{"id":388,"date":"2022-11-14T11:28:24","date_gmt":"2022-11-14T11:28:24","guid":{"rendered":"https:\/\/www.quikbooksdownload.com\/blog\/?p=388"},"modified":"2022-11-14T11:53:59","modified_gmt":"2022-11-14T11:53:59","slug":"how-to-convert-quickbooks-desktop-to-online","status":"publish","type":"post","link":"https:\/\/www.quikbooksdownload.com\/blog\/how-to-convert-quickbooks-desktop-to-online\/","title":{"rendered":"How To Convert QuickBooks Desktop to Online? [Complete Guide]"},"content":{"rendered":"<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">QuickBooks Online is the accounting solution of choice for small and mid-sized businesses everywhere. Moreover, it&#8217;s a cloud-based solution, so you can access your data on the go. Unlike the desktop version of QB, it offers greater flexibility to business owners and accountants. That&#8217;s why many desire to know how to convert QuickBooks Desktop to Online. The whole procedure to transfer your QBD data to QBO isn&#8217;t all that complicated.<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">You just have to ensure that you are following the steps for it correctly. Before switching to the new solution version, it&#8217;s also crucial to take into account some considerations. In this post, you will uncover all the essential information you need for the migration to occur successfully.<\/span><\/p>\n<h2><b>What to Note Before You <\/b><span style=\"color: #008000;\"><b>Convert QuickBooks Desktop to Online<\/b><\/span><b>?<\/b><\/h2>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Before migrating to QBO, you must answer certain questions. It will ensure that this switch to the new solution works in your favor.<\/span><\/p>\n<h3><span style=\"color: #008000;\"><b>Are you fine with automatic backups?<\/b><\/span><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">QuickBooks Online upgrades continuously. You don&#8217;t have to feel concerned about saving your QB data when you use the online version. Automatic backups are done nightly. If you want that, it is good to make the switch.<\/span><\/p>\n<h3><span style=\"color: #008000;\"><b>Do you want QB to integrate with other applications?<\/b><\/span><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">QuickBooks Online integrates with many applications. They enable users to manage expenses, approve, and pay bills and do various automated processes. If you desire to integrate your solution with other apps for managing multiple things, change from QuickBooks Desktop to Online.<\/span><\/p>\n<h3><span style=\"color: #008000;\"><b>Do you wish to access your data from any computer?<\/b><\/span><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">QuickBooks Online allows business owners and other accountants the freedom to use their books from any device. Do you know that you can access them through mobile with the QuickBooks app? Through the app, you can easily send receipts, get payments, and review your financial information.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Also, read; <\/span><a href=\"https:\/\/www.quikbooksdownload.com\/\"><span style=\"font-weight: 400;\">\u00a0<\/span><span style=\"font-weight: 400;\">quickbooks downloads<\/span><\/a><\/p>\n<h2><b>Methods to Move <\/b><span style=\"color: #008000;\"><b>QuickBooks Desktop<\/b><b> to QuickBooks Online<\/b><\/span><\/h2>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">You can move your QB Desktop Online through various methods. Here are the major ones.<\/span><\/p>\n<h3><span style=\"color: #008000;\"><b>Verify data<\/b><\/span><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">The first way to shift to QuickBooks Online is by verifying data. Here are the pointers to remember.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400; text-align: justify;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Head to &#8216;File.&#8217;<\/span><\/li>\n<li style=\"font-weight: 400; text-align: justify;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Now, select &#8216;Utilities&#8217; followed by &#8216;Verify.&#8217;<\/span><\/li>\n<li style=\"font-weight: 400; text-align: justify;\" aria-level=\"1\"><span style=\"font-weight: 400;\">You must rebuild data if there arises any problem while you are verifying it.<\/span><\/li>\n<\/ul>\n<h3><span style=\"color: #008000;\"><b>Make a copy of your company file in QBO format.<\/b><\/span><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">In this method, you can make a copy of your QuickBooks Desktop company file. This copy must be in QuickBooks Online format.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400; text-align: justify;\" aria-level=\"1\"><span style=\"font-weight: 400;\">In the &#8216;File&#8217; section, tap &#8216;Utilities.&#8217;<\/span><\/li>\n<li style=\"font-weight: 400; text-align: justify;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Now, choose &#8216;Copy company files.