Methods to Reliably Perform QuickBooks Migration from Desktop to Online

QuickBooks Migration from Desktop to Online

Are you a QuickBooks Desktop user and want to convert to QuickBooks Online? If yes, then you need to follow this article till the end to perform the conversion process. There can be many reasons why you would want to shift your QB version, and the process can be undertaken easily by users. If you want to perform a QuickBooks migration from Desktop to Online, you need to perform the steps given below.

If you are unable to perform the conversion steps or are facing issues with the same, you can reach out to us at 1.855.738.2784 to get assistance from our team of QB experts.

Possible Reasons Why You Need to Switch to QuickBooks Online

You might want to perform the QuickBooks Online migration process due to the following differences between the two versions –

1. There are some add-on features available in QuickBooks Online that are not available to QB Desktop users.
2. QuickBooks Online stores your data in a highly safe environment, as opposed to the local files in QuickBooks Desktop.
3. Multiple users can access the file at the same time from anywhere, whereas in QuickBooks Desktop, only one user can be added.
4. There is no need to back up your files in QBO as the servers securely store the company data.

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Effective Steps to Convert from QuickBooks Desktop to Online

You can easily perform the QuickBooks data migration process by using the steps provided below –

1. Firstly, verify the data by running the Verify and Rebuild Data utility from the File menu and then save the company file in a QBO format.
2. Next, you need to check the file requirements and ensure that the data is within 60 days of subscription; otherwise, you will need to contact QB ProAdvisor.
3. To successfully convert to QuickBooks Online, you need to create a QBO account and access QuickBooks Desktop to import the company file and go to the Company menu to select the Import QuickBooks Desktop Data option to initiate the import process.
4. Log in to the QBO account, and you can also migrate your inventory in a FIFO method to the online version.
5. Copy the data files, and once all the data is transferred, you will get a notification, and you need to click OK to confirm it.
6. Lastly, before starting to work in QBO, you need to ensure that there is no data mismatch in the new version and that all the data is correctly transferred.
7. For this, check all the necessary reports, like the P&L account and balance sheet, and compare both the data to confirm the transfer process.
8. Now, your data is ready to be operated in QBO, and you can enjoy the various features of the online account.

Conclusion

You can easily perform the QuickBooks migration from Desktop to Online process by using the steps given above. If there are issues in the migration process, you can call us at 1.855.738.2784 to get direct assistance from our support team.

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