Steps To Migrate Quickbooks
Desktop To Online Easily
When you migrate QuickBooks Desktop to Online, it streamlines your financial management with cloud
accessibility and real-time updates. This transition might seem daunting, but it can be smooth and
straightforward with the right steps. This blog will guide you through the essential steps to ensure a
seamless migration, from preparing your data to setting up in the online environment. Let’s dive into the
process and make your move to QuickBooks Online as easy as possible!
Migrating QB Desktop to the Online Version by Following These
Steps
After migrating your QuickBooks data, you need to set up your company file and activate features in
QuickBooks Online, even if you're getting help from ProAdvisors. To simplify the process, we have
provided detailed instructions for you to follow and complete the process smoothly.
Step 1: Prepare Your QuickBooks Desktop File
Note: After creating your QuickBooks Online account, you only have 60 days to move your data from
your Desktop. If you don’t remember how old your company file is, sign in to QB Online and refresh
the page to see the personalized info.
1.Ensure your company file size isn’t too big.
2.The target to convert the company to QuickBooks Online should be less than 750,000. To check this,
press Ctrl+1 on your keyboard. You can import lists and balances into QBO or start fresh if the target is
higher.
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3.Print a copy of your Sales Tax Liability report. After moving to QB Online, you must manually enter
adjustment entries.
4.Ensure that you terminate or deactivate all the employees who are no longer working for you and
haven't been paid in the current year.
Step 2: Moving the QuickBooks Desktop File to Online
Once you are ready to move your QB Desktop file to Online, follow the instructions below to start the
process.
1.Click Export Your Company File to QuickBooks Online from the Company menu in QB.
2.Hit Get Started.
3.Sign in to your QuickBooks Online company as an admin.
4.Click Choose Online Company, select the company you want to replace with the recent one, and then
hit Continue.
5.If you used to track inventories in QuickBooks Desktop:
1. Click Yes to bring them over, then enter the date as per your inventories.
2. Hit No if you want to set up new items later in QuickBooks Online rather than importing.In the
text field, enter Agree and then choose Replace.
6.Select Yes and go ahead to replace your data.
7.Finally, click Replace.
Step 3: Get Started with QuickBooks Online
Once you converted your QuickBooks Desktop, you need to prepare QuickBooks Online to get started:
1.Connect your bank or credit card accounts with QuickBooks Online.
2.Start creating and sending invoices to your customer.
3.Start tracking your bills and learn how to pay while using QB Online.
4.Set up and activate payroll in QuickBooks Online.
5.Finally, Get Started.
The steps mentioned above are curated with experts' assistance to help you easily migrate QuickBooks
Desktop to Online. You can perform the steps even if you are new to QuickBooks and set up your
QuickBooks Online to get started. But if QuickBooks migration failed unexpectedly, we recommend you
review the detailed article linked to fix the issues.
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