&#8217;<\/span><\/li>\n<li style=\"font-weight: 400; text-align: justify;\" aria-level=\"1\"><span style=\"font-weight: 400;\">After that, save the file somewhere on the desktop.<\/span><\/li>\n<li style=\"font-weight: 400; text-align: justify;\" aria-level=\"1\"><span style=\"font-weight: 400;\">This file will have OE. QB extension.<\/span><\/li>\n<\/ul>\n<h2><b>How to <\/b><span style=\"color: #008000;\"><b>Convert QuickBooks Desktop to QuickBooks Online<\/b><\/span><b>?<\/b><\/h2>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">If you&#8217;ve answered the questions above in the affirmative, it means you are ready for the migration process. You can begin the process by using these stepwise instructions.<\/span><\/p>\n<h3><span style=\"color: #008000;\"><b>1. Examine some crucial information.<\/b><\/span><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Before actually commencing the migration, you must review some important information. It is mentioned in the pointers below.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400; text-align: justify;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Importing QuickBooks Desktop data is possible within the first two months of the QuickBooks Online company start date. The moment you begin to import, your Desktop file will substitute for your Online file.<\/span><\/li>\n<li style=\"font-weight: 400; text-align: justify;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Specific information will not transfer when you shift your company file.<\/span><\/li>\n<li style=\"font-weight: 400; text-align: justify;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Do you employ a QuickBooks Desktop variant that is older than 2016? If yes, install an updated trial of it, restore your company file, and convert it.<\/span><\/li>\n<li style=\"font-weight: 400; text-align: justify;\" aria-level=\"1\"><span style=\"font-weight: 400;\">In order to migrate QuickBooks Desktop to Online, it is important for you to sign in as an administrator in the QBD file and OBO account.<\/span><\/li>\n<li style=\"font-weight: 400; text-align: justify;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Commence the conversion process from your QuickBooks Desktop company file. Never do it from QuickBooks Online.<\/span><\/li>\n<li style=\"font-weight: 400; text-align: justify;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Your sales tax filings must be updated before you transition. It is possible that you will need to do certain adjustment entries to sales tax filings post the migration process.<\/span><\/li>\n<\/ul>\n<h3><span style=\"color: #008000;\"><b>2. Check the total target count.<\/b><\/span><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">The next step is to know the target count. On your QuickBooks Desktop file, hit the F2 button to find it out. Does your file go beyond the maximum 350,000 targets? Try minimizing the targets. Do it by condensing your QB file. If it doesn&#8217;t yield results, you&#8217;ll get the option to import the lists and balances when migrating.<\/span><\/p>\n<h3><span style=\"color: #008000;\"><b>3. Update the QuickBooks Desktop file and make it ready for migration.\u00a0<\/b><\/span><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Before you convert QuickBooks Desktop to Online, update the QuickBooks file. It will ensure that your accounting tasks are going on promptly while you&#8217;re adjusting to the processes of QuickBooks Online. So, reconcile your bank accounts, process payroll, and review and make adjustments in the inventory. You should also create a local backup of your company file. if you want to read more about<\/span><a href=\"https:\/\/www.quikbooksdownload.com\/blog\/quickbooks-migration-tool\/\"> <span style=\"font-weight: 400;\">QuickBooks Migration tool<\/span><\/a><span style=\"font-weight: 400;\"> you can read this post.<\/span><\/p>\n<h3><span style=\"color: #008000;\"><b>4. Make a QuickBooks Online account if you don&#8217;t have one.\u00a0<\/b><\/span><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">This is a significant step for knowing how to transfer QuickBooks Desktop to Online. Create your QBO account. Visit the official website of QuickBooks Online to get your desired version. You will need to enter the correct company name and description to make an account.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Also, read :<\/span><a href=\"https:\/\/www.quikbooksdownload.com\/quickbooks-toolhub\"> <span style=\"font-weight: 400;\">quickbooks tool hub download<\/span><\/a><\/p>\n<h3><span style=\"color: #008000;\"><b>5. Export company files to QBO.<\/b><\/span><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">To change QuickBooks desktop to Online, you must export your company file to QBO. Open QuickBooks Desktop. Then log in to the company file you are transferring to QuickBooks Online.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400; text-align: justify;\" aria-level=\"1\"><span style=\"font-weight: 400;\">In your QuickBooks Desktop company, tap &#8216;Company.