Convert From QuickBooks Desktop to Online

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Convert From QuickBooks Desktop to Online
If you're currently using QuickBooks Desktop and
would like to reach your files from any location,
it's time to transition from QuickBooks Desktop
to QuickBooks Online.
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Conversion QuickBooks Desktop to Online
The primary factor behind converting QuickBooks
Desktop to Online. QBO is cloud-based in nature,
enabling businesses to seamlessly access their
accounting data and operations from anywhere
using various devices, from desktops and laptops
to tablets and smartphones. Additionally, QBO
facilitates easy collaboration with accountants,
a feature unavailable in the single-user Desktop
version. Moreover, QuickBooks Online receives
automatic online upgrades at no extra cost to
users, ensuring they always have the latest
features and improvements.
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Why Convert from QB Desktop to QBO

• There are several motives for QuickBooks data
  conversion from Desktop to Online.
• QuickBooks Online operates in the cloud, allowing
  access to your data from any location or time.
• QBO offers enhanced usability on mobile devices
  compared to QuickBooks Desktop.
• QBO integration with various business
  applications renders.
• You can set up multiple budgets every financial
  year.
• Automatically schedule and perform transactions