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ickBooks online lets you access your account from anywhere. In just a few simple steps, you can convert QuickBooks desktop to QuickBooks online, and we have listed all the steps below that you need to follow.
To convert QuickBooks Desktop to QuickBooks Online, follow these seven steps:
Step 1. Check the File Size Requirements
Upon opening your QuickBooks desktop file, press F2 to find out the total count. If it exceeds 350,000, you can try to reduce it by condensing it. If you are unable to condense it, you have to transfer it instead of converting it.
Step 2. Export your QuickBooks Desktop data to QuickBooks Online
Make sure all bank accounts are reconciled, payroll is processed, and inventory is adjusted before you begin.
It is also a good idea to back up your company file in case something goes wrong. The data file can be backed up by going to File, Back-Up Company, and then clicking on Create Local Backup.
Step 3. Create a QuickBooks Online Account
Before converting quickbooks desktop to online, you must first create an account on QuickBooks online if you do not already have one and choose the best version for your business. Fill out the required information to create your QuickBooks online account.
Step 4. Export Company File to QuickBooks Online
Sign in to your QuickBooks desktop account and sign in to the company you wish to convert. In your QuickBooks desktop account go to the company option where you will find the option to Export Company File to QuickBooks Online, if you cannot find this option, then you need to update your QuickBooks to the latest version and once it has updated you will see the option Export Company File to QuickBooks Online.
Step 5. Log in to your QuickBooks Online account using the desktop application
When you select the data to export to QuickBooks Online, your QuickBooks Desktop program will ask you whether you want to migrate your file or try it first. You have already created your QuickBooks Online company, so click Move Now.
Choose whether you want to import inventory into QuickBooks Online
QuickBooks Online will ask if you wish to import inventory if you currently track it. In QuickBooks Online, your inventory will be recalculated based on the first in first out (FIFO) method from the start date you provide. Click "no" if you are unsure whether to import your inventory. You can import your inventory later from an Excel spreadsheet.
After that, QuickBooks will ask you if you have a QuickBooks Online account. Select Yes, sign me in since you already have a QuickBooks Online account.
Your QuickBooks Desktop account will display a log-in screen for your QuickBooks Online account once you select Yes, sign me in.
Then you simply need to verify your identity via email or phone.
Also Read- Features Of QuickBooks Enterprise Support
Step 6. Select Your Company in QuickBooks Online
You need to select the QuickBooks Online company from the drop-down list after verifying your identity.
Step 7. Copy Data File
As soon as you select your company, QuickBooks online will begin working and after a few minutes, you will be notified by email that your QuickBooks online has been set up.
Conclusion
Here, we have discussed how to convert your QuickBooks desktop to QuickBooks online. Hopefully, it will help you convert QuickBooks desktop to QuickBooks online without any hassle.
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