Have you been facing issues while trying to import QuickBooks Desktop to online? If that’s so, then you have reached the right destination. This comprehensive post will provide you with detailed instructions using which you can easily convert QuickBooks Desktop to QuickBooks Online. Most users prefer the QuickBooks Online version because it is a cloud-based software that they can operate from anywhere and at any time. Moreover, this software automatically creates a backup of your data, and there is a need to create a backup of the company file manually. Read this entire post and fix all your problems converting QuickBooks Desktop to Online.
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Step-By-Step Instructions to Convert QuickBooks Desktop to Online
If you don’t have any proper instructions to import QuickBooks Desktop to Online, you have reached the right place. Below we have discussed some of the simple steps to easily convert QuickBooks Desktop to Online without making much effort.
Step 1-Prepare your QuickBooks Desktop file.
- You must ensure that your QuickBooks application is updated to the latest release, either manually or automatically. Follow these procedures to determine which QuickBooks version you are currently using:
- In the first place, open the QuickBooks Desktop application on your computer.
- Then, on your keyboard, press the F2 key to bring up the Product Information window.
- You can check your current QuickBooks version and release it from the following window.
- When converting from QuickBooks Desktop to QuickBooks Online, make sure the company file is not too large.
Step 2: Import QuickBooks Desktop to Online
You must use the trial version to convert your file if you are running QB Desktop prior to 2018.
For QuickBooks Desktop Pro or Premier.
- First, log in as an admin to the company file you wish to import, then go to the Company menu and select Export Company File to QuickBooks Online.
- Select the Start Export option and log in to QBO as an administrator.
- You can also track inventories using the QB Desktop program by following the instructions below:
- Select Yes and then enter the as of date to bring them over.
- Select No if you want to create new items in QBO later.
- Then, select the QuickBooks Online company that you wish to replace with your company file and click Continue.
- To proceed, type "agree" into the text area and select Replace.
- Choose Yes, and proceed to replace the data. Select Replace from the drop-down menu.
For QuickBooks Desktop Enterprise
- To initiate the process, log in as an administrator to the company file you want to import, then click Ctrl + 1 to open the Product Information panel.
- After that, hit Ctrl + B + Q simultaneously, then OK to bring up the export window.
- Select Get started by logging in as an administrator in the QBO company file.
- Follow the procedures below if you want to trace the corporate file:
- Select Yes and then enter the as of date to bring them over.
- Select No if you want to create new items in QBO later.
- Click Continue after selecting the QuickBooks Online data file to be replaced with your company file.
- In the text field, type "Agree" and tap Replace.
- Mark the Yes checkbox, then replace the data and click Replace again.
Step 3:-Make Sure that your books match -
- Run one of your financial reports after you've finished the import process to see if it was successful.
- In QuickBooks Desktop and the QBO program, you may also run a profit and loss report on an accrual basis.
- If both reports are identical, you can continue working with the QBO application without interruption. If you have any issues converting Quickbooks desktop to online, you can contact the Data Services team for assistance in resolving report discrepancies.
Final Thoughts!!
Through this post, we hope that now you can easily import QuickBooks Desktop to Online and use the QBO without any interruptions. However, if you are still get stuck at any of the above listed points, contact our highly-trained experts by dialing the helpline number +1(800)-578-0315.