How to Convert from QuickBooks desktop to online: A comprehensive Guide
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.
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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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