Going from quickbooks desktop to online. Transfer from QuickBooks Desktop to QuickBooks Online

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Going from quickbooks desktop to online. How To Convert QuickBooks Desktop to Online in 7 Steps

 

If you normally access the company file from a network drive, restore the backup file you just created onto your local drive and use that file for your QuickBooks Online conversion.

Step 3. Visit QuickBooks Online and subscribe to your preferred version of QuickBooks Online prior to starting the conversion process. 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. Need a little more help navigating QuickBooks Online? In the video below, we show you how to get around and where you can find the most commonly-used functions:.

Or, watch short videos on a variety of topics for tips and tricks and step-by-step guides through the process of using QuickBooks Online. Speed up your navigation by learning the keyboard shortcuts for QuickBooks Online. Completely stuck? QuickBooksHelp Intuit. Decide whether you should migrate to QuickBooks Online QuickBooks Online and QuickBooks Desktop are both powerful tools, but there are some things to consider to help you determine if your company is a good candidate for migration.

Prepare for migration There are a few steps to take before you start the conversion process to ensure your information migrates properly. Go to the File menu and select Create Backup Then select Local backup. In the window, select Local Backup and then Next. In the Local Backup Only section, select Browse , then select where you want to save your backup company file.

Set the number of backups you want to keep - this is optional. A test runs to ensure your backup file is correct before you save. If you encounter any issues, see our Troubleshooting section. Select Save it now and Next. A confirmation message displays when the backup completes. Select Update Now. Select Get Updates , then Close.

Select File , then Exit. Restart QuickBooks Desktop. If you have payroll, run it now. Select Sales Tax Liability. From the Dates dropdown, select All. Choose the folder you want to save it in, name the file, and select Save. Export your reports and lists Note: Exporting your reports and lists is optional, and generally only needs to be done if your company has in excess of , targets. Otherwise, you can skip to Create a QuickBooks Online account.

Find and open any report. Select the desired date range from the Dates dropdown menu. Select Excel on the toolbar. From the Excel dropdown, select Create New Worksheet to create a new Excel workbook or to update an existing workbook with the data in the open report, select Update Existing Worksheet.

Select Export and locate the workbook on your computer. If you want to format the data a specific way, select Advanced - this is optional. If you see a message that says your report has too many columns, select Advanced.

Select and uncheck the Space between columns checkbox, then select OK. Select Get started. Click Select destination , then sign in to your QuickBooks Online account. Note: If you use advanced features such as advanced reporting and advanced inventory , we recommend starting fresh because some of your data won't move to QuickBooks Online. If you want to keep using these features in Enterprise, learn about cloud-enabled QuickBooks Desktop Enterprise.

With your company all set up, let's get you started with QuickBooks Online. For more resources, check out our Getting Started guide. By clicking "Continue", you will leave the community and be taken to that site instead.

Enter a search word. Turn off suggestions. Enter a user name or rank. Also, there are users who find many Desktop features like job costing and progress invoicing as unnecessary and thus prefer to switch to QBO. It has been reported that the number of users switching from Desktop to Online is increasing at a fast rate.

The most common reason for this is that QBO is a cloud-based solution which allows businesses to access their accounting data and operations anytime and from any place and using devices ranging from desktops and laptops to tablets and smartphones. Moreover, a business using QBO can also share the access to the software with its accountant which is not possible in the single-user mode available with the Desktop version. Going further, QuickBooks Online is automatically upgraded online and no additional cost is demanded from the users.

If you have finalized the decision to move from QB Desktop to QB Online , you must be looking for answers to the questions like how much time does the conversion process take? A short answer to this question is that the process may take a few minutes to a number of hours, depending on a number of factors and the level of your knowledge and experience in supervising the process. The following discussion provides more useful information in this regard.

First and foremost, QuickBooks Online is a cloud-based solution, which means that you can access your data from anywhere, at any time. And last but not least, QuickBooks Online integrates with a number of other business applications which makes it a more versatile solution than QuickBooks Desktop. If you search through QuickBooks forums and online communities, you would find people mentioning that it takes only minutes to convert files from qbdt to qbo. Then, there will be users mentioning the time taken to be up to 24 hours.

 

Going from quickbooks desktop to online.Migrate or Convert From QuickBooks Desktop to QuickBooks Online

 

Check out /24073.txt 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. QuickBooks Desktop uses different terms than QuickBooks Online for menu options, features, lists, items, transaction types, reports, and other labels.

Cash basis reports may not match. Need to make changes or updates to your accounts or subscriptions? Visit the Account Management Page. QuickBooksHelp Intuit. You might need to fix some addresses. For example, the payroll item breakdown and employee year-to-date numbers. Some taxes will copy as journal entries.

Learn how to track mileage in QuickBooks Online. They're applied to a customer's outstanding balance. They're applied to a vendor's outstanding balance. You can see which going from quickbooks desktop to online were part of the group. The bottom line shows the group description. Payroll Items. QuickBooks Online has an additional level of account type called Detail type. QuickBooks Online will move your accounts and assign them detail types.

You can change this later if you like. If you track job costing in Desktop, you'll need to change sub-customers to Projects. If they have an open balance, they become active. Здесь avoid errors, you'll have to delete all scheduled transactions and templates in QuickBooks Desktop before you import to Simple Start. It gets the terms from its parent. You can edit the terms later to make them different from those of the parent. They need to be invited from QuickBooks Online to gain access.

