QuickBooks Desktop is an outstanding software that is the top priority for businesses when handling their financial and bookkeeping operations. However, the need for remote access, along with the cloud-based functionality, has increased, which made QuickBooks Online the best alternative. So, here comes a time when the users need to migrate QuickBooks Desktop to Online so that they can access the cloud features smoothly. This illustrative guide covers the complete set of instructions for migrating from the desktop to the online version in QuickBooks.
Checklist For Migrating QuickBooks Desktop to Online Version
Here, we have provided you with the tips for pre-migration that you must consider before conducting the migration process.
- Ensure that you have conducted the backup of your QuickBooks data file to safeguard your data from loss or damage.
- Secondly, it is essential to install the most recent updates on QuickBooks Desktop.
- Moreover, it is necessary to have a look on the Total Targets by accessing the Product Information screen. It is essential that the total targets must be over 1, 200, 000 for Canada, 500,000 for the UK and South Africa.
- Also, it is important that you have disabled the payroll feature within the QuickBooks file.
- It is mandatory to export your reports and lists before initiating the migration process to set up the items from your list one after the other while running QBO.
- Last but not least, it is also important to establish a valid QuickBooks Online account for the seamless migration process.
Here's How to Migrate Your QuickBooks Desktop Data to Online
Is it getting difficult for you to migrate your QuickBooks Desktop to Online securely? If that's the problem, then read the below given steps closely for the uninterrupted migration process.
QuickBooks Desktop Pro or Premier Users
- The first and foremost step is to launch the QuickBooks Desktop and sign in to your data file with the proper admin rights.
- Afterwards, you must head to the Company menu and click the option that says Export Company File to QuickBooks Online.
- Thereon, tap on the Get Started option and switch to the Select Destination option. Later on, you must log back into the QuickBooks Online account.
QuickBooks Desktop Enterprise Users
- Primarily, the users must launch the QuickBooks Desktop Enterprise application.
- Afterwards, log in to your data file with the proper admin rights that you have to import.
- When you see the Product Information window, hit Ctrl + B + Q together and then tap the OK tab.
To keep an eye on the inventory within the QuickBooks Desktop, carry on with the following procedure.
- Primarily, you must tap on the Yes option and then add the starting date from where you want to manage the inventory.
- After this, hit the No option to set up the new items within the QuickBooks Online application.
- Once the conversion part is done, you will instantly get the email. Later on, opt for the Complete your setup tab from the email.
- Thereon, you must start signing in to your QuickBooks Online account.
- Later on, pick the company file that you wish to open from the available search results.
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Here's How To Set Up an Inventory in QuickBooks Online
- The first and foremost step is to move towards the Settings menu, followed by the Account and Settings tab.
- After that, choose the Sales tab and then tap on the Edit icon from the Products and Services column.
- Thereon, you must enable the Show Products/Service column from the sales form.
- Now, the users must review that both Track quantity and price/rate as well as Track inventory quantity on hand are enabled.
- At last, when you are done making the relevant changes, tap on the Save and then the Done option.
Closure!!
So, here we wind up this post and hope that now you can easily migrate QuickBooks Desktop to Online for accessing the cloud-based accounting features. If you are still having trouble while migration, then feel free to communicate with our QB professionals. They will offer you with the best possible assistance to resolve all your queries without making much effort.