Undertake QuickBooks Data
Migration to Online: Effective
Steps to Perform
QUICKBOOKS DATA MIGRATION TO ONLINE
QuickBooks, as an accounting application, provides accounting and
business features to its users. There are different QB versions for different
business needs that help the user to choose the best one for them. But
sometimes, users might need to switch up their versions, like convert
QuickBooks Desktop to Online. For the QuickBooks data migration to online
process, there are certain steps that are needed to be followed, which are
mentioned in the article below.
If you are having trouble understanding the steps or resolving the error
message on your own, you can reach out to us at 1.855.738.2784 to get
assistance from our QB experts.
Main Advantages of Converting to QuickBooks
Online Version
You might want to switch to QuickBooks Online because of the following common
benefits –
• The conversion process to move the data to QBO is free of cost and can be
undertaken without any technical experts.
• QuickBooks Online has various add-on features that are not available in
QuickBooks Desktop.
• The data stored in QBO is more secure because of the cloud storage and can be
accessed by users any time, from anywhere.
• Another benefit of the QuickBooks Online version is that there is no need to create
a data backup in the software.
• QBO also allows to compare different reports and data from different time periods.
How to Migrate QuickBooks Desktop to QuickBooks
Online in Simple Steps?
You can move to QuickBooks Online by using the converting steps provided below –
• Firstly, back up the company file to avoid data loss or data damage in the process
by selecting the Back Up Company option and choosing the Create Local Backup
option.
• Now, check the file requirements and remember that only the data within 60 days of
subscription can be transferred; otherwise, you will need a pro advisor to extend the
limit.
• Prepare the data for transfer and ensure that all the pending tasks are completed,
and all the unwanted data is removed.
• Next, create a QBO account and provide all the necessary details, followed by
logging out and logging in to QuickBooks Desktop.
• Ensure that your QB Desktop is updated to the latest release, and if not, go to the
Help menu to select the Update QuickBooks Desktop option.
• Go to the Company menu and select the Export Company File to
QuickBooks Online option to begin the data transfer process.
• If you want to transfer your inventory, you need to export it, and the value
will the recalculated by using the FIFO method.
• From the drop-down menu, select your QBO account and wait for the
export process to complete.
• Once the QuickBooks Online migration process ends, you need to match
the reports and files with the old account to check for any mismatch.
Conclusion
You can easily perform the QuickBooks data migration to online process by using
the steps given above. If there are issues in the conversion process, you can call
us at 1.855.738.2784 to get assistance from our technical support team.