If you want the freedom to access your QuickBooks application from the area of your comfort zone, then it's time for you to switch to QuickBooks Online. Though the process to Convert QuickBooks Desktop to Online is a bit complicated, here in this blog, we have tried to simplify it for you. Read the blog completely to learn the process of converting from QuickBooks desktop to online, and if you face any issues, try to connect with a QuickBooks professional for help.
Factors that help you decide to convert QuickBooks online to desktop The main reason why you should consider converting from QuickBooks desktop to online are given below:
How to convert QuickBooks Desktop to Online The step-by-step process to convert the QB Desktop to Online is mentioned below: Step 1: Check the QuickBooks File Size Requirements Open your QB Desktop application file and hit the F2 button to check the total number of target counts. If your file has more than 350,000 targets, then you have to reduce the targets by condensing your file using the QuickBooks Condense Data Utility. In case condensing the data does not work for you, you have to export your specific data, such as lists or account balances. Step 2: Prepare Your QB Desktop Data for Export to QB Online It is better to update your QB file as much as possible before the conversion. So, before proceeding ahead, you can try to reconcile all bank accounts, adjust inventory, and process payroll. It is also a wise decision to back up your company file data prior to conversion. In case anything goes wrong, you can backup your files from this. Step 3: Now Create a QB Online Account If you do not already have a QB Online account, then you need to create one first. For this, you have to visit QuickBooks Online and subscribe to your desired version of QB Online before starting the process of converting from QuickBooks desktop to online . Also, remember while setting up your QB Online account, you are required to enter your company's information, such as organization name, description, and type. You may also want to read about QuickBooks Payroll Tax Table Update. Step 4: Prepare Your Company File to Export to QuickBooks Online For this process, you need to go back to your QB Desktop application and sign in to your QB company file that you want to convert to QB Online. For this, click on the Company option from the top menu bar and select the option to Export Company File to QuickBooks Online. Here, while QB will prepare your company file data for migration, it will ask you whether you want to export all your company file data or just the specific one. You will be needed to specify the data if you have over 350,000 targets in your file. Step 5: Finally, Export Your Data to QuickBooks Online After you have selected your data for export to QuickBooks Online, the application will ask you to proceed ahead with migrating your file first. If you have already created your QuickBooks Online company, then you need to click on the Move Now button. To Conclude Well, these are the steps you can use to Convert QuickBooks Desktop to Online. However, your QB data is among the most crucial thing for your business, so we recommend you not do these steps on your own. Because a little mistake can make you lose all your data, so try to be in touch with a QuickBooks professional or take help from them. Call the Toll-free number +1(855)-955-1942 to connect with Experts from Data Service Solution. Recommended to read: All You Need To Know About QuickBooks Fatal Error
0 Comments
Leave a Reply. |
AuthorSky Smith Archives
September 2023
Categories |