Check the File Size RequirementsOpen your QuickBooks Desktop file and press F2 to determine the total target count. If you use QuickBooks Enterprise, Intuit also has conversion instructions for QuickBooks Enterprise.The following are the seven steps to convert QuickBooks Desktop to QuickBooks Online. For QuickBooks Mac, you can follow Intuit’s conversion instructions for QuickBooks Mac. QuickBooks provides a list of Desktop features and a description of how those features will transfer to QuickBooks Online.The steps discussed in this article are for converting a QuickBooks Desktop file to QuickBooks Online from QuickBooks Desktop Pro, Premier, and Accountant. You can read QuickBooks Online vs Desktop if you’re unsure of whether the switch to QuickBooks Online is right for your company.Most information from QuickBooks Desktop will automatically transfer to QuickBooks Online, although some features in Online are named differently and might not work exactly the same. QuickBooks Desktop is usually faster for experienced bookkeepers, has more options available for dealing with inventory, and can report estimated vs actual job costs.However, you can’t transfer past transactions in this manner so you’ll need to input beginning balances.Transferring lists from QuickBooks Desktop to QuickBooks Online is a two-step process. This will transfer your chart of accounts, customers, vendors, products, and services. If your conversion was successful, you’re done.An alternative to converting your Desktop file to an Online company is to export important lists from your QuickBooks Desktop company and import them into your QuickBooks Online company. For instance, this may happen if you have over 350,000 targets or your desktop file is corrupt. If condensing doesn’t work, you’ll have to settle for transferring lists (explained later) instead of doing a conversion.Tip: Exporting lists from Desktop and importing them into Online is only necessary if you were unable to convert your Desktop file using the seven steps above.
Convert Quicken To Quickbooks For Pc Free QuickBooks OnlineThe good news is that you’ll be able to skip a few of the lessons because you’ve already imported much of your company’s data from QuickBooks Desktop! Frequently Asked Questions (FAQs) About Switching From QuickBooks Desktop to Online Can you use both QuickBooks Desktop and QuickBooks Online?You cannot use QuickBooks Desktop and QuickBooks Online for the same company. The three lessons below will teach you how to import the worksheets you created above as well as how to input items manually into your QuickBooks Online company:Fit Small Business has also created a free QuickBooks Online course that includes 46 video tutorials and written step-by-step instructions. How to Export Lists From QuickBooks DesktopBy exporting the following lists from QuickBooks Desktop to Excel Spreadsheets you can save hours of data entry in your new QuickBooks Online company:Tip: Sort your Excel worksheet by the Type column to group your items by type and make deleting lines faster.How to Import Lists Into QuickBooks OnlineFit Small Business has an online tutorial to help you learn how to use QuickBooks Online efficiently to manage your business. Second, import the Excel spreadsheet into your QuickBooks Online company.Recurring credit card charges: You’ll need to cancel your existing recurring credit card transactions in the Merchant Center. If you need access to prior reconciliation reports, you can still get them from your desktop version as long as you don’t delete the files. Bank and credit card account reconciliation reports: Once you convert to QuickBooks Online, you will need to start your reconciliations from where you last ended them. What’s not imported when you move from QuickBooks Desktop to QuickBooks Online?While most of your data will import when switching from QuickBooks Desktop to Online, there are a few items that will not convert, including:Reports: QuickBooks Online contains a variety of reports that can replace many of those you’ve been using in the desktop version. Inventory from QuickBooks for Mac: While you can’t transfer your inventory from a Mac computer, if you have access to a computer running Windows, you can make the transfer there. You will, however, get an improved audit trail with QuickBooks Online going forward. Audit trail: There is nothing you can do about your past audit trail other than to retain a copy of your desktop version and the information contained in it. Free partition utilities for macBe sure to check out a few of our video tutorials to learn the basics of using QuickBooks Online.
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