QuickBooks is one of the top accounting applications that help small and mid-sized businesses perform their business tasks with ease. This software program can be accessed in different variants, like QuickBooks Desktop, Online, and Pro. You can choose among the variants as per your requirements, and in case you want to switch your QB variants, you can do so with ease. QuickBooks allows users to convert QuickBooks data with the help of effective conversion steps. If you want to convert QuickBooks Desktop to Online, you can follow the steps provided in this article to perform the process successfully.
If you are having difficulty performing the conversion process or are getting issues while converting your data, you can reach out to us at 1.855.738.2784 and get assistance from our technical team.
What Does Converting to QuickBooks Online Imply?
Converting QuickBooks enterprise to pro generally implies migrating the files and data from one QuickBooks software version to another. All the QuickBooks versions, like Pro, Premier, Online, and Enterprise, come with different features. Hence, it’s important to choose the right QB variant for your business.
However, if, for any reason, you want to switch your variant, you can do so by following the conversion steps provided in this article.
Reasons for Choosing QuickBooks Online over QuickBooks Desktop
If you want to switch to QuickBooks Online, the following common reasons might be why –
- There are benefits of 100 add-on features available in QuickBooks Online, which is restricted in QuickBooks Desktop.
- The whole conversion process is fairly simple to perform and doesn’t cost a penny.
- You can easily compare different reports in different timelines using QuickBooks Online.
- QuickBooks Online holds your company data in a highly protected cloud environment, which keeps it safe.
- When you move to QuickBooks Online, there is an ease of accessibility that is not present in QuickBooks Desktop.
- With QuickBooks Online, you can access your company data from anywhere across the world, at any time.
- You can sign up with more users in QBO than in QB Desktop, which is another upside of converting to QuickBooks Online.
- QuickBooks Online, you do not bear any hosting cost as QBO is saved on Intuit’s servers and accessible from there.
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Prerequisites for Importing Data from QuickBooks Enterprise to Online
Before we perform the QuickBooks conversion process, we need to ensure that the following requirements are fulfilled –
- You will require an Internet Explorer version of 10 or later.
- A stable and secure internet connection with good bandwidth.
- You will need to subscribe to the QuickBooks Online essential or Plus version.
- Your company file needs to be not older than 60 days; otherwise, you will need to expand the subscription.
- You need to take care of the file size requirement as the total target count cannot exceed 3,50,000
- targets. If the file is bulky, you need to condense it to perform the conversion process without any hindrances.
- You will also require admin access to QuickBooks Online to perform all the functions smoothly.
Lastly, when you move to QuickBooks Online, you need to remember that the following data will not get converted to QuickBooks Online –
- Bank, credit card, and account reconciliation reports.
- Inventory from QuickBooks for Mac version.
- Credit card charges that are recurring.
- Reports.
- Audit trail.
Methods to Convert QuickBooks Data from Desktop to Online
You can use the following three methods to migrate QuickBooks Enterprise data to Online.
Method 1 – Verify Data
The first step is to verify your QB data from the File menu. For this, you need to go to the QuickBooks File menu and access the Utilities drop-down to select the Verify Data option. Once data is verified, you can fix any damage found by using the Rebuild Data option.
Method 2 – Save the QB Desktop Company File in QBO Format
You need to create a copy of your company file, which is supported in QuickBooks Online. Go to the File menu of your QuickBooks Desktop and select Copy Company File from the Utilities menu. Next, save the file on your Desktop and create a new file with the extension OE.qbw.
Method 3 – Import your QB Desktop File to the Online Version
Once you have verified your data and converted the company file to the QBO format, you need to import the QB file.
- From the Company menu, select More and click on Import QuickBooks Desktop Data.
- Choose the file you want to import and wait for the QB file import process to complete.
- Once done, you will get a confirmation mail on your screen confirming the same. Click on OK, Got It! and finish the process.
How to Convert QuickBooks Desktop to Online using Easy Steps?
If you want to learn how to move QuickBooks Desktop to Online, you can follow the conversion steps given below –
- Update your QuickBooks Desktop to the latest release if you haven’t already. For this, go to the Help menu and select the Update QuickBooks Desktop option. Once updates are downloaded, click on Install Now and finish the upgrade process.
- Next, you need to verify the file size requirements as mentioned above in the prerequisite section.
- Your file should not be older than 60 days to be eligible for conversion. An alternative is to find a QB Pro Advisor and get it extended to 180 days.
- Before converting, you need to prepare your data and finish any outstanding payroll, inventory, or bank-related tasks. Remove any unnecessary data from the system and take a data backup to prevent accidental data loss.
- Form a QBO account by filling in all the required details and log out of the account to access QuickBooks Desktop.
- Select Export Company File to QuickBooks Online from the Company menu, and enter your login credentials.
- Checkmark the I have read and agreed to the terms of service checkbox and make a copy of your company file.
- After the file is successfully imported, you will get a confirmation message. Select OK, got it on the Export to QuickBooks Online window, and open the confirmation mail.
- Continue to account setup and check if you can see all your QuickBooks Desktop data in QuickBooks Online.
- After you successfully convert QB enterprise files to Online, verify all the required data that is exported to the Online version. Make sure you do not delete your QuickBooks Desktop company files until you find all the required information in QuickBooks Online.
- Run any reports from Profit and Loss, Balance Sheet, and other features by selecting Reports from the left pane.
- From the Date drop-down menu, select Customize and choose All to verify the information available in the chosen report.
- Once you are sure that all your data is converted and there is no mismatch, you can continue operating on your data in QuickBooks Online.
Conclusion
You can easily convert QuickBooks Desktop to Online by performing the conversion steps. You can use the information given in this blog and perform the procedure to convert to QuickBooks Online successfully. If you are facing any issues while converting your data, you can reach out to us at 1.855.738.2784 and get assistance from our team of experts.
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