QuickBooks Data Migration from Desktop to Online: Effective Steps to Perform

Different QB versions provide different features to users according to their business needs. If you are currently using the QuickBooks Desktop version and want to move to QBO, then you need to follow a certain set of steps. The QuickBooks data migration process is easy to perform and can be undertaken to switch to QuickBooks Online successfully. In this article, we are going to help you perform the QuickBooks data migration from Desktop to Online.

If you are having trouble while migrating your QB data or are unable to perform the steps, you can call us at 1.855.738.2784 to get assistance from our support team.

Different Methods to Move QuickBooks Desktop to QuickBooks Online

You can undertake the migration process by following these three methods –

  1. The first method is to verify the data before migrating it to QBO. For this, you need to utilize the Verify and Rebuild Tool from the Utilities drop-down menu and run the verification process.

  2. The next step is to save the QuickBooks Desktop company file in the QBO format to undertake the QuickBooks Online migration process successfully. For this, you need to save the file in an OE.qbw format from the utility section.

  3. Lastly, you need to import the files to QuickBooks Online through Internet Explorer. Go to the Company menu and select the Import QuickBooks Desktop Data option to initiate the import process.

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Detailed Steps to Convert QuickBooks Desktop to QuickBooks Online

If you want to switch to QuickBooks Online, you need to follow the steps provided below for a successful data conversion –

  1. Firstly, you need to check the file requirement and ensure that it is within the subscription limit of 60 days; otherwise, contact a pro advisor to extend it to 180 days.

  2. Next, set up a new QBO subscription and finish all the pending tasks before moving the files and reports.

  3. Taking a backup of the company file is another important step to prevent any accidental data loss. For this, select the Backup Company option and choose to Create a Local Backup.

  4. Provide all the login credentials in QBO to set up the account and open QuickBooks Desktop to update the version and export the data.

  5. Select the Export Company File to QuickBooks Online option and log in to the new QBO account.

  6. If you wish to move the inventory too, you need to remember that the inventory will be re-measured by using the FIFO method in QuickBooks Online.

  7. Now, from the drop-down list, select the QBO version to copy the data file and wait for the confirmation email to appear on your screen.

  8. Once the data is ready in QBO, check for any accidental data loss or data mismatch by going through all the essential files and reports.

  9. If the data is successfully transferred, you can continue running the operation via your new QBO account.

Conclusion

You can easily perform the QuickBooks data migration from Desktop to Online process by using the detailed steps given above. If there are issues in the conversion process, you can call us at 1.855.738.2784 to talk to our dedicated QB experts.

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