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QuickBooks Online is being used by small and medium businesses all across the globe. Users can access QuickBooks anytime from anywhere making business operations lot easier. However, many people are still using QuickBooks desktop and they are under the impression that converting from QuickBooks desktop to QB Online is a big hassle and there are chances of losing data. But the case is not so as the whole process is easy and QuickBooks Online comes with many perks.

Benefits of Converting QuickBooks Desktop to QBO

  • One of the benefits you can reap by converting QuickBooks Desktop to QuickBooks Online is that it is free of cost. Intuit doesn’t charge anything for importing data to the online version.
  • You can easily compare reports from current year to previous year.

You may see also: How to Fix QuickBooks Error Code 3140?

Should I convert to QuickBooks Online?

I use QuickBooks Desktop to…Can be done in QuickBooks OnlineCan be done in QuickBooks Desktop
Access my company file and manage my dataBacking up the data All editionsAll editions*
Revert to prior version of my company fileNot availableAll editions, with backups
Work with my accountantAll editionsAll editions
Accessing company file remotelyAll editionsAll editions**
Allow multiple users to access my company fileEssentials, PlusAll editions
Maintain multiple company filesRequires additional subscriptionsAll editions
Work with multiple QuickBooks windows open at onceAll editionsAll editions
Work with my customersCreate and manage invoices and bill customersAll editionsAll editions
Create and manage estimates, send to customers, convert to invoices, and use progress invoicingAll editions; Progress invoicing in Plus onlyAll editions
Track sales, accept payments, and calculate sales taxAll editions, with QuickBooks PaymentsNot available
Track sales and expenses in multiple currenciesEssentials, PlusAll editions
Track projects including time expenses, pending payments, unbilled workPlusAll editions
Invoice with batch invoicingNot availableAll editions
Prevent sales to customers with overdue invoicesNot availableEnterprise
Work with my suppliersManage bills and pay suppliersEssentials, PlusAll editions
Billable expensesPlusAll editions
Track and manage contractorsAll editionsAll editions
Manage employee dataTrack employee time, including billable hoursEssentials, PlusAll editions
Pay employees, e-file payroll taxes, and print and file T4sAll editions, with Enhanced PayrollAll editions, with Payroll subscription
Connect to my bank, download transactions, and reconcileAll editionsAll editions
Use online bankingUndo previous bank reconciliationsBy an accountant, in QuickBooks Online AccountantAll editions
Use the FIFO method to track inventory quantities, sales revenue, and COGSPlusEnterprise, with Advanced Inventory
Use Average Costing method to track inventoryNot availableAll editions
Manage inventorySet and manage inventory reorder pointsAll editionsAll editions
Track income and expenses and organize according to tax categoriesAll editionsAll editions
Run custom, Profit & Loss, expense, and balance sheet reportsAll editionsAll editions
Create and run reportsForecast sales and expensesPlusPremier, Enterprise
Create custom reports with Intuit Statement WriterNot availableEnterprise
Use Advanced ReportingNot availableEnterprise

How should you move your QuickBooks desktop to QuickBooks online?

QuickBooks Online is being used by small and medium businesses all across the globe. Users can access QuickBooks anytime from anywhere making business operations lot easier. In fact, they can back up their data from data anywhere. And that is the reason why many people are converting to QuickBooks Online from QuickBooks desktop. In this blog we will discuss the process how to convert your QuickBooks Desktop file to QuickBooks Online through three very easy steps.

Method 1: Verify Data

The first thing to do is verify data. So, go to “File” then “Utilities” and the “Verify“. In case, there are any issues when you try to “Verify Data” you will be asked to “Rebuild Data“. Once you are done rebuilding the data, verify it again to see if the issue is resolved or not. If the problem persists, seek help from QuickBooks support.

Read Also: How to Fix QuickBooks Error 6000?

Method 2: Save the company file in QuickBooks Online format

In your QuickBooks desktop version, create a copy of your company file which is also compatible with QuickBooks Online. Go to “Files” then “Utilities” and then “Copy Company Files” for QuickBooks online. Once done “Save the file” in your desktop. This process will help in creating a new QuickBooks file which is well-suited with the file extension “OE.qbw“.

Save the company file in QuickBooks Online format - Pro Accountant Advisor

Method 3: Import QuickBooks Desktop File to QuickBooks Online

After the first two steps are completed, you can easily import QuickBooks Desktop file to the online version through Internet Explorer.

  • First go to “Company” then select “More” and after this “Import QuickBooks Desktop Data“.
  • Now choose the “File” you want to import and then wait for the importing process to complete.
  • Once the importing of data is completed you will get a confirmation mail.
Import QuickBooks Desktop File to QuickBooks Online - Pro Accountant Advisor

See also: Resolving QuickBooks Com Error Crash while mailing invoices

Steps to convert your QuickBooks desktop files to QBO

Below are the 7 quick steps to Convert your QuickBooks Desktop Files to QuickBooks Online (qbo).

