Convert from QuickBooks desktop to online

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 Convert from QuickBooks desktop to online

If you want to know the procedure to “convert from QuickBooks desktop to online” then you are at the right place. In this article, I will give you a detailed solution to convert from QuickBooks desktop to online. So, read this article to know further useful information about it.

Convert from QuickBooks desktop to online
Convert from QuickBooks desktop to online

How to convert from QuickBooks desktop to online

Sure, here is a more detailed explanation of the steps to convert from QuickBooks Desktop to QuickBooks Online:

1.     Create a backup of your QuickBooks Desktop file: 

Before you begin the conversion process, it is important to create a backup of your QuickBooks Desktop file. This will ensure that you have a copy of your data in case anything goes wrong during the conversion process. To create a backup, you need to go to File > Backup > Create Local Backup.

2.     Sign up for QuickBooks Online

Next, you will need to sign up for QuickBooks Online. You can do this by visiting the QuickBooks Online website and selecting the plan that best suits your needs.

3.     Import your QuickBooks Desktop files into QuickBooks Online using the "File Migration Tool": 

Once you have signed up for QuickBooks Online, you can use the File Migration Tool to import your QuickBooks Desktop file into QuickBooks Online. The File Migration Tool is a free tool that can be downloaded from the QuickBooks website. You will need to follow the on-screen instructions to import your data.

4.     Review and verify your data in QuickBooks Online

After the import is complete, you will need to review and verify your data in QuickBooks Online. This is important to ensure that all of your data has been converted correctly and that there are no errors.

5.     Once you are satisfied with the data, you can begin using QuickBooks Online

Once you have reviewed and verified your data, you can begin using QuickBooks Online. You may need to adjust your data and settings, but you should now be able to use QuickBooks Online for all of your accounting and bookkeeping needs.

It is important to note that not all features and data from QuickBooks Desktop will be converted to QuickBooks Online. Some features such as inventory, payroll, In addition, custom forms may not be available in QuickBooks Online. Before you begin, you should check the compatibility of your file and features with QuickBooks Online, and make any necessary adjustments to your data before converting it.

What are the requirements to convert from QuickBooks desktop to online?

Here are the general requirements for converting QuickBooks Desktop to QuickBooks Online:

1.     A QuickBooks Desktop file

To convert your data from QuickBooks Desktop to QuickBooks Online, you will need a QuickBooks Desktop file. The file should be a backup copy of your data, as the conversion process will not modify your original file.

2.     An active QuickBooks Online subscription

To use QuickBooks Online, you will need to have an active subscription. You can sign up for a subscription on the QuickBooks Online website.

3.     Internet connection

A stable internet connection is required to import your data from QuickBooks Desktop to QuickBooks Online.

4.     File Migration Tool

The File Migration Tool is free and provided by QuickBooks to import your data from QuickBooks Desktop to QuickBooks Online. This tool can be downloaded from the QuickBooks website.

5.     Compatibility

Before you begin, you should check the compatibility of your file and features with QuickBooks Online, and make any necessary adjustments to your data before converting it.

6.     File size

QuickBooks Online has a file size limit of 350,000 total list entries (customers, vendors, employees, etc.) and 3 million total transaction entries (invoices, bills, bank transactions, etc.). If your Desktop file exceeds these limits, you will need to prune your data before migrating.

7.     Operating System and QuickBooks Desktop version

The File Migration Tool is compatible with Windows 7, 8, and 10 and with QuickBooks Desktop versions 2018-2021.

8.     A computer

You will need a computer to install the File Migration Tool and run the conversion process.

What things to consider before converting from Quickbook desktop to online

Here are some things to consider before converting from QuickBooks Desktop to QuickBooks Online:

1.     Feature compatibility

Not all features available in QuickBooks Desktop are available in QuickBooks Online. Before you begin, check the compatibility of your file and features with QuickBooks Online, and make any necessary adjustments to your data before converting it.

2.     Data integrity

Verify that your data is accurate and complete before converting it. This will ensure that your data is converted correctly and that there are no errors.

3.     File size

QuickBooks Online has a file size limit of 350,000 total list entries (customers, vendors, employees, etc.) and 3 million total transaction entries (invoices, bills, bank transactions, etc.). If your Desktop file exceeds these limits, you will need to prune your data before migrating.

4.     Custom forms and reports

Custom forms and reports created in QuickBooks Desktop may not be compatible with QuickBooks Online. You will need to recreate these forms and reports in QuickBooks Online after the conversion. 

If you are facing any problems then read our article Problems Converting QuickBooks Desktop to Online. 

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