How to Convert QuickBooks Desktop into QBO – Guide

Intuit’s website has a number of QuickBooks Desktop programs to choose from, but the site defaults to buying QuickBooks Online. The good news is that QuickBooks Desktop isn’t going away anytime soon. That didn’t stop Intuit from trying everything to persuade you to switch to QuickBooks Online. Contrary to what Intuit would have you believe, the desktop and online versions of QuickBooks aren’t the same. ..

QuickBooks Online is a viable accounting software replacement for small and medium businesses, but its lack of extensive inventory management and reporting capabilities makes it less-than-ideal for larger businesses or current QuickBooks Desktop Enterprise customers.

How to convert to QuickBooks Online

  1. Log in to QuickBooks Online.
  2. Choose the “New Account” option.
  3. Enter your name and contact information.
  4. Choose the “Account Type” option and choose QuickBooks Desktop as your account type.
  5. Click on the “Create New Account” button to start the conversion process!

To start the backup process, you will need to switch to single user mode. When in single-user mode, click on the File drop-down menu. select the back Up Company option and then the Create local backup option. Once in the local backup option, you’ll want to choose where to save your QuickBooks Desktop company backup file.

The QuickBooks Desktop application will automatically generate a test backup to ensure the process is working properly. Before starting the conversion process, you’ll also want to make sure your QuickBooks Desktop application is complete. Up Until the present date. This can be done by going to the Help option and clicking on the Update QuickBooks Desktop option. This will download all current updates to ensure you have the most complete version before starting the migration process.

If you have more than 350,000 destinations in QuickBooks Desktop, you will need to migrate your data to QuickBooks Online. ..

If the total number of targets displayed is greater than 350,000, you may have a few options. First, you can try to condense the number of targets by removing closed targets. If that doesn’t work, you can only do a partial conversion to QuickBooks Online by transferring lists rather than entire files.

If you are expecting a refund, file your tax liability report as soon as possible to avoid penalties and interest. ..

To save your current tax liability report, you will need to complete the migration process.

QuickBooks is a popular accounting software that can be used to manage finances. It can be used to track expenses, sales, and other financial data. QuickBooks can also be used to create invoices and receipts.

If you don’t already have a QuickBooks Online account, you’ll need to create one now. Just visit the QuickBooks Online page to view the list of available plans and subscribe up for the plan that best suits your needs. ..

The migration process begins by creating a new user account on the new platform. This account will be used to access the features of the new platform and to manage your data. You will also need to create a new password for this account.

If you are using QuickBooks Desktop Pro or QuickBooks Desktop Premier, you will first have to open QuickBooks Desktop as an administrator. Once on the system, you will select the Company menu from the main menu and select the Export Company File to QuickBooks Online option.

If you are migrating from QuickBooks Enterprise to QuickBooks Online, the process is slightly different. First, you need to press Ctrl + 1 to access the product information window. Next, you will need to click Ctrl + B + Q and then click OK. Finally, click on the Start your export option. If you are currently tracking inventory, you will have the option to migrate your total inventory. However, keep in mind that if you currently use advanced reporting and inventory, you will not be able to convert your current data to QuickBooks Online. ..

-Your company’s list of employees -Your customers’ list of customers -Your invoices and payments list To export these lists, follow these steps:

  1. Open QuickBooks Online.
  2. Click on the Export Lists button.
  3. Type in the following information: -The name of the list you want to export -The location where you want to store the exported lists (for example, “C:\Users\username\QuickBooks Online”)
  4. Click on the Export button.

To migrate your data, you will need to create a list of items to be migrated.

Final note

QuickBooks Desktop is a popular accounting software that can be used to manage finances. It can be used to track expenses, sales, and other business activities. However, converting QuickBooks Desktop into a QBO can be difficult. This guide will help you do just that.