Do you wish to convert QuickBooks Desktop to Online? But are you worried about what to do? how to start? Then, don’t worry! You don’t need to start over all again. You can easily convert QuickBooks desktop company files to QuickBooks Online with some simple steps. This migration from QB Desktop to Online will allow you to access the QB company file from anywhere, along with giving many other benefits. So, let us look at the steps you need to undertake to Convert QB Desktop to QB Online.
Steps You Need to Undertake to Convert QuickBooks Desktop to Online
Here are 3 steps that will help you easily convert from QB desktop to QB Online. Follow the steps in order for smooth processing:
Step 1: Get Your Desktop Files Ready For Conversion
You get 60 days time from the date you create your QB Online account to move your data. So, check for the following things before moving your data:
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Make sure that your QB is up to date.
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Your company file is not too big to export it.
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Check if the total targets in files are less than 750000 by pressing the Ctrl + 1 keys on the keyboard. If it is more than that, it can not be converted into QB Online.
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Also, print a copy of your Sales Tax Liability report, you will need to make adjustment entries after the conversion.
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For this, go to the Reports menu, followed by Vendors & Payables and then Sales Tax Liability.
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Then, from the Dates drop-down, select All and then hit Save as PDF from the Print dropdown.
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Lastly, choose the folder, name the file, and hit Save.
Step 2: Move your QB Desktop file to QuickBooks Online
Follow the below-given steps for QuickBooks Desktop Pro or Premier:
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Log in to your QB Desktop as an admin.
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Then, go to the Company menu and hit on Export Company File to QuickBooks Online.
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Now, choose the Get Started option and click on Select Destination.
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Then, sign in to your QB Online account.
Follow the below-given steps for QuickBooks Desktop Enterprise:
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Log in to your company file with the admin account.
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Then, press F2 and get your product information.
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When your product information window gets open up, press CTRL+B+Q and hit OK given at the bottom of the page.
Step 3: Use your QuickBooks Online Account
After you have done the above-mentioned steps, you can now use your QB Online account easily. You just need to set up a few things, like connecting your bank account and setting up location-based sales tax, and then you are good to go.
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Summary
This brings us to the end of this article about converting QuickBooks Desktop to Online. If you face any issues following these steps, then we recommend you connect with our QB support staff at the +1-(855)-955-1942
Frequently Asked Questions
Q1: Can I convert my QuickBooks Desktop data to QuickBooks Online?
A: Yes, QuickBooks allows you to easily convert your Desktop company file to QuickBooks Online. This helps you access your data from anywhere with internet.
Q2: What’s the first step to convert QuickBooks Desktop to Online?
A: Open your QuickBooks Desktop file, then use the “Export to QuickBooks Online” option found under the Company menu to start the conversion process.
Q3: Will all my data transfer during the conversion?
A: Most financial data transfers, including customers, vendors, accounts, and transactions, but some desktop features or custom reports may not migrate fully.
Q4: Is there a file size limit when converting QuickBooks Desktop to Online?
A: Yes, QuickBooks Online has a file size limit (usually under 350,000 targets like transactions), so very large files might require cleanup before conversion.
Q5: How long does the conversion from Desktop to Online take?
A: Conversion time depends on your file size and internet speed. Small files can convert within minutes; larger files may take hours.
Q6: Do I need a QuickBooks Online subscription before converting?
A: Yes, you must have an active QuickBooks Online subscription before exporting your Desktop file into it.
Q7: Can I undo the conversion after moving to QuickBooks Online?
A: No, once converted, you can’t revert the same file back to Desktop, so keep a backup of your original Desktop company file.
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