Hi all! Here, our discussion would be on and about how to convert QuickBooks Desktop to QuickBooks Online. We are very much aware that QuickBooks has multiple versions updating consecutively, in this we will take into consideration the two versions of QuickBooks Desktop and QuickBooks Online only. We will construct the hypothesis on how to convert/migrate from one version to another version. While performing these processes, our queries will be is there any innate problems that might appear? How to resolve that? What shall be the better option? Kindly read the full blog for more information.
Preface on Conversions of QuickBooks:
QuickBooks is a platform for business facilities. Under its umbrella, there are various functions and users may get the best of it by updating and upgrading it to the latest release. There are not many versions of QuickBooks, among them, we will take into account QuickBooks Desktop and QuickBooks Online. If the user wishes to migrate or convert files from one program to another or if there are any associated problems with it, that will be our core research to resolve it. Finally, how it differs from the previous version to the newly switched-up version.
Migrate QuickBooks Desktop to QuickBooks Online
If you want to migrate from QuickBooks Desktop to QuickBooks Online, then you need to evaluate your file size. Still the file surpassed more than the bar of 350,000 targets, then you will be required to compress or condense your file. If you have’ t surpassed that bar of digits, then you need to follow the steps cited below:
- Prepare your QuickBooks Desktop data for export to QuickBooks Online
- Create a QuickBooks Online Account
- Export company file to QuickBooks Online
- Sign in to your QuickBooks Online account using the QB Desktop program
- Select your company in QuickBooks Online
- Copy data file
Now import the above data to QuickBooks Online.
Convert QuickBooks Desktop file to QuickBooks Online
QuickBooks suit has a smooth user interface. Hence, converting QuickBooks Desktop file to QuickBooks Online isn’t a difficult task to accomplish. If you want to perform the same, go as it is cited here:
- Sign in as an admin to the company file you need to import
- Go to the Company, then select Export Company File to QuickBooks Online
- Select start your Export
- Now, sign in as an admin to your QuickBooks Online company
- Select choose an online company and choose the QuickBooks Online company you want to replace with your initial company file
- Select Continue
- If you track Inventory in QuickBooks Desktop, then select Yes and put your date. If you don’t, then select No
- Enter Agree in the text field. Then select Replace.
- Select Yes, go ahead and replace the data; then select Replace.
Problems converting QuickBooks Desktop to Online
There are some innate problems associated with the converting process. If the user tactfully sidelines these problems, then it shouldn’t a big deal. The users might confront the cited problems or errors while converting from QB Desktop to QB Online:
- Cannot connect to database
- The file is too big to export
- Error with checking company import eligibility
- Cannot export data
- Export QBDT to QBO error
Convert QuickBooks Desktop file to QuickBooks Online
If the user desires to convert data from QB Desktop to QB Online, then follow these concise schemes:
- Verify data
File-Utilities-Verify Data-Rebuild data (optional)
- Save the company file in QuickBooks Online format
File-Utilities-Copy Company Files-Save the file
(This will ensure a QuickBooks file with the extension OE.qbw)
- Import QuickBooks Desktop file to QuickBooks Online
(Company-More-Import QuickBooks Desktop Data-choose the file you want to import)
Once the importing data is complete, you will get a confirmation mail.
Can I convert QuickBooks Desktop to QuickBooks Online?
Yes, you can. All you are obligated to transfer your company file from QB Desktop to QB Online. The scheme for doing such is introduced in different sections of the blog. Do as it is instructed.
What happens when you switch from QuickBooks Desktop to QuickBooks Online?
Switching from QuickBooks Desktop to QuickBooks Online is contingent on the file size.
The existing data in QuickBooks Desktop will remain unscathed. Your data will be copied only to QB Online. You can resume from there onwards. As a result, you will be able to access the data in QuickBooks Desktop only with an active subscription.
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Important steps to be taken before converting/migrating from QB Desktop to QB Online:
A preliminary step needs to be taken before you convert or migrate files from QuickBooks Desktop to QuickBooks Online. You should create a backup of the data file; here’s how it’s done:
- File
- Backup Company
- Create a Local Backup
Get your Desktop file ready for conversion/migration:
Prior to you starting with the process of QuickBooks migration, be certain that QuickBooks Desktop is up-to-date. Thereafter, follow the steps mentioned underneath:
If your Total Target is less than 350,000 (to check this, Ctrl+1 on the keyboard) then you may follow the steps cited below:
- Get a printed copy of the Sales Tax Liability report
- Then search for the Report menu, select Suppliers and Payables, and select Sales Tax Liability
- Move to Dates, drop-down menu; select All.
- On the top, from the Print drop-down menu Select Save as PDF
- Choose the folder you want to save it in, name the file and select Save.
After completing the above steps, you are ready to migrate data from QuickBooks Desktop to Online.
Convert your QuickBooks Desktop file to QuickBooks Online
If the user wants to convert QuickBooks Desktop file to QuickBooks Online then the user might want to go by a proper method. In order to convert,
- Visit QuickBooks Online, create a QuickBooks Online account and subscribe to your preferred version of QB Online. (You can check out the various versions and their comparisons on Google)
- Provide the basic company information
- Log out of your QuickBooks Online Account: On this screen, enter your company’s name and description
- Export company file to QuickBooks Online:
- Sign in to the QuickBooks Online Account through the Desktop program: after selecting the data that needs to be migrated from QB Desktop an online program will verify whether the company is ready for export. Then it will ask you to sign in with your using your QB Online email and password
- Choose whether you want to import inventory into QuickBooks Online: the calculation of cost of inventory is QB Online is different than QB Desktop. QB Online uses FIFO (First In, First Out). While importing from QBD to QBO you need to choose options.
- Select your company in QuickBooks Online: select your company in QBO as migration will replace any existing data.
- Copy Data File: after you select your company, QB will take a few moments and a confirmation screen will appear.
Conclusion!
Summing up, we can conclude that it is convenient to migrate data or convert QuickBooks Desktop to QuickBooks Online. There are also some auxiliary problems within it as all data cannot be migrated. Even if the user may try, it needs to be configured according to QB Online as both the platform’s terminology and work process operates differently. Apart from this, migration or conversion of data, the existing data doesn’t get wiped out, if all the necessary steps are attempted correctly.