Are you searching the internet for procedure to move QuickBooks desktop file to QuickBooks Online? Well, this is definitely possible, and its walkthrough is lucidly uncovered in this blog. There are users who shift from “QuickBooks Desktop to QuickBooks Online”, and want their Company file moved to QBO, to continue their tasks on the online version of the accounting program.
You just need to take care of some minor prerequisites, and perform the migration task for the process. To get a complete grasp, read this full blog.
Procedure to move your QuickBooks Desktop file to QuickBooks Online
The steps below should guide you on the walkway of moving your company files to QuickBooks Online.
Step 1: Check File size
Run QB Desktop, then press F2. Take note of the company file size, and by all means it should not be more than 3 50,000 for the import process to be successful.
Step 2: Preparation of data in QuickBooks Desktop
- Go for any data modification in the company file and also save a backup of the file before the import process.
- Also, convert the data at the end of every month, year, or quarter.
- Create backup of the file before you start the export to QuickBooks Online. For this, log into QB Desktop, then go to File, Backup, Company, and finally Create local backup.
Step 3: Creation of new QuickBooks Online Account
Open QuickBooks Online account, and provide your correct details including name, email id, contact number, and the password.
Step 4: Open QuickBooks Desktop
- Log into QuickBooks Desktop.
- Convert data to export it later on to QuickBooks Online.
Step 5: Use the Export Company File option
Go for the “Export Company file” option to transfer the data from QuickBooks Desktop to QBO.
Step 6: Choose Importing of Inventory
When importing, click on yes to import inventory into QuickBooks Online. The inventory shall be adjusted by first in, first out (FIFO) technique. Otherwise, if you don’t want to import the inventory, just click on No.
Step 7: Copy your Data Files
When the company data is successfully imported, go for complete your Setup tab.
Then visit QuickBooks Online to review if the process successfully helped to move your QuickBooks desktop file to QuickBooks Online.
Summing Up!
This article discussed the simple process to move your QuickBooks Desktop file to QuickBooks Online. If you have any confusion in mind, get it cleared by calling our QuickBooks desktop support experts at 1-800-761-1787.
