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 convert 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.

Comments

Post a Comment

Popular posts from this blog

How to Easily Rectify QuickBooks Error Code 15271?

Image
  Are you exasperated due to recurring dead-stops while trying to update QuickBooks Desktop? These technical issues may be due to some network-related issue or due to technical issue propping in the form of various error codes. This current blog shall elaborate on Error Code 15271. Notably, Error 15271 belongs to the 15xxx family of error codes that show up while installing the updates for QuickBooks Desktop. This article shall be unravelling all the facts and various troubleshooting approaches to troubleshoot the QuickBooks Error 15271 in one go.    What is the QuickBooks Update Error 15271? Accounting to the sources, the QuickBooks Error 15271 is an update error that can occur when the user tries to update the software or payroll service to latest version. You may see the error message " The payroll update did not complete successfully. A file cannot be validated ." on your desktop screen, when the error occurred:   Why does QuickBooks Error 15271 Sh...
Read more

How to Fix QuickBooks File Doctor Stopped Working Error?

Image
  QuickBooks is a software solution designed for small and medium-sized businesses to manage inventory, sales, and finances. It offers various features like merchant services, product supplies, and marketing tools. However, QuickBooks can encounter errors, and in such cases, Intuit's File Doctor can help resolve the issue. But sometimes, the utility itself can face errors like " QuickBooks File doctor stopped working ". Let's understand why this error occurs and how to fix it.   A brief review of QuickBooks File Doctor Not Working Error QuickBooks File Doctor software is a blend of " QuickBooks 2014 R4 " and newer versions. It is created by Intuit to resolve errors and minor glitches in QuickBooks. However, some users have reported issues such as the software stopping, crashing, hanging or displaying an exception. In such cases, the software generates an error message that reads " QuickBooks File Doctor is not working ".   Causes of this ...
Read more

QuickBooks Error 377 While Banking Online – How to Resolve It?

Image
Errors in QuickBooks are common and come with easy solutions. As a user of QuickBooks, one must be ready to face technical glitches at times and also be aware that such errors come up with definite solutions. The errors are easily resolvable and have no long time fixation. A quick reading of this article will provide the users of QuickBooks a detailed overview of the QuickBooks error 377 which shows up during the process of Banking online and the ways in which the users can troubleshoot it.   THE ERROR- What is QuickBooks Error 377? Just like other errors which occur in QuickBooks, the error 377 is a common technical error which comes up with easy solutions. This error occurs when the user tries to download transactions from a bank account which is linked into the application. Upon the occurrence of this error, an error message shows up on the screen saying " The old connection is gone. Reconnect now with the new faster, more reliable one to get back on track ." This error ...
Read more