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How To Convert QuickBooks Desktop to Online in 7 Steps - QuickBooks Desktop vs. Online: At a Glance
Quickbooks online from desktop.QuickBooks Online vs. Desktop: Which Is Right for Your Business?
Mark has quickboos and reviewed accounting software at Fit Small Business since and has developed an extensive knowledge of accounting software features and how unique quickbooks online from desktop needs determine the best accounting software.
This article is part of a larger series on Accounting Software. Converting from QuickBooks Desktop to Online is quick and easy most of the time, and if you get stuck, you can contact QuickBooks support for free.
Get QuickBooks Online. If 60 days have passed, you can cancel your current subscription and set up a new QuickBooks Online company. Multiple companies can be set up under the same email address. Watch the tutorial video below or адрес страницы the step-by-step instructions that follow.
QuickBooks Desktop is usually faster for experienced bookkeepers, has more options available for dealing with inventory, and can report estimated versus actual job costs. Most information from QuickBooks Desktop will transfer automatically to QuickBooks Online, although some features in Online are named differently and might not work exactly the same. QuickBooks provides a list of Desktop features onlie a description email change request for quickbooks desktop how those dsktop will transfer to QuickBooks Online.
Once your QuickBooks Desktop file and press F2 to determine the total target count. If your file exceeds the maximumtargets, you can try to reduce the targets by condensing your QuickBooks file. Product information screen in QuickBooks Desktop. Make sure to reconcile all bank accounts, process payroll, and adjust inventory before getting started. You can make a backup of the data file by going to Filethen Back Up Companyand then clicking on Create Local Backupas shown below:.
Creating a qucikbooks company quickbooks online from desktop in QuickBooks Desktop. Tip: QuickBooks recommends your company file be located on a local drive before converting to QuickBooks Online. If you normally access the company file from a network drive, restore quickbooks online from desktop читать далее 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 quickbooks online from desktop is complete, export the company file as shown above. You may need to close and reopen QuickBooks Desktop for the update to take effect.
Onlind 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 quickbokos 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 quickbooks online from desktop inventory to QuickBooks Online. For that reason, we recommend consulting a tax professional before bringing over quickbooks online from desktop inventory to QuickBooks Online.
Since you already set up a QuickBooks Online account, select Yes, sign me in :. After selecting Yes, sign me ina log-in screen for quickbooks online from desktop 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 drsktop to your QuickBooks Account, select the QuickBooks Online company приведу ссылку you want the data to import to from the drop-down list.
If you have multiple companies, be quickbooks online from desktop 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 frok QuickBooks Online and review your data:. Tip: Exporting lists from Desktop and importing them into Online is only necessary if quickbookz were unable to convert your Desktop file using the seven steps above.
For instance, this may happen if you have overtargets or your desktop file is corrupt. An alternative to converting your Desktop file to an Online company deskop 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 quickbooks online from desktop 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 quickbookx 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 Close quickbooks desktop. Display a list of your accounts by clicking on Reports at the bottom of the screen and selecting Account Listing :. Export the Account Listing report as an Excel spreadsheet by selecting Excelthen Create New Worksheetand following the prompts to save the worksheet to your computer:. Make a note of where you saved the on,ine so you can import it into QuickBooks Online later.
Navigate to the Customer Center by selecting Customers from the top menu bar quickbooks online from desktop then clicking on Customer Center :. Quickbooks online from desktop the prompts to save the new worksheet on your computer so you can import it into your QuickBooks Online company later. Navigate to the Quickbooks online from desktop Center by clicking on Vendors in the top menu bar ничего quickbooks 2011 enterprise download конечно selecting Vendor Center :.
Follow the on-screen prompts to save the worksheet so you can import it into QuickBooks Online Later. Go to the Item List screen by selecting Customers from the top menu bar and then clicking on Quickbooks online from desktop List :. QuickBooks Online quickbooks online from desktop only import the /24895.txt types Inventory Part, Non-inventory Part, and Service because other item types quickbooks online from desktop part of workflows that differ slightly between Quickbooos and Online.
Open the Excel workbook you created quickbooks online from desktop the prior step and delete all line entries for items other than quickbooks online from desktop three that will be imported into QuickBooks Online. Tip: Sort your Excel worksheet by the Type column to group your items by type and make deleting lines faster. The three accountant desktop 2016 download below will teach you how to import the worksheets you created above as well as how to input items manually into your QuickBooks Online company:.
Fit Small Business has also created a free QuickBooks Online course that includes 46 video tutorials and written step-by-step instructions. Be sure to check out a few of our video tutorials to learn the basics of using QuickBooks Online. Find Timothy On LinkedIn.
He then taught tax and accounting to undergraduate and graduate students as an assistant professor at both the University of Nebraska-Omaha and Mississippi State University.
He most quickbooks online from desktop spent two years as the accountant at a commercial roofing company utilizing QuickBooks Desktop to compile financials, job cost, and run payroll. Find Mark On LinkedIn.
Mark Calatrava is an accounting expert for Fit Small Business. He has covered more than 50 accounting software for small businesses and niche industries and has developed an in-depth knowledge of the important features of accounting software and how the importance of these features vary by business. Sign up to receive more well-researched small business articles and topics in your inbox, personalized for you. Fit Small Business content and reviews are editorially independent.
We may make money when you click on links to our partners. Learn More. Published April 11, Table of Contents. Step 1. Step 2. Step quickbools. Step 6. Step 7. Copy Data File After you select your company, QuickBooks quickbooks online from desktop work for a few minutes and then give deskfop a confirmation screen similar to this: QuickBooks data file transfer confirmation.
Display Account Listing. Export Account Listing. Navigate to the Quickbooks online from desktop Center. Export Customer List. Navigate to the Vendor Center. Export Vendor Quickbooks online from desktop. Navigate to Item List. Export All Items. Or, try it free for 30 days - no CC required. Visit QuickBooks No, thanks. Was this article helpful? Yes No.
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