With the arrival of the cloud, remote work trends, and other necessities, moving from QuickBooks desktop to online has become common for many users. Even QuickBooks pushes customers to choose QB Online as Intuit data services provide this feature, and this future workspace seems easier and friendlier on this platform.
QuickBooks Desktop is great and eases most operations, but QuickBooks Online focuses on the new environment and work transformation. So, for the smooth migration from QuickBooks Desktop to Online, professionals are used to doing the work.
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Steps need to be taken before Migration
You must keep these things in your mind before you start migrating from QuickBooks desktop to online.
- Backup your company file
- Update QuickBooks Desktop
- Check your Total Targets
- Remove Ministere du Revenu (companies outside of Quebec only)
- Turn off payroll in the QuickBooks Desktop file
- Save your Sales Tax Liability report
- Export your reports and lists
- Create a QuickBooks Online account
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Migrate from QuickBooks Desktop to Online
Follow the stepwise procedure to move from QuickBooks desktop to online. Let's walk through the steps below:
Step 1: Login as admin in QuickBooks desktop
For QuickBooks Desktop Pro or Premier
You need to log in to QuickBooks as an admin to import the company file you want.
- Go to the Company menu, then choose Export Company File to QuickBooks Online.
- Choose Get Started.
- Choose Select Destination, then sign in to your QuickBooks Online account.
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For QuickBooks Desktop Enterprise
You need to log in to QuickBooks as an admin to import the company file you want.
- You must press F2 from the keyboard to open product information.
- At the bottom of the product information page, you must press CTRL+B+Q and click the OK button while your product information window opens.
If you track inventory in QuickBooks Desktop:
- You will have to select Yes and then specify the starting date.
- If you will set up new items in QuickBooks later, select No.
- Once the conversion is done, we'll mail you a confirmation message. Open your email and click the Complete your setup button.
- Sign in to your QuickBooks Online account.
- Choose the company file you want to open.
Step 2: Move your lists
Earlier, you exported your lists from QuickBooks Desktop so that you could import them into QuickBooks Online. Each of the different list types has its own set of steps. Select a list below to learn the steps to import it.
- Chart of Accounts
- Products and Services
- Customer
- Supplier
Step 3: Set up inventory
To enable inventory tracking in QuickBooks Online, go through the steps below:
- Under Settings, select Account and Settings.
- Then select Sales.
- Click Select Edit in the Products and Services section.
- Enable the How Product/Service column on sales forms.
- Enable both Track quantity and price/rate and Track inventory quantity on hand.
- Click Save and then Done.
Conclusion
In conclusion, moving from QuickBooks desktop to online is a very easy task. You must read the article carefully to locate your data from one place to another. Follow the stepwise procedure to perform this task. If you don’t want to risk your data, contact our professionals to help you switch. To contact us, dial +1.833.802.0002.
