How Can I Migrate My QB Desktop to Online?

ByJames Richard
How Can I Migrate My QB Desktop to Online-min

Do you want to switch your QuickBooks to the Online version and are wondering, ‘Can I migrate my QB Desktop to Online?’ Migrating to QuickBooks Desktop is a significant step for any business, driven by individual needs and preferences. While some businesses, particularly service-based ones not reliant on inventory tracking, find QuickBooks Online (QBO) more suitable, others appreciate its cloud-based accessibility and enhanced collaboration features. 

The convenience of accessing accounting data from any device, along with seamless sharing capabilities with accountants, adds to the appeal of QBO. Moreover, the automatic Online upgrades without additional costs further enhance the move. However, the conversion process duration varies depending on factors such as data complexity and user experience, ranging from minutes to several hours.

Say goodbye to Desktop limitations and hello to cloud-based convenience. Make the switch today for streamlined financial management by dialing our Toll-Free Number +1 833-802-0002.

Effective Steps to Migrate QuickBooks Desktop to Online

Try out these two steps to migrate QuickBooks Desktop to Online. 

Step 1: Prepare your Desktop file

Note: You have 60 days from creating your QuickBooks Online account to transfer your data.

  • Check your version and release it on the Product Information page. QuickBooks versions 2019 R17 or higher are recommended.
  • Update QuickBooks if necessary.
  • Ensure your company file is less than 750,000 targets for conversion. Press Ctrl+1 to check.
  • Print your Sales Tax Liability report from Reports > Vendors & Payables > Sales Tax Liability, select All dates, and save them as a PDF.
  • For QuickBooks Desktop Payroll users, terminate inactive employees and wait 2-3 days after running payroll before moving your data.

Step 2: Migrate QuickBooks Desktop File to QuickBooks Online

If your QuickBooks version is 2020 or older, you can move your data using the QuickBooks migrator tool.

For QuickBooks Desktop Pro or Premier:

  • Sign in as an admin.
  • Navigate to Company > Export Your Company File to QuickBooks Online.
  • Click ‘Get started.’
  • Choose the Online company you want to replace with your file after signing in as admin.
  • Click ‘Continue.’
  • If you use QuickBooks Desktop to track inventories, choose ‘Yes’ to move the data across and provide the current date. To add more items later in QuickBooks Online, choose ‘No.’
  • Enter ‘Agree’ and click ‘Replace.’
  • Confirm the data replacement by selecting ‘Yes.’

For QuickBooks Desktop Enterprise:

  • Press Ctrl + 1 to open ‘Product Information.’
  • Press Ctrl + B + Q, then click ‘OK’ to open the export window and select ‘Get Started.’
  • Choose the Online company to replace your file and click ‘Continue.’
  • If you use QuickBooks Desktop to track inventories, choose ‘Yes’ to move the data across and provide the current date. To add more items later in QuickBooks Online, choose ‘No.’
  • Enter ‘Agree’ and click ‘Replace.’
  • Confirm the data replacement by selecting ‘Yes.’

Experience the convenience of QuickBooks Online over the Desktop version with our simple conversion steps. If you still question, ‘Can I migrate my QB Desktop to Online?’ Our team of QB experts is available to assist you anytime. Don’t hesitate to reach out to our QuickBooks helpline at our Toll-Free Number, +1 833-802-0002, for prompt and reliable support. Make the switch today and streamline your financial management effortlessly.

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