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Migrating from QuickBooks Desktop to QuickBooks Online

Here we will explain how to move QuickBooks desktop file to QuickBooks online. Well, no need to start over again, just converts your desktop file to QuickBooks online company. The process to move your QuickBooks desktop file to QuickBooks online, involves some basic steps, which we have elaborated below.

To get a better insight into moving QuickBooks desktop file to QuickBooks online, make sure that you read this segment carefully till the end. Or consult our accounting professionals using our tech support number.

Steps to move QuickBooks desktop file to QuickBooks online

You can perform the below steps, so as to move QuickBooks desktop file to QuickBooks online.

Step 1: Keep your desktop file ready

Step 2: Import the desktop file to QuickBooks online

QuickBooks desktop pro

  • Sign in as an admin to the company file you need to import

  • Head to company menu and choose export company file to QuickBooks online

  • Choose start the export

  • Sign in as an admin to QuickBooks online company

In case you track inventory in QuickBooks

  • Choose yes to bring them over and specify the as of date

  • Choose the online company drop down and select QuickBooks

  • Select continue tab

  • Enter agree and choose replace

  • Choose yes tab and select replace

QuickBooks enterprise

  • Here, you would have to sign in as admin to the company file you wish to import

  • Press Ctrl + 1 keys to open the product information window

  • Press ctrl + B+ Q and choose ok tab to display the export windows

  • Furthermore, choose get started

  • And sign in as admin to QuickBooks online company

  • Just in case you are able to track inventory in QuickBooks, then choose yes to bring them over and specify the as of date

  • Or select no if you wish to set up new items later in QuickBooks online

  • You need to then select the online company dropdown and choose the QuickBooks online company you wish to be replaced by the company file

  • Go for continue tab

  • Enter in agree in the text field, along with that choose replace

  • Last but not the least choose yes, go ahead and replace the data and choose replace option

Step 3: Ensure the books to match

  • For this, you would have to run a report on accrual basis on both QuickBooks desktop and online

  • In case your reports tally, then start with QuickBooks online

Reading this segment would surely assist you in moving QuickBooks desktop file to QuickBooks online. For any queries, consult our U.S. based accounting professionals at 1-800-615-2347 and let them perform the process on your behalf. Our tech geeks will ensure to provide you with immediate technical assistance.

  • Olivia Watson
  • Jul 29 2021
  • New idea
  • Attach files