What are the ways for Migrating QuickBooks Desktop to Online

Are you considering switching from QuickBooks Desktop to QuickBooks Online for accounting needs? QuickBooks Online provides accessibility and flexibility that Users Find convenient. However, migrating QuickBooks Desktop to Online may seem intimidating. In this approachable guide, we'll simplify the intricacies and lead you through the smooth transfer from QuickBooks Desktop to QuickBooks Online.

Although the procedures described could make things easier, risks are involved, and making an error could have serious consequences. Instead of taking unnecessary risks, Contact the committed Technical Support Team at 1.833.802.0002 for professional advice during the conversion from QuickBooks Desktop to Online. Our experts have extensive knowledge and expertise, so they can ensure a smooth transition without jeopardizing any financial data.

Benefits You Will Get by Switching from QuickBooks Desktop to QuickBooks Online

Let's explore the benefits of switching before starting with the migration process:

Through Intuit, you can convert QuickBooks Desktop to QuickBooks Online for free.
QuickBooks Online streamlines company operations by enabling users to view their financial data from any location at any time.
Comparison: QuickBooks Online makes it simple to compare reports from several periods, giving you important information for making decisions.

An In-depth Guide on Migrating QB Desktop to Online

Let's now go through the essential steps needed to convert QuickBooks Desktop to QuickBooks Online:

First Step: Back up the company file

If QuickBooks Desktop is currently in multi-user mode, switch to single-user mode.
Head to the file menu, then choose "Create Backup."
Select "Local Backup" and provide the backup file's location.
Choose the number of backups you wish to save .
Verify the backup and store it.
After the backup procedure is finished, you will receive a confirmation message.
There is no need for manual backups because QuickBooks Online securely stores data in the cloud.

Second Step: Update QuickBooks Desktop

Navigate to the File menu from the top and choose "Single User Mode."
Choose the "Update QuickBooks Desktop" option in the Help menu’s dropdown.
Choosing the "Update Now" button will start the updating process.
Select "Get Updates" once the update is complete, then close the window.
To finish the update, go to the file menu and select quit.
To ensure the updates are applied properly, restart QuickBooks.
Run payroll if you have it when the updating procedure is finished.

Third Step: In QuickBooks Desktop, turn off payroll

Navigate to the Edit tab and click the dropdown menu to select Preferences.
Select Payroll and Employees from the menu on the left.
In the preferences window, select the Company Preferences tab.
To prevent payroll issues after migration, choose the "No Payroll" option.

Fourth Step: Ensure to Save the Sales Tax Liability Report

Select Suppliers and Payables from the Reports menu.
Select the Sales Tax Liability option.
Click the date dropdown and choose "All."
Click "Save as PDF" from the print dropdown menu at the top to save the document as a PDF.
After giving the file a name and specifying the folder to be saved, select "Save."
For a hard copy reference from migration, you can choose to print the file.

Fifth Step: Export the lists and reports

Exporting lists and reports is optional; it becomes mandatory only if the company reaches or above 700,000 targets.
In QuickBooks Desktop, navigate to the Reports menu and choose the Report Center.
Select the required report from the dropdown menu and open it.
To export the report, click Excel on the toolbar.
Select "Create New Worksheet" from the Excel menu to create a new Excel workbook or update an existing one with the report data.
If necessary, choose to update the current worksheet.
Choose "Export" and navigate to the workbook on the computer.
Select the "Advanced" option if necessary to format the data in a particular manner.
When exporting is complete, click OK.

Sixth Step: Open a QuickBooks Online account

To continue with the migration, get a QuickBooks Online subscription.
Choose a subscription plan that best suits your requirements by looking through the options.
Make sure your computer fulfills all the system requirements of the QuickBooks program.
If prompted to sign in, use the current QuickBooks Desktop login information.
You can reset the password for QuickBooks Desktop if you have forgotten it.

In conclusion, the process of migrating QuickBooks Desktop to Online doesn't have to be difficult. You may effortlessly move the data and make the most of QuickBooks Desktop by using the techniques in this guide. But if you're still having trouble with the process, give the Accounting Helpline a call at 1.833.802.0002 for expert guidance. Our QuickBooks Experts have the knowledge and resources necessary to fix every issue with QuickBooks.

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