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A Detailed Guide to Import QuickBooks Desktop to Online

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    QuickBooks offers its services through multiple platforms such as its computer-based applications and web-based portals. The Desktop-based applications, such as QuickBooks Desktop Pro, Premier, or Enterprise, are installed on the user’s desktop and use its memory to run and save the data. They provide robust features and tools to make accounting and related business process easier for its users. QuickBooks Online provides universal accessibility so that you can access your data from anywhere, anytime and you don’t need to be anchored to your computer to access your data. QuickBooks also lets users migrate from one platform to other and thus it provides the option to Import QuickBooks Desktop to Online.  Through this article, we will discuss the detailed steps and other aspects of importing QuickBooks Desktop to Online.

    “If you face any issues when you try to import QuickBooks Desktop to Online and you need help from an expert to assist you through the process, then contact QuickBooks Support 1-(855)-856-0042”

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    Why Should you Export QuickBooks Desktop to Online?

    If you are using the desktop-based application of QuickBooks and you need to access your files from anywhere beyond the limitations of time and location, then QuickBooks provide you with the option to do so. QuickBooks Desktop application license is valid for three years, and then you need to either renew it or move to QuickBooks Online (Read more about QuickBooks Desktop Service Discontinuation Policy Here). You can have all your data secured and still move to QuickBooks Online if you export QuickBooks Desktop to Online. You can also avail this feature if you want to move QuickBooks Online for its features.

    A user can also move back from QuickBooks Online back to QuickBooks Desktop within 60 days of migration. Once this 60 day period is over, you would need to set up and subscribe to set up a new QuickBooks Online company.

    Key Points Before you Import QBW File to QuickBooks Online

    There are various advantages of using QuickBooks Online over its Desktop version and vice versa. If you decide to import QuickBooks Desktop to Online, then you should consider a few key points before that. QuickBooks Desktop provides various useful tools to make the accounting process easier for its users. It generally offers a faster working interface and has features to handle inventory.

    Export QuickBooks Desktop Data
    Export QuickBooks Desktop Data

    You can easily transfer all your files from the desktop version to cloud version, but a lot of features work differently on both the platforms. Various features also have different names on these platforms. If you still decide to import QuickBooks Desktop to Online, then follow the steps mentioned below.

    How to Import QuickBooks Desktop Data to Online

    Here is a stepwise guide to import QuickBooks Desktop data to Online. Follow these steps in the given order to efficiently perform the process.

    1. Open the QuickBooks Desktop File and press the F2 key on your keyboard to calculate the total target count. If the target exceeds 350,000, which is the maximum limit, then you should try to reduce the target. You can reduce the target by condensing the QuickBooks File.
    2. Reconcile all the bank accounts added to the QuickBooks account, complete the payroll process and also settle the inventory to prepare your file for migration.
    3. Create a backup of your company file by going to the ‘File’ option and then click on the ‘Back Up Company’ option.
    Backup QuickBooks Company File
    Backup QuickBooks Company File
    • Create a QuickBooks Online account and take its subscription.
    • When you reach the company’s dashboard in your QuickBooks Online account, click on the ‘Gear’ icon and then press the ‘Sign Out’ option.
    • Go to the ‘Company’ option in the QuickBooks Desktop application and select ‘Export Company File to QuickBooks Online’.
    • You need to update your QuickBooks Desktop to the latest version if you don’t see the option to export the file.
    • When you select the data to export, your QuickBooks Desktop program will verify that the file is ready to be exported.
    • Sign in with your QuickBooks Online credentials when prompted.
    • Also, select the option saying “Yes, bring over inventory using FIFO, Starting on the date specified below”.
    • Select your Company in QuickBooks Online portal.
    • QuickBooks will take some time and then show a confirmation screen saying that it is moving your data to the cloud.
    • After the process completes, QuickBooks will send you an email that your file is ready.
    QuickBooks Online Data Migration Complete

    An Alternative to Import QuickBooks Desktop to QuickBooks Online

    There is an alternative to import QuickBooks Desktop to QuickBooks Online. It is to export the lists from the desktop Company and then import them to the Online Company. The lists that need to be transferred are as follows:

    1. Chart of Accounts
    2. Customers
    3. Vendors
    4. Products and Services

    These lists can be individually exported if you don’t want to export the whole company file when Importing QuickBooks Desktop to Online.

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    Through this article, we explained to you the step-wise guide to import QuickBooks Desktop to Online. You should be able to import the data easily from desktop-based application to cloud-based Online portal through the steps mentioned in this blog. If you still face any issues and need help from an expert to assist you through the process, then get in touch with QuickBooks Support at Helpline Number  1-(855)-856-0042.

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