Easiest Way to Convert QuickBooks Desktop to Online

QuickBooks Desktop and Online versions have different features and benefits. Depending on your preferences, you can choose between the two versions or migrate your data from one version to another. If you want to make a switch to QuickBooks Online, then this article is for you. The conversion process generally means migrating files and data in a step-by-step process. We are going to help you successfully convert QuickBooks Desktop to Online without any unintended data loss.

If you are having difficulty converting the data on your own, you can reach out to us at 1.855.738.2784 and get assistance from our technical support team.

Why Should You Move from QuickBooks Desktop to QuickBooks Online?

There are many reasons and benefits of converting to the QB Online version –

1. The conversion process is free of cost and you can easily perform the migration process without spending a penny.
2. There are various add-on benefits provided in the QuickBooks Online version, which are in restricted numbers in the Desktop version.
3. If you require a comparison between different sets of data and reports, QuickBooks Online is a much better and easier software.
4. You can log in from anywhere with QuickBooks Online; hence, accessibility is much easier.
5. QuickBooks Online hosts the data in a highly-protected cloud environment, which can be accessed from anywhere.

Steps on How to Move QuickBooks Desktop to Online

The migration process required a step-by-step approach, but first, let us talk about some initial requirements for the conversion –

• Your Internet Explorer should be version 10 or later.
• You must have a subscription to QuickBooks Online or the Plus version.
• The QB company file should not be older than 60 days.
• You must have Windows admin privileges to access the QuickBooks Online version.

Once you have established the basic requirements, follow the steps given below to complete the conversion process –

1. Go to the QuickBooks Help tab of your QuickBooks Desktop and select Update QuickBooks Desktop to download the latest updates.
2. Reopen QuickBooks and select Install Now to install the downloaded updates and upgrade your Desktop version.
3. Prepare your data and finish any outstanding payroll, bank inventory, and related tasks before importing.
4. Backup your data by selecting the Back Up Company option from the File menu.
5. Now, create a QBO account and fill in the required details in the given fields, followed by logging out.
6. On your QuickBooks Desktop, go to the Company menu and select Export Company File to QuickBooks Online.
7. Log in to your QBO account and enter your credentials on the Export to QuickBooks Online window.
8. Once you sign in, QuickBooks will display Making a Copy of your Company File on the appeared screen.
9. You will get a Looks Good! Message once the import is completed. Click on Continue to Account Setup to finish the online setup process.
10. Lastly, verify all the transferred data from the Reports menu to detect any mismatch between data.

Conclusion

You can easily convert QuickBooks Desktop to Online by following the steps given above. If you face any issues while performing the conversion process, you can reach out to us at 1.855.738.2784 and get assistance from our QB experts.