A Practical Guide to Convert QuickBooks Desktop to Online
Tags: migrateqbdesktoptoqbo, convertqbdesktoptoqbo, migrateqqbdatatoqbo
Published: 2024-03-27 16:39:43

Do you want to know the quick steps to convert your QuickBooks desktop to online? If yes, this blog is for you. If you desire to upgrade your software to a different version, you can achieve it by following this blog. Sometimes, while you attempt to upgrade from QuickBooks Desktop to QuickBooks Online, errors may occur, such as it stops working, an option, or export disappearing.
 
The decision to migrate from QuickBooks Desktop to QuickBooks Online depends on factors such as the complexity of your company file. This file contains crucial business information like inventory, employee data, customer lists, banking history, and accounting records. Assessing the complexity of your company file is critical to determining the feasibility and success of the migration process.
[**Easy Migrate QuickBooks Desktop to Online Now**](https://quickbooksdatamigration.com/blog/migrate-quickbooks-desktop-to-online/)

## Why Should You Switch from QB Desktop to Online?
There are several benefits when you migrate QuickBooks Desktop to Online, such as:

1. Accessibility: Manage your business from anywhere with the mobile app, allowing transactions, reports, and invoices from your smartphone or tablet.
2. Reduced IT Overhead: Eliminate desktop hassles with secure, automatically backed-up data and seamless updates.
3. Unified Ecosystem: Access integrated services like Payroll, Payments, Time Tracking, and thousands of apps.
4. Automatic Tracking: Connect bank accounts to track and categorize transactions automatically.
5. Collaboration: Work across teams and devices simultaneously, with multiple users included at no extra charge. Provide accountants with real-time access to accurate insights.

## Stepwise Migration Process to Get QuickBooks Online
To migrate your QuickBooks Desktop to Online, you must follow multiple steps, so be careful and don’t miss any step to get the result. These steps are:
### Step 1: Prepare Your Desktop File
Note: After creating your QuickBooks Online account, you have 60 days to transfer your data. Check your company's age by logging into QuickBooks Online. Next, reload this page to see customized information.

- The first and foremost thing for you to do is to ensure that QuickBooks is updated.
Press F2 or Ctrl+1 to verify the release and version you are using. You'll be more successful if you have any of the following QuickBooks releases and versions or higher: 2022 R5, 2021 R10, 2020 R15, and 2019 R17.

- Make sure there is enough space in your company file for export.
For the objectives to be transferred to QuickBooks Online, the total must be less than 750,000. To check, use the keyboard shortcut Ctrl+1. You can import lists and balances into QBO or start over if the amount exceeds that.
Find out what goes online and what doesn't with QuickBooks.
Navigate to Reports and choose Vendors & Payables. Choose Sales Tax Liability.
Choose All from the Dates▼ dropdown menu.
Choose Save as PDF from the Print▿ dropdown menu.
After naming the file and selecting Save, you can save it in the chosen folder. 

- If you use QuickBooks Desktop Payroll, deactivate or terminate any workers who have left your company and haven't received their salaries for the current year.
Be sure to migrate your data two or three days after running payroll. This step will guarantee that your pay information is transferred to QuickBooks Online. Then, be sure to transfer your data before the following payroll.

### Step 2: Transfer your file from QuickBooks Desktop to QuickBooks Online
Note: If your QuickBooks version is 2020 or older, you can use an online tool to transfer your data to QuickBooks Online.
For QuickBooks Desktop Premier or Pro
- As an administrator, log in.
- Select Export Your Company File to QuickBooks Online after selecting Company.
- Click "Get started."
- Log in to your QB Online account as an admin.
- Choose Select online company, and select the company you wish to replace with your company file.
- Click "Continue."
- If you use QuickBooks Desktop to track inventory:
Enter the as-of date after choosing "Yes" to invite them over.
Note: Your inventory should begin the first day after your most recent tax filing period.
- Choose No if you wish to add more items to QuickBooks Online later.
- In the text area, type Agree, and then click Replace.
- After choosing Yes, go ahead and replace the data by clicking on Replace.

### Step 3: Prepare to utilize QuickBooks Online
Figure out what to do after migrating from QuickBooks Desktop to QuickBooks Online.

1. Link your credit card or bank account.
2. Create an invoice and deliver it to your client.
3. Note: In QuickBooks, first set up location-based sales tax if you track sales tax.
4. Learn the ways to use QuickBooks to pay and track your expenses.
5. Check out this tutorial to set up and manage your payroll in QuickBooks Online if you use payroll.
6. Note: You must log into QuickBooks Online to view this.
7. Open QuickBooks Online and get going.
The steps above help users convert QuickBooks Desktop to Online version and learn the benefits of using QuickBooks Online. The first step describes how to prepare the desktop file, the second is to move your QB Desktop Pro file to QuickBooks Online, and the third is to prepare to use QuickBooks Online.

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