A Quick Guide to Migrate QuickBooks
Desktop to Online
QuickBooks Desktop is a popular program in the accounting business. In any case, as the requirement for
inaccessible availability and cloud usefulness rises, QuickBooks Online is a good choice. This blog directly
offers a step-by-step procedure to migrate QuickBooks Desktop to Online.
Standard utilization of QuickBooks can lead to the buildup of company records and information, possibly
causing capacity issues or slower preparation of speeds. Therefore, transferring QuickBooks data
between systems may become necessary. This can be done manually or using migration software. This
article aims to delve deeper into the complete procedure to transfer QuickBooks Desktop to
QuickBooks Online without any error.
Seeking a specialist to aid you with QuickBooks migration? Your search ends here! Contact us on our
+1.833.802.0002 for additional support.
Detailed Procedure To Migrate Quickbook Desktop To Quickbooks
Online
We are here to guide you step by step on migrating QuickBooks Desktop to Online. To avoid getting error
messages such as ‘move QuickBooks to another greyed out’ you need to follow these steps in
sequence.
Step 1: Keep Your QB Desktop File Ready
1.Check the current QB version by pressing the F2 key to check the Product Information. Make sure to
check the current version and the release date.
2.Also, make sure the company file has less than 750,000 total targets. However, if it exceeds you can
consider moving balances and lists to QBO.
:3.Print a Sales Tax Liability report for adjustment entries after the importing. Go to Reports > Vendors &
Payables > Sales Tax Liability.
4.Select ‘All’ from the Dates dropdown.
5.Choose ‘Save as PDF’ from the Print dropdown and save the file.
Step 2: Transfer QB Desktop to QB Online
For QuickBooks Desktop Pro or Premier:
1.Use admin credentials to start QB Desktop.
2.Navigate to ‘Company,’ then select ‘Export Your Company File’ to QuickBooks Online.
3.Click ‘Get started.’
4.Also, use the admin credentials to start the QuickBooks Online company.
5.Choose the online company to replace with your company file, then select ‘Continue.’
6.If you track inventory in QuickBooks Desktop, select ‘Yes’ to bring them over and enter the as-of date
(use the day after your last tax filing period).
7.Select ‘No’ to set up new items later in QuickBooks Online.
8.Enter ‘Agree’ in the text field, then select ‘Replace.’
9.Confirm by selecting ‘Yes’ to replace the data.
For QuickBooks Desktop Enterprise:
1.To check the Product Information, press Ctrl + 1 together.
2.Press Ctrl + B + Q, then select ‘OK’ to display the export window, and click ‘Get started.’
3.Choose the online company to replace with your company file, after logging into QBO.
4.Then, click ‘Continue.’
5.If you track inventory in QuickBooks Desktop, select ‘Yes’ to bring them over and specify the as-of
date (use the day after your last tax filing period).
6.Select ‘No’ to set up new items later in QuickBooks Online.
7.Enter ‘Agree’ in the text field, then select ‘Replace.’
After following the above steps, you are ready to use QB online. Familiarize yourself with the updated
interface and new features of QuickBooks Online, as it operates differently from the Desktop version.
We advise you to seek guidance from a professional or reach out to the QuickBooks support team on
our +1.833.802.0002 to migrate QuickBooks Desktop to Online.