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– Migrating from QuickBooks Desktop to QuickBooks Online with Intuit’s internal tool
Sign in for the best experience Ask questions, get answers, and join our large community of QuickBooks users. I would take proactive steps to ensure you have all your software information noted including the email address that is tied to your ddsktop and visit the download page for QuickBooks upgrade quickbooks desktop to online to get upgrade quickbooks desktop to online copy of the installer for your particular product. Open the Excel workbook you created in the prior step and delete all line entries for items other than the three that will be imported into QuickBooks Online. Obline of Contents. Do quicbooks on a customer-by-customer basis. After you select your company, QuickBooks will work for a few minutes and then give you a confirmation screen similar to this:. Once you’re set up, it’s easy to track inventory in QuickBooks and add products to sales forms.
QuickBooks Software Discontinuation | QuickBooks Upgrade – Learn about importing data to QuickBooks Online
No need to start over again—just move your desktop file to a QuickBooks Online company. Check out all the benefits you get when you move to QuickBooks Online. If you’re an accountant, learn how to set up your clients for success with their move to QuickBooks Online. To watch more how-to videos, visit our video section.
Note : You have 60 days from the time you create your QuickBooks Online account to move your data. Note: If the file exceeds the target limit , it can’t be converted to QuickBooks Online. The only option is, you can only import lists and balances into QuickBooks Online or start fresh.
Setting up your QuickBooks Online account. Select Update QuickBooks from the Help menu and follow the instructions. Once the update is complete, export the company file as shown above. You may need to close and reopen QuickBooks Desktop for the update to take effect. Tip: QuickBooks stops supporting desktop programs after three years, so you may not be able to update older programs. One workaround is to get a free day trial subscription to the latest QuickBooks Desktop Pro.
You should be able to export your company file to QuickBooks Online after you open it in the new program. Step 5. Preparing to move your data to QuickBooks Online.
If you currently track inventory, QuickBooks will ask whether or not you want to import inventory into QuickBooks Online. If you say yes to this, your inventory will be recalculated in QuickBooks Online using the first in first out FIFO inventory method from the start date provided. Identify whether or not to import inventory to QuickBooks Online.
For that reason, we recommend consulting a tax professional before bringing over your inventory to QuickBooks Online. Since you already set up a QuickBooks Online account, select Yes, sign me in :. After selecting Yes, sign me in , a log-in screen for your QuickBooks Online account will appear on your QuickBooks Desktop account, as shown below:. When signing into your QuickBooks Online account through QuickBooks Desktop, there will be a prompt to verify your identity.
Check your phone or email and then enter the code to proceed:. Identity verification in QuickBooks Desktop. After successfully logging in to your QuickBooks Account, select the QuickBooks Online company that you want the data to import to from the drop-down list. If you have multiple companies, be careful to select the correct one, as the conversion will replace any existing data.
After you select your company, QuickBooks will work for a few minutes and then give you a confirmation screen similar to this:. QuickBooks data file transfer confirmation. QuickBooks emails you when your QuickBooks Online company is ready, but this could take several hours for a large file. Once you receive an email similar to the one below, click on the Complete your setup button to log in to QuickBooks Online and review your data:.
Tip: Exporting lists from Desktop and importing them into Online is only necessary if you were unable to convert your Desktop file using the seven steps above. For instance, this may happen if you have over , targets or your desktop file is corrupt.
An alternative to converting your Desktop file to an Online company is to export important lists from your QuickBooks Desktop company and import them into your QuickBooks Online company.
This will transfer your chart of accounts, customers, vendors, products, and services. First, export the lists from Desktop as an Excel spreadsheet. Second, import the Excel spreadsheet into your QuickBooks Online company. By exporting the following lists from QuickBooks Desktop to Excel, you can save hours of data entry in your new QuickBooks Online company:.
Tip: When importing Excel workbooks, QuickBooks Online only imports the first worksheet within a workbook. After exporting Excel workbooks from QuickBooks Desktop, be sure your data is in the first worksheet, or tab, at the bottom of the Excel screen. First Excel worksheet will import into QuickBooks Online. Navigate to your chart of accounts by clicking on Company from the top menu bar and then selecting Chart of Accounts:. QuickBooks Pro Plus. QuickBooks Premier Plus. I can not stress the importance of assessing your current Windows servers, computers, operating systems, hardware, and other essential software like Microsoft Office, Adobe, and Internet Explorer before you pull the trigger on your QuickBooks upgrade so that you can get ahead of the curveball if you need to invest in new systems and update other essential business software.
I would also like to note that I have noticed that computers and hardware could be delayed with the Supply Chain issues of certain components. Ideally, you are working with your IT to plan the technical and hardware requirements of your QuickBooks upgrade whether you have someone on staff or outsource.
If you do need to update hardware and other software, this will have to be completed and coordinated before your QuickBooks Desktop upgrade.
Head over to this QuickBooks support article to learn more about the system requirements for QuickBooks Desktop When assessing your current software and systems, this is an excellent opportunity to meet with your staff and discuss how the solution is working for your business. I suggest making it a fun activity and hold a breakfast, brunch, or lunch team meeting. Here are a few questions to get the ball rolling:. After the meeting, take a look at all the comments, suggestions, and prioritize those needs and wants when planning your QuickBooks upgrade.
By doing this type of activity, you are going to gain insightful information from those who are working in the software, handling day-to-day tasks like creating estimates, processing orders, paying bills, entering expenses, and so much more! Still not sure what direction to go? Schedule a consultation with us! We can help guide you through the selection process so that your QuickBooks upgrade is tailored to the needs and priorities of your business.
Have your feedback list ready and share what your pain points are. We want to know what your goals are, what you need, and what you want! Check out our blog: How Ability Business can help you. Now that you have completed your homework, met with your team, put together your list, and consulted with us; you should be ready to make your decision, purchase, and start planning your upgrade to QuickBooks Desktop Plus or transitioning to QuickBooks Online.
If you are staying with QuickBooks Desktop, our team can place the order for you. Schedule a call. Check out this support blog for more information about your QuickBooks Desktop upgrade. As May 31st, approaches and the discontinuation of QuickBooks Desktop support and services nears, I encourage you to be proactive and plan ahead for your QuickBooks upgrade or transition.
I hope you found this blog resourceful and beneficial for your business needs.