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 OnlineThe steps below should guide you on the walkway of moving your company files to QuickBooks Online.
Step 1: Check File sizeRun 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.
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.
