How Can I Transfer QuickBooks Desktop to Online?

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quickbooks desktop to online

There are many scenarios where the users have some urgency to access their QuickBooks but can’t since they don’t have their laptops nearby. For these situations, Intuit introduced QuickBooks Online, which is easily accessed from any place with the internet. But to use the QuickBooks Desktop data, you have to transfer it to QuickBooks Online. This might be a challenging task to migrate QuickBooks Desktop to Online, but this blog will guide you.

To transfer the data of QuickBooks Desktop to QuickBooks online, you must first subscribe to QuickBooks Online. Without it, it can’t be possible. So we are explaining the steps for subscribing to QuickBooks Online.

Read About:- QuickBooks File Doctor Tool

 

How to Subscribe to QuickBooks Online?

It is the primary step before converting the data from QuickBooks Desktop to Online. Go with the following steps:

  1. Firstly, using a web browser, log in to QuickBooks.
  2. Secondly, when the QuickBooks page appears, click on the Gear icon.
  3. In the third step, select the Account and Settings option.
  4. Now, from the left menu, click on the Billing and Subscription option.
  5. When the page opens, click the Subscribe button and enter your payment information.
  6. After the successful payment, click the Subscribe button.

When you subscribe to QuickBooks Online, it’s time to convert QuickBooks Desktop data to QuickBooks Online for easy accessibility from anywhere.

Read about:- Quickbooks Migration tool

 

How to Transfer QuickBooks Desktop to Online?

Sometimes, users think that transferring the QuickBooks Desktop data in the Online version may be difficult to operate. But the user interface for both is the same. You will get the exact operating steps in QuickBooks Online as you get with the Desktop version. Now, we are heading towards the transferring data procedure.

Note: You only have the option to migrate QuickBooks Desktop to Online within 60 days of the QuickBooks Online subscription start date. If the subscription passes 60 days, you must cancel it and set up a new one. 

 

Step 1: Ready QuickBooks Desktop File

 

Make Sure the Company File doesn’t Exceed the Size Limit

  • The File size (MB) doesn’t count while converting the desktop data to Online, but targets do.
  • Converting the desktop to online, the desktop file should be less than the accompanying limits.
    1. With the latest updates, the QuickBooks Desktop Enterprise 2021 has limits of 750,000 targets.
    2. QuickBooks Premier and Pro 2018 and newer have 750,000 targets.
    3. QuickBooks Enterprise 2020 and previous versions have 350,000 targets.
    4. Mac QuickBooks Desktop has 350,000 targets.
    5. QuickBooks Premier and Pro 2018 and previous versions have 350,000 targets.

Note: If the company file crosses the target limit, it will not migrate your QuickBooks Desktop to Online. You can only migrate the balances and lists to QuickBooks Online.

 

Ensure That QuickBooks is Up to Date

It is mandatory to have the latest updated QuickBooks Desktop application to transfer the data to QuickBooks Online. If not, then go with the following steps:

  1. First, open QuickBooks and choose the Help menu.
  2. Then, click on Update QuickBooks Desktop.
  3. Now, reach the Update Now tab. If you want to remove all the previous updates, choose the Reset Update checkbox.
  4. Here, click on Get Update and begin the download.
  5. After the update download, restart QuickBooks.
  6. When asked, accept to install the new update.
  7. Print Sales Tax Liability Report Copy

It is also a necessary step you will use after the convert QuickBooks Desktop to Online. It will help you to enter adjustment entries after the migration. Following are the steps:

  1. Open QuickBooks and get to the Reports menu.
  2. Choose Vendors & Payables and then the Sales Tax Liability option.
  3. Now, using the Dates dropdown, you have to select All.
  4. After that, go to the Print dropdown, and click on Save as PDF option.
  5. Lastly, pick a folder to save them, provide a name to the file and click on Save.

 

Step 2: Transfer File from QuickBooks Desktop to Online

It is recommended to use the QuickBooks Desktop File Restoration Tool to update your file if you are using QuickBooks Desktop 2018 and older versions. Or you can’t process the migration. The converting procedure for QuickBooks Pro and Premier is different from QuickBooks Enterprise. So we will explain both differently. Here we go.

