Spend any amount of time on the Intuit website, and you’ll start to wonder how to convert QuickBooks desktop to online. Even if you’ve been looking at QuickBooks Desktop programs, the website automatically defaults to QuickBooks Online (commonly known as QBO) buying choices.
The good news is that QuickBooks Desktop isn’t going away anytime soon. That hasn’t prevented Intuit from trying all it can to persuade you to switch to QuickBooks Online.
Migrating data from QuickBooks Desktop to QuickBooks Online will help you safeguard your corporation/business, increase efficiency, and take your firm to the next level. It even offers you access 24 hours a day, 7 days a week: You can work from anywhere using QuickBooks Online, and you or your accounting company may access safe data at any time and from any location. Second, it reduces human data input by automatically categorizing bank and credit card transactions, resulting in fewer clerical errors and increased productivity. As a result, we have this guide for you that will tell you exactly how to convert QuickBooks desktop to online
QuickBooks Desktop vs. QuickBooks Online: What’s the Difference?
If you use or intend to use QuickBooks Desktop, you’re certainly curious about the differences between the desktop and online versions. Here are a few important distinctions:
Add-ons: One of the distinctions is that QuickBooks Online has hundreds of cloud-based applications accessible, with more being developed all the time. A feature that isn’t available with QuickBooks Desktop.
More users: QuickBooks Online allows up to five users to be added, but QuickBooks Desktop only permits one.
Easy Access: With a QuickBooks Online account, you can access your data from anywhere.
Is it time to switch to QuickBooks Online?
If you’re a current QuickBooks Desktop user, you might be thinking of switching to QuickBooks Online as a wise option. There are a variety of reasons why you should know how to convert QuickBooks desktop to online. Perhaps you’re looking for a cloud-based solution that allows you to access your data from anywhere. Another factor might be the ability to integrate with other third-party applications. If you’re still not sure, we’ll give you some more information about both programs and what you’d gain (or lose) if you switched.
1. Prepare your desktop file
Make sure your QuickBooks is up to date before starting the transfer procedure. Then take the following steps:
- Get a copy of your Sales Tax Liability report on paper. After the migration, you’ll need it to input adjustment entries.
- Then go to the Reports menu and choose Suppliers & Payables, then Sales Tax Liability.
- Select All from the Dates dropdown.
- Choose Save as PDF from the Print menu at the top.
- Choose a location for the file, give it a name, and click Save.
- After that, you’re ready to move data from QuickBooks Desktop to QuickBooks Online.
2. QuickBooks Enterprise to Online Version Conversion
- Choose “Export Company File to QuickBooks Online” from the “Company”.
- On the “Export to QuickBooks Online” window, enter your user ID and password.
- The option to “Make a Copy” of your company file will appear.
- Begin importing the Enterprise file into your system. Ascertain that it has been successfully imported into QBO. After that, you’ll receive a message confirming that it succeeded. “Looks terrific!” says the current message. We’ll take care of the rest!”
- After you click “OK,” QuickBooks should send you a confirmation email stating that your data is now available on QBO.
Make sure you have a QuickBooks Online account so you can double-check that all of your converted data is available. Did you know that you may import data into QuickBooks Online from other programs? For a variety of programs, they have built-in conversion tools like QuickBooks Online Backup. Simply call us to speak with one of our professionals about how to convert QuickBooks desktop to online.