You can convert QuickBooks Desktop to Online to access the software anytime. This can be easily done without starting over, and you have the time of 60 days to move your data to QuickBooks Online after you sign up for it. However, there is a set file requirement size that you cannot exceed.
This blog will list the steps to easily convert from QB Desktop to Online and transfer your data.
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The Requirements for Migrating From QuickBooks Desktop to QuickBooks Online
Before you start with the transfer process, you need to go through the checklist below and ensure that the requirements are met:
- Check and make sure that your QuickBooks Desktop is up-to-date
- Ensure that the target limit doesn’t exceed 750,000. To check the total targets, open QuickBooks Desktop and press Ctrl+1 or F2.
- QuickBooks Desktop that you are using should be of Pro, Premier, or Enterprise version.
- You should have either access to an accountant or an admin user for QuickBooks.
- Ensure that company file size is not very large
Convert QuickBooks Desktop to Online in Easy Steps
First, you need to create a QuickBooks Online account, and you have a timespan of 60 days to move your data. However, update your QuickBooks Desktop before starting, and the above requirements are met. Moreover, you must install QuickBooks Desktop on the system to carry out the conversion process.
Print Sales Tax Liability Report
Once you are done moving, you will need to input adjustment entries. This is where the sales tax liability report comes into the picture. Therefore, print it beforehand.
- Navigate to Reports and then click on Vendors & Payables
- Now, click on Sales Tax Liability
- In the drop-down column of dates, choose the option all
- You will see a print button and a drop-down beside it. Click on the drop-down and then on Save as PDF.
- Now save the file at some location where youc can quickly access it.
Read about this: File 1099 in QuickBooks Desktop Easily – Expert Tips You Must Know
Move QuickBooks Desktop to Online
This step is where you move your data from QuickBooks Desktop to QuickBooks Online. Follow the steps below:
- Sign in as admin to the QuickBooks company file
- Now, navigate to Company and then click on Export Company file to QB Online.
- Now, click on Start your export.
- After that, sign in to QuickBooks Online with your admin account
- Now, click on choose online Company, and then select the QuickBooks Online company you would like to replace
- Click on Continue.
- If you track inventory in QB Desktop, click Yes to bring them in and enter as of date.
- If you want to set up items later, select No now.
- After that, click on Agree and then select Replace.
- When you are ready, confirm and replace.
Get Technical Assistance
These steps will help you convert QuickBooks Desktop to Online in an easy manner. However, if you get stuck or have a query, you can contact our QB ProAdvisors, who are available 24/7. Dial +1-(855)-955-1942 now!
Frequently Asked Questions
Q1: Can I easily convert QuickBooks Desktop to Online?
A1: Yes, QuickBooks allows a built-in feature to move your data from Desktop to Online. With proper steps, you can transfer company files, lists, and transactions quickly.
Q2: Will I lose data when switching from QuickBooks Desktop to Online?
A2: No, most data transfers correctly, but some reports and features may look different. Reviewing the migrated data after conversion is always recommended.
Q3: How long does it take to convert QuickBooks Desktop to Online?
A3: The process usually takes just a few minutes, depending on the size of your company file. Large files may take longer to upload.
Read about this: Stop Struggling with QuickBooks Error 6094 – Here’s the Ultimate Guide
Q4: Do I need to update QuickBooks Desktop before converting?
A4: Yes, updating QuickBooks Desktop to the latest release ensures smoother conversion and prevents compatibility issues during the migration.
Q5: Can payroll data be converted from QuickBooks Desktop to Online?
A5: Some payroll details may not transfer automatically. You might need to re-enter certain payroll history in QuickBooks Online after the conversion.
Q6: Is QuickBooks Online better than QuickBooks Desktop?
A6: Both have advantages—QuickBooks Online offers cloud access and mobility, while Desktop provides advanced features. It depends on your business needs.
Q7: What should I do after converting QuickBooks Desktop to Online?
A7: After conversion, check balances, reports, and lists to confirm accuracy. Adjust settings in QuickBooks Online to match your business workflow.