 

For QuickBooks Desktop Pro and Premier

The converting procure for Pro, and Premier QuickBooks versions are the same. So go with the following to convert Pro and Premier QuickBooks Desktop to Online.

  1. Firstly, log in as Admin in the company file that you are going to transfer.
  2. Secondly, click on the Company option and then Export Company File to QuickBooks Online.
  3. After that, click on Start Your Export option.
  4. Now, in the QuickBooks Online company, log in as an administrator.
  5. Later, click on Choose Online Company and pick QuickBooks Online Company for replacing with your company file.
  6. Click on Continue.
  7. You can track the inventory from the QuickBooks Desktop with the following:
    • Click Yes, to fetch them and enter as if date.
    • Click No, to set up new items in the Online.
  1. Afterward, type Agree in the text box and click Replace.
  2. Hit the Yes, go ahead, and replace the data.
  3. Lastly, click on Replace, and in some time, the data will be transferred from QuickBooks Desktop to Online.

 

For QuickBooks Desktop Enterprise

QuickBooks Enterprise contains some advanced features like advanced inventory and advanced reporting. If somehow you utilize them, then it is suggested to start fresh since there are chances that the QuickBooks Desktop data to Online conversion will stop. Now follow the accompanying means to transfer QuickBooks Desktop to Online.

  1. In the Desktop Company file, login as an Admin.
  2. Then, press the Ctrl+1 keys to access the Product Information Window.
  3. When the window opens, press the Ctrl+B+Q keys and click OK to show the export window.
  4. After that, go for the Get Started option.
  5. Now, log in to your QuickBooks Online Company as an Admin.
  6. Later, click on Choose Online Company and pick QuickBooks Online Company for replacing your file.
  7. Click on Continue.
  8. You can track the inventory from the QuickBooks Desktop with the following:
    • Click Yes, to fetch them and enter as if date.
    • Click No, to set up new items in the Online.
  1. Afterward, type Agree in the text box and click Replace.
  2. Hit Yes, go ahead and replace the data.
  3. Finally, click on Replace, and in some time, the data will be transferred from QuickBooks Desktop to Online.

Now, your QuickBooks Desktop data is successfully transferred to QuickBooks online. But after the migration, what do you do? So to overcome these scenarios, we explain the things in the next section.

Read about:-QuickBooks tool hub

 

What to do After QuickBooks Desktop to Online Migration?

Many users don’t know the next step after converting the data to QuickBooks Online, so we are here. This coalition will deliver you everything you will have to do after the conversion.

 

Step 1: Analyze Your Financial Reports 

First, compare and analyze the given reports in QuickBooks Online and Desktop to ensure that your data is copied properly.

  • Balance Sheet Standard
  • Profit and loss Standard

Also, ensure that when you run your reports:

  • The accounting method is assigned on Accrual.
  • The date is assigned to All Dates options in both products.
  • Check the balance for each Undeposited Funds and Accounts Receivable (A/R) account.

 

Step 2: Check Account Detail Types

After successfully migrating QuickBooks Desktop to Online, you must review the detailed types of accounts, such as Undeposited Funds. Somehow, most accounts didn’t clarify what should be the detail type. So, a generic detail type is assigned by QuickBooks Online, like other suspicious income in these accounts, and can change this later. You can utilize the Account List report to check the account detail type with the following steps.

  1. Go to the Business Overview tab and pick the Reports option.
  2. Then, search and open the Account List report.
  3. Now, check your accounts.
  4. After that, choose Account Name to edit the account detail type.
  5. In the next step, choose the Details Type, and select the right detail type.
  6. Lastly, click on Save and Close.

Read about:- QuickBooks Install Diagnostic Tool

 

Summing Up

QuickBooks Online is the perfect solution to access and use the QuickBooks file from anywhere. It is easily accessed with mobile also from anywhere. So to convert QuickBooks Desktop to Online, you have the steps now. You can perform the above steps and transfer your data. We also recommend you create a backup of your QuickBooks Data file, to retain all the data in case of any mishappening. However, if you think you need some technical help in migrating the Desktop data Online, then you can contact the Experts with Live Chat and Email. Our ProAdviosrs will revert soon with the best solution for your concern. Thank You!


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