Perform QuickBooks Migration to Online
with Effective Steps
There can be many reasons why you would need to migrate your QB data. It can be
while shifting systems or moving to another version. You can migrate to QuickBooks
Online if your business needs have changed, and you can perform the migration
process by using a few easy steps. To successfully perform the QuickBooks
migration to online procedure, you can use the step-by-step process given below in
this article.
You can reach out to us at 1.855.738.2784 to get professional help from our
support team in case you are unable to perform the migration process or are
facing issues with the same.
Main Reasons Why You Should Convert to
QuickBooks Online
If you are planning to move to QuickBooks Online, the following advantages might be
why –
1. The conversion process is free of cost and can be easily performed without any
professional help.
2. In QuickBooks Online, the data is stored on cloud software instead of your system,
which makes it more secure.
3. QuickBooks Online allows users to access their QB data from anywhere at any
time.
4. It is much easier to compare reports from different timelines using the QBO
account.
Ways to Successfully Convert QuickBooks
Desktop to QuickBooks Online
To perform the QuickBooks Online migration process, you can follow the steps
mentioned below.
1. The first step is to verify your QB data by running the Verify Data utility from
the File menu. If any issues are identified, you can access the Rebuild Data tool
and fix the QB data errors before migrating them.
2. Next, you need to save the company file in a QBO format by creating a copy of the
company file and creating another data file with the OE.qbw extension.
3. Now, go to the Company menu to select the Import QuickBooks Data option and
navigate to the File menu.
4. Check the file size requirement to import the QB data within 60 days of
subscription. You can also extend the subscription to 180 days by consulting a
QuickBooks Pro Advisor.
5. You need to clean all your data before importing it and create a local data backup
from the Back Up Company option of the File menu.
6. Next, create a QBO account and open QuickBooks Desktop to export the data to
QuickBooks Online.
7. Once the data import process is complete, you will receive a confirmation mail, and
once done, move to the inventory section.
8. If you want to import your inventory and switch to QuickBooks Online, you need
to remember the inventory is measured using the FIFO method in QBO.
9. Lastly, once all the data is transferred, click on the Complete your Setup button
and review the data to check for any data mismatch.
Conclusion
If you want to perform the QuickBooks migration to Online process, you can use
the steps given in this article to migrate successfully. If there are issues in the
conversion process, you can call us at 1.855.738.2784 to get assistance from our QB
experts.