Manually add finance charges to appear on the customer's next invoice. This only happens if: - Tax going from quickbooks desktop to online were читать полностью as flat going from quickbooks desktop to online 0. You can't make a journal entry billable in QuickBooks Online. Was this helpful? Yes No. You must sign in to vote, reply, or post. Sign in for the best experience Ask questions, get answers, and join our large community of QuickBooks users.

   

 

Migrating from QuickBooks Desktop to QuickBooks Online with Intuit's internal tool

   

So since we are being forced to move to Quickbooks Online, I've been trying to research what is best for our office. As far as I can tell, the budgeting function will not move over to the online system.

So apparently we can't produce a budget that will work with all of the other functions. Is this correct? This is a micro-business that utilizes budgeting practices and I fail to see why that would not be an automatic function for an accounting software. You can refer to this link for more information: QuickBooks Mac Plus Once you've decided on the plan that suits your business , follow these steps on how to upgrade your subscription:. See this article for more information about upgrading and managing your subscription: Upgrade or downgrade your QuickBooks Online subscription.

Once done, you can now create budgets. Check this article for detailed guidance: Create and import budgets into QuickBooks Online. Let me know if you need further help with your subscription or budget by leaving a reply below. Have a great rest of the day! Thank you for your quick reply. I have to say that I am totally confused about QB and what they are "rolling" out. I attempted to start a chat to ask about this. The chat was closed. But Intuit reached by phone and I spoke someone who then said she would have consultant call me to go over options for our small business.

I spoke with a consultant who told me about Simple Start, and this would be the best option for us. She then offered me a deal for 12 months discount if I agreed within 24 hours. Now you send me an email about Mac Plus Is it a desktop version that is supported? Or is it an online version? This is frustrating beyond belief. We just want software to do accounting.

And we don't really want to do it in the Cloud. Thank you for taking the time to post a reply, officemanager Let me clarify things to you. Since we have QuickBooks Desktop for Macs will be discontinuation. Here's what you need to know:. If you don't use any QuickBooks Desktop add-on services.

You can keep your account if you want to. However, live technical support and other Intuit services that can be connected with QuickBooks Desktop are no longer available. You will also be unable to obtain the most recent security fixes and updates. You can refer to this article for more details the discontinuation policy: QuickBooks Desktop service discontinuation policy. On the other hand, QuickBooks Mac plus is the new Desktop version.

In case you would like to purchase, you can click here. If you'd prefer to update utilizing an online version, go to this page to see which options are suitable for your business. Please let me know if you have further clarification or additional information.

I'll be around. Have a beautiful day! If you don't need any access to online service e. Thank you for letting me know about QB Macs Plus I was not aware that we could continue purchasing a subscription for desktop software. Every option we were given made it sound like we had to go to an on-line subscription only. Can you clarify something for me? Last summer we had to move payroll to the on-line subscription since it was no longer supported in the desktop software. So if we go with QB Macs Plus 22 desktop, do we still need to continue the on-line payroll subscription?

Or is payroll supported within the desktop software? Thank you for your help. We made aware that QB would not support Mac Desktop. We currently are using desktop software and prefer to stay with that. Can you clarify if payroll is supported in desktop? Or do we need to continue the on-line payroll subscription we had to move to last July? You would need to continue the online payroll subscription if you want to upgrade to the version.

QuickBooks Mac and the rest of the supported versions do not have a built-in payroll service. So, they use the Online Payroll platform to manage paychecks, taxes and liabilities. In case you need help, you can check this article: Export, import, and edit IIF files. Having troubles pulling up reports in QuickBooks Mac? Do you have any other concerns regarding the features in QuickBooks Mac?

Or if you also need help with your payroll, reply here with the details. I'd be glad to help you out again. Thank you so much. This is exactly what I needed to know.

One last question. We currently have one license for QB Desktop for Macs; we have two accounts--one for the company and one for the owners personal finances, each with a separate log-in id and password. When we upgrade to QB Mac Plus desktop, will both of those accounts be 'moved' to the new software?

Thank you for getting back to us, officemanager I'll be adding some information about upgrading your QuickBooks Desktop for Mac version. When you upgrade your QuickBooks version under one license, all the company files and accounts will use the new version.

Let me know if you have additional questions about upgrading your QuickBooks Desktop version. I'll be around to help. Thanks so much for the quick reply. This is the information I needed. I'll let you know how it goes.

Will I be able to import. Yes, you can import your tractions with a. I'd be glad to show you how:. I've added this reference to further guide you in importing your transactions, feel free to access it whenever needed: Set up online banking for QuickBooks Desktop for Mac. Once settled, the next step you need to take is to make sure that your transactions are correctly categorized: Add and match transactions in QuickBooks Desktop for Mac.

If in case you have any other questions about managing your transactions in QBDT, feel free to add your reply below.

I'm always willing to help you. Have a great week ahead. In Quickbooks for Mac can I continue to import the. I'm here to share some information when your file exceeds the three-year policy.

After May 31, , access to online banking, including web-connect files, will be discontinued. Therefore, you will be unable to use this file format. Apart from the online banking feature, these are some of the services that will be discontinued after the mentioned date:. Please see QuickBooks Desktop service discontinuation policy for more details.

If you want to continue using QuickBooks Desktop for Mac, you'll have the option to upgrade the program. I've added this article as your guide: Upgrade your company file. Once upgraded, you're good to update it to have the latest release. The transfer time depends on your company file size. The larger it is, the longer it takes. That should do it, dypinc. I'm just around whenever you need help in transferring your data.

I'll be happy to help you! I am not sure you can still do that after May By clicking "Continue", you will leave the community and be taken to that site instead. Enter a search word.