&#8217;<\/span><\/li>\n<li style=\"font-weight: 400; text-align: justify;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Next, choose the &#8216;Export Company File to QuickBooks Online&#8217; option.<\/span><\/li>\n<li style=\"font-weight: 400; text-align: justify;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Pick &#8216;Update QuickBooks&#8217; present in the &#8216;Help&#8217; section if you do not notice the option to export the file to QBO.<\/span><\/li>\n<li style=\"font-weight: 400; text-align: justify;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Open QBD after the update installs and then export the company file to QBO.<\/span><\/li>\n<\/ul>\n<h3><span style=\"color: #008000;\"><b>6. Log into your QBO account.<\/b><\/span><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Now, you&#8217;ll be asked if you are ready to migrate QuickBooks Desktop to Online by QuickBooks Desktop. Select the option to move.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400; text-align: justify;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Decide if you want to import your inventory or not. Tap &#8216;No&#8217; if you are doubtful, as you can do that later as well.<\/span><\/li>\n<li style=\"font-weight: 400; text-align: justify;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Now you need to click &#8216;Yes, sign me in&#8217; when asked if you have a QBO account.<\/span><\/li>\n<li style=\"font-weight: 400; text-align: justify;\" aria-level=\"1\"><span style=\"font-weight: 400;\">A screen showing &#8216;Let&#8217;s Connect to QuickBooks Online&#8217; will come up.<\/span><\/li>\n<li style=\"font-weight: 400; text-align: justify;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Input your credentials and verify your identity. To do so, you will get a code in your email, which you will have to enter.<\/span><\/li>\n<\/ul>\n<h3><span style=\"color: #008000;\"><b>7. Pick your company in the new solution.\u00a0<\/b><\/span><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Now choose the QBO company you want the information to import to from the drop-down. Remember that the migration will substitute any current data.<\/span><\/p>\n<h3><span style=\"color: #008000;\"><b>8. Wait for your QBO company to be ready and finish the setup.<\/b><\/span><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">You will now notice a confirmation screen saying, &#8216;We&#8217;re moving your data to the cloud.&#8217; Now, you need to just wait for QuickBooks to make your QBO company ready. It can take multiple hours, especially if it&#8217;s a huge file. But the moment you get a congratulations email from QuickBooks, tap the &#8216;Complete your setup&#8217; button. This step will enable you to sign into your QB Online.<\/span><\/p>\n<h2><b>The Benefits You Get When You <\/b><span style=\"color: #008000;\"><b>Convert QuickBooks Desktop to Online<\/b><\/span><\/h2>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">You can get many benefits when you shift QBD to QBO. The chief among them is as follows.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400; text-align: justify;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The process of migration doesn&#8217;t take any money. It is entirely free.<\/span><\/li>\n<li style=\"font-weight: 400; text-align: justify;\" aria-level=\"1\"><span style=\"font-weight: 400;\">It&#8217;s possible to compare reports between the current and the previous year easily.<\/span><\/li>\n<\/ul>\n<h2><b>The Bottom Line<\/b><\/h2>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Use this guide whenever you feel the need to convert QuickBooks Desktop to Online. The whole process is quite simple. You just need to review certain specific information before and carry out the steps precisely as they are mentioned. If you require additional help, it would be best to speak to a QuickBooks technical support service.<\/span><\/p>\n<p><b><i>Thank you\u00a0<\/i><\/b><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>QuickBooks Online is the accounting solution of choice for small and mid-sized businesses everywhere. Moreover, it&#8217;s a cloud-based solution, so<\/p>\n","protected":false},"author":1,"featured_media":389,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[42],"tags":[43,47,45,44,46,48],"class_list":["post-388","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-convert-quickbooks-desktop-to-online-convert-quickbooks-desktop-to-online","tag-convert-quickbooks-desktop-to-online","tag-how-to-transfer-quickbooks-desktop-to-online","tag-migrate-quickbooks-desktop-to-online","tag-quickbooks-desktop-to-online","tag-quickbooks-desktop-to-quickbooks-online","tag-quickbooks-online"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Convert QuickBooks Desktop to Online and Export Data?<\/title>\n<meta name=\"description\" content=\"Are you looking to Convert QuickBooks Desktop to Online? 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