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How to Convert QuickBooks Desktop to Online? | Forum

Topic location: Forum home » Support » General Questions
Richard Schiff
Richard Schiff Nov 10 '22

Converting the QuickBooks Desktop to Online is a great step. As you are transferring all your data from the Desktop to the Online, which helps you in recovering the data in case of any mishappening. You can also access your QuickBooks data from any time across the world, just with a strong internet. Now Convert QuickBooks Desktop to Online with the following steps:

 

  1. Firstly, Examine the File Size Requirements.

  2. Prepare Your QuickBooks Desktop Data for Upload to QuickBooks Online.

  3. Create an account with QuickBooks Online.

  4. Upload Your Company File to QuickBooks Online

  5. Sign In to Your QuickBooks Account Using the Desktop Program.

  6. In QuickBooks Online, select Your Company.

  7. Copy the Data File

William
William Jun 22 '23

To convert your QuickBooks Desktop company file to QuickBooks Online, you can follow these steps:


Sign up for QuickBooks Online:

Go to the QuickBooks Online website (https://quickbooks.intuit.com/online/) and sign up for a new account.

Select the version of QuickBooks Online that suits your business needs and complete the sign-up process.


Prepare your QuickBooks Desktop company file:

Open your QuickBooks Desktop software.

Make sure your company file is up to date and doesn't have any data issues.

Perform a backup of your QuickBooks Desktop company file for safety.


Convert your QuickBooks Desktop file to QuickBooks Online:

In QuickBooks Desktop, go to the "File" menu and select "Utilities" or "Send Company File to QuickBooks Online."

Follow the on-screen prompts to sign in to your QuickBooks Online account and authorize the transfer of your company file.

Select the company file you want to convert and follow the instructions provided.

The conversion process may take some time depending on the size of your company file and your internet connection speed.


Review and clean up your converted data:

Once the conversion is complete, log in to your QuickBooks Online account.

Review your data to ensure that everything has transferred correctly.

Check your chart of accounts, customer and vendor lists, transactions, and other data to make sure they match your QuickBooks Desktop file.

Make any necessary adjustments or clean up any duplicated or incorrect data.


Set up additional settings:

Customize your QuickBooks Online settings, such as company information, preferences, and user access.

Set up bank feeds and connect your bank accounts for automated transaction downloads.

Configure any other integrations or third-party apps that you were using in QuickBooks Desktop.


Start using QuickBooks Online:

Once your data is properly converted and reviewed, you can start using QuickBooks Online for your day-to-day accounting and bookkeeping tasks.

Familiarize yourself with the user interface and features of QuickBooks Online to make the transition smoother.


Regards,
Will