
For instance, if you want to monitor the inventory in QuickBooks Desktop, do the following:
• Primarily, click the Yes tab to open the inventory. Then, mention the starting date from where you wish to track.
• After that, opt for the No tab if you don’t want to set any new items in QBO.
• Once the conversion process ends, you will receive an email regarding the same. All you require is to tap on the “Complete your setup” tab from the email.
• Now, you must log in to your QuickBooks Online account again.
• On this page, you must select the data file you wish to launch on your computer. After this action, the QuickBooks Online dashboard will open on the computer screen.
Moving the Lists
To import the list in the QBO application, you have to export it from the QuickBooks Desktop. This is necessary because every list has its own set of instructions. So, you have to follow the steps for the item you wish to import.
Setting Up the Inventory
You can enable inventory tracking in QuickBooks Online by applying the instructions below.
• Initially, you must tap on the Settings menu and opt for the Account and Settings tab.
• After this, click the Sales tab and then hit the Edit tab within the Product and Services area.
• Next, you must enable the Show Product/Service column from the sales form.
• Now, switch on the Track quantity and price/rate. Later on, you must opt for the Track inventory quantity on hand.
• Finally, hit Save and then click the Done tab to restore the changes made.
Concluding This Post!!
Hopefully, this post will guide you through the conversion of QuickBooks Desktop to Online smoothly. Furthermore, if you are still having any issues, then have a conversation with our QB professionals for quick assistance.
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