If you want to migrate your QuickBooks Desktop data to QBO to access more advanced, secure, and flexible features but are unable to do so, then you must read this comprehensive guide. Moving your company data to QuickBooks Online offers many benefits, such as anytime, anywhere access, automatic updates, and seamless integration with other business apps. To migrate, simply export your company file from QuickBooks Desktop and import it into your QuickBooks Online account. Do not worry. We will guide you on how to do all this to migrate QuickBooks Desktop to Online.
Migrating QuickBooks Desktop To QBO
Step 1: Prepare Your Desktop File
Note: You have 60 days from creating your QuickBooks Online account to transfer your data. To check how old your company file is, sign in to QBO and refresh this page.
Important: Ensure QuickBooks is up-to-date.
Check File Size:
- Your file should be under 750,000 targets for a successful transfer. Press Ctrl+1 to check the size. If it’s too large, you can either import lists and balances or start fresh.
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Prepare for Transfer:
Print Your Sales Tax Liability Report to enter adjustments later:
- Go to Reports.
- Select Vendors & Payables.
- Select Sales Tax Liability.
- Set the date range to All.
- Access the Print menu.
- Click Save as PDF.
- Click Save.
- Save the file to your chosen folder.
For QuickBooks Desktop Payroll Users:
- Terminate or deactivate any employees who are no longer with you and haven’t been paid this year.
- Wait 2-3 days after running payroll before transferring your data to ensure all paycheck information is included. Move your data before your next payroll run.
Step 2: Transfer Your Files From Desktop To QBO
The migration tool will help you move your data. You can also transfer the files through an online tool(for QuickBooks version 2020 or older), which we have explained below if you are facing the issue of the QuickBooks migration tool not working.
Access the Online Tool
- Open the online tool. It can be accessed through the Intuit website.
- Click Get Started, then sign in with your Intuit Account.
Upload Your Company File
- Select "Select File."
- Browse to the QuickBooks Desktop file you want to move.
- (Note: You can upload only one file at a time.)
- Click Open to upload the file.
- Alternatively, you can drag and drop your file to upload it.
- Once uploaded, your file will be automatically updated to the latest QuickBooks Desktop version. You will then see an option to move to QuickBooks Online.
- Once the transfer to QuickBooks Online is complete, adhere to the on-screen directions.
If your file fails to upload or move to QuickBooks Online, reach out to the support team.
Step 3: Prepare to Use QuickBooks Online
After converting from QuickBooks Desktop to QuickBooks Online, follow these steps:
- Link bank or credit card account to QB Online.
- Create and send invoices to your customers.
- Note: Set up location-based sales tax if you track sales tax.
- Track and pay your bills in QuickBooks Online.
Conclusion
This guide will help you migrate QuickBooks Desktop to Online. We hope that you’ve followed the steps correctly and successfully moved your files.
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