Easy & Effective Ways to Convert QuickBooks Desktop to Online
When working on the QuickBooks application, a lot of features are provided for convenience. One such feature is the QuickBooks conversion process, which is fairly simple and easy. There can be many reasons you would want to convert QuickBooks Desktop to Online, like better features and secured accessibility. To transfer to QuickBooks Online, you need to perform a few steps. If you are planning on making a move to QuickBooks Online, you can follow the steps provided in this article.
If you are unable to perform the conversion process or there are issues with the same, you can reach out to us at 1.855.738.2784 to get assistance from our technical team.
Things to Consider While Converting to QuickBooks Online
QuickBooks Online has a lot of benefits over the Desktop version. There are additional features, and your data is stored in a secured cloud environment. QuickBooks Online provides ease of accessibility, and multiple users can access the data from anywhere, anytime. This QuickBooks Online conversion process is simple and doesn’t cost a penny.
Most information and data will transfer automatically to QuickBooks Online, whole some features might have a different name. So, let’s get started with the transfer process and convert QuickBooks Desktop to Online.
You May Read Also: How To Resolve QuickBooks Payroll Issues
Steps Involved to Switch to QuickBooks Online from QuickBooks Desktop
You can follow the steps provided below to perform a QuickBooks enterprise to online conversion.
- Check the file requirements by pressing F2 and determining the total target count. If the file exceeds the maximum target of 3,50,000, you need to condense them.
- Next, update your QuickBooks Desktop for a smooth transfer process from the QuickBooks Help menu. Select the Update QuickBooks Desktop option and go to the Update Now tab.
- Make sure to reconcile all your bank account and payroll details, and adjust inventory. Remove any unwanted data and complete the pending ones before starting the conversion.
- Back up your company file from the File menu to avoid any accidental data loss. Go to the Back Up Company option and create a local file backup in QuickBooks.
- Create a QBO account and input your company name and description to fill in the respective fields.
- Go back to QuickBooks Desktop and sign in to the company you are trying to convert. Go to the Company menu and select Export File to QuickBooks Online to initiate the export process.
- Go to your QBO account and select Move Now, followed by tracking your inventory. QBO uses the FIFO method of measuring inventory, so adjust accordingly.
- Click on Yes, Sign me in, and verify your identity to successfully log in to QuickBooks Online.
- From the drop-down list, select the QuickBooks Online company you want to import your data.
- Copy the data file, and the transfer process might take a few minutes to an hour, depending on the quantity of data being transferred.
- Lastly, check the transferred data and compare it with the original one to ensure there is no data mismatch.
Conclusion
To convert QuickBooks Desktop to Online, you need to perform the step-by-step process given in this article. If you are encountering any issues while performing the conversion process, you can call us at 1.855.738.2784 and get assistance from our expert team.
Recommended To Read: How To Resolve quickbooks error 6123
0
