QuickBooks is a professional program to organize business accounting and bookkeeping. It is developed for small and medium-sized businesses. QuickBooks also provides to operate their finances from anywhere anytime through QuickBooks Online. To use QB Online, you have to convert the QuickBooks Desktop to QBO. But the main issue is How to Convert QuickBooks Desktop to Online. Through this blog, we will present to you the easiest way to migrate the QuickBooks Desktop data to QuickBooks Online. Converting the data has many benefits which we will be going to describe in the next section.
QuickBooks Desktop Vs Online – Benefits
Before knowing how to convert QuickBooks Desktop to Online, let’s have a look at the benefits of converting. Following are:
- Converting the QB desktop data online free of cost.
- You can compare the present year’s report data to the previous year.
- It helps in cutting the infrastructure cost of the accountants.
- You can easily utilize QuickBooks Online in real-time.
After knowing the benefits, let’s proceed to the converting process.
How to Convert QuickBooks Desktop to Online?
Converting the QuickBooks Desktop data to QuickBooks Online is an easy task. You can easily convert the data with the following steps:
Step 1 – Check File Requirements
Tip: You can migrate your Desktop data to QB Online within 60 days of QBO subscription. And if it exceeds the 60 days, then try.
- Go for the QuickBooks ProAdvisor version, which can convert your QuickBooks data to 180 days of subscription.
- Use a new email address to create a new QB Online Subscription.
- Verify your data.
Step 2 – Prepare Data
In the next step of how to convert QuickBooks Desktop to Online, follow these steps:
- Before migrating the data, shut all the running programs in QuickBooks associated with inventory, payroll, bank accounts, etc.
- Update all the data before converting. This is a useful time to eliminate all unwanted data.
- Before migrating, create a backup of data. Then, on the QuickBooks desktop, click on the File, then on Back-Up Company>>Create Local Backup.
Step 3 – Create a New QuickBooks Online Account
- After all the data-related work, make a new QuickBooks Online account. Fill in the necessary details.
- Now, log out of the newly created QuickBooks Account to migrate QuickBooks Desktop to Online.
Step 4 – Open QuickBooks Desktop
- After logging out of the newly created QuickBooks online account, open the QB desktop for converting the data.
- Ensure that you downloaded the recent update. If not, navigate to the Help menu and pick QuickBooks update.
- After the Company Menu, pick the Export Company file to QB Online.
Step 5 – Sign in Back to the New QB Online Account
- Sign in to the new QuickBooks Online account. You will be questioned if you want to convert your existing inventory.
- If you pick yes, the inventory value will be recorded then from the mentioned start date.
Step 6 – Choose QuickBooks Online Company File
From the drop-down choose the QBO company file to convert the data.
Step 7 – Copy Data
Now, in the final step in how to convert QuickBooks Desktop to Online, you have to copy the data. Here’s how:
- After picking the company data file, copy the File.
- Then, you will receive a notification, and click OK.
- Your data is prepared in QuickBooks Online. You will get a confirmation email questioning you to finish the setup.
- Now, click on the Complete the Setup option for logging into QuickBooks Online.
- Before performing on QBO, verify the data have appropriately converted.
Also Read: QuickBooks Tool Hub
The Bottom Line
With the help of this blog, we derive the best technique for how to convert QuickBooks Desktop to online. We also mention the QuickBooks Desktop Vs Online benefits. You can follow the above steps and easily convert the data. If after following the steps, you still can’t migrate the QuickBooks Desktop data online then call our QuickBooks phone number at +1-520-463-7633.
