Complete Guide on Migrating from QuickBooks Desktop to QuickBooks Online

The QuickBooks Desktop software is a premium choice for accounting professionals and business people. Both the QuickBooks Desktop and Online versions are equally helpful for users in managing their difficult financial tasks. Therefore, many users either choose one version based on their business needs. So, here we are with the complete guide on migrating from QuickBooks Desktop to QuickBooks Online. In this blog post, we will explain the easy steps to migrate the QuickBooks company data from the Desktop version to the Online.

Get in touch with our QuickBooks expert team by calling us at +1-855-948-3646 and let them assist you in migrating from one version of QuickBooks to the other one. 

Migrating QuickBooks Data from Desktop to Online: Any Benefits? 

1. One of the major benefits of migrating from QuickBooks Desktop to QuickBooks Online is that you can access the application from anywhere. You can continue with your accounting tasks and operations from anywhere and on any network. 
2. When you operate QuickBooks online, you have an advanced opportunity to access and compare the current QuickBooks reports to the previous ones. 

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Easy Steps to Migrate From QuickBooks Desktop to Online 

Step 1 - Check the QB Company File Requirements

First of all, import your QB data within 60 days of the QuickBooks subscription. Now, approach a QuickBooks ProAdvisor who can convert your data to 180 days of QuickBooks subscription.

Step 2 - Prepare Your QB Data to Migrate

1. Make sure that before you convert from the QuickBooks desktop version to the online, you finish all tasks related to QuickBooks payroll, bank accounts, invoices, inventory, etc. 
2. After this, you need to update all your QuickBooks data before converting to another version. Also, clean up all the unwanted QB data.

Step 3 - Make an Online Account with QuickBooks

Complete all your work related to QuickBooks data that you want to migrate. After this, enter all the correct and required details for your QuickBooks Online account. Also, don't forget to log out from the Quickest online account. 

Step 4 - Open Your QuickBooks Desktop Version

Once you have signed out of your newly created QuickBooks Online account, after that, you need to open your QuickBooks Desktop to export your QuickBooks data. Ensure that before you export your QuickBooks data, make sure you have installed and downloaded the recent QuickBooks update.

Step 5 - Sign In To Your QuickBooks Online Account & Copy Your Data 

1. After you choose the Export Company File option to QuickBooks Online, then you are required to sign in to the newly created online QuickBooks account. Continue to the step, then you will be asked to export your existing QuickBooks inventory data.
2. In this step, ensure that before you start operating QuickBooks Online, you check if the QuickBooks data have been exported successfully and correctly. You can continue by running a profit and loss statement along with a balance sheet report. 

The Last Lines! 

We hope you have executed the migrating from QuickBooks Desktop to QuickBooks Online process successfully with these steps. If you still face issues, you can get in contact with our team at +1-855-948-3646. Call us now! 

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