Step 1: Check File Requirements

  • You can import your data to QuickBooks with 60 days of the subscription. And if it is more than 60 days then try.
  • Look for a QuickBooks ProAdvisor who can convert to 180 days of subscription.
  • By using a new email set up a new QuickBooks Online Subscription.
  • Verify data.
Check File Requirements

See this also: How to Fix QuickBooks Error 404?

Step 2: Prepare data

  • Before you convert from the desktop version online finish all outstanding tasks related to payroll, bank accounts, inventory etc,
  • Update all your data before converting. This is a good time to clean up all unwanted data.
  • Before converting take a backup of your data in the data file. In QuickBooks Desktop go to File then Back Up Company and then Create Local Backup.
prepare your quickbooks desktop data for export

Step 3: Create a QuickBooks Online Account

  • Once done with all the work related to data create a QuickBooks Online account and provide all the necessary details required.
  • Once done log out of the QuickBooks Account.

You might also like: How to Fix QuickBooks Error 6000, 301?

Step 4: Open QuickBooks Desktop

  • Once you have logged out of your new QuickBooks Online account open QuickBooks Desktop to export the data out. But before exporting make sure you have downloaded the recent update.
  • If not then go to Help menu and then select QuickBooks Update.
  • After you are done click on Company Menu and then select Export Company File to QuickBooks Online.

Step 5: Log in back to QuickBooks Online Account

  • After you select Export Company File to QuickBooks Online log in to the newly created account. You will be asked if you want to export your existing inventory.
  • However, you should know before taking this step that QuickBooks Online values inventory using the FIFO method (first in, first out).
  • If you say yes to this the value of the inventory will be recalculated using the same method from the mentioned start date.
sign back into your QBO account

See also: How to Fix QuickBooks Error Code C=88?

Step 6: Select QuickBooks Online Company

  • You have to select the QBO company from the drop down to which you want to import data to.
Select QuickBooks Online Company

Step 7: Copy Data File

  • Once you choose the company file copy the data file there and it will take some time.
  • Once all the data are copied you will get a notification and you have to click on OK Got It.
  • After your data is ready in QuickBooks Online you will be sent an email confirmation regarding the same and you will be asked to complete the set up.
  • However, before you start working on QuickBooks Online do check if the data have been exported correctly. You can run a profit and loss statement and a balance sheet report and then compare with QuickBooks Desktop and QuickBooks Online.
Copy Data File
  • Once your data is ready, you will receive an email notification similar to the one below.
  • Click on the “Complete your setup” button to log into QBO and review your data.
success page

Also see: How to Fix QuickBooks Error Code -6177, 0?

Final words!

Using QuickBooks Online much convenient than the desktop version and that’s why more and more people are shifting to it today. Hopefully these provided steps will help you to Convert your QuickBooks Desktop to QuickBooks Online.

If you are not able to do or there is any problem you are facing while following these steps, you can contact our QuickBooks helpline number and get quick help from US based best accounting experts. Our QuickBooks online support team is available 24*7 to help you, dial today our helpline .i.e. +1-844-405-0907.


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Some FAQs on Convert from QuickBooks Desktop to online

What are the benefits of converting from QuickBooks Desktop to QuickBooks Online?

Converting to QuickBooks Online allows for remote access to your financial data, automatic software updates, and better collaboration with your team. Plus, it’s a cloud-based solution, which means you won’t have to worry about backing up your data or losing it due to computer malfunctions.

How can I get help with the QuickBooks Desktop to Online conversion process?

If you need assistance with the conversion process, you can reach out to our toll-free number at +1-844-405-0907. Our customer support team can guide you through the steps and answer any questions you may have.

Can all QuickBooks Desktop data be converted to QuickBooks Online?

Most data can be converted to QuickBooks Online, but some features and data types may not transfer over. For example, if you use the QuickBooks Desktop payroll feature, you’ll need to set up payroll in QuickBooks Online separately. Make sure to review the list of what will and won’t convert before starting the conversion process.

How long does it take to convert from QuickBooks Desktop to QuickBooks Online?

The time it takes to convert depends on the amount of data you have and the complexity of your company file. Typically, the process can take several hours to complete. However, our customer support team can provide a more accurate estimate based on your specific situation.

Do I need to cancel my QuickBooks Desktop subscription after converting to QuickBooks Online?

Yes, you’ll need to cancel your QuickBooks Desktop subscription after successfully converting to QuickBooks Online. This will prevent you from being charged for both subscriptions. Don’t forget to do this step, as it can save you money in the long run.
Remember, if you need any assistance with the conversion process or have further questions, feel free to reach out to our toll-free number at +1-844-405-0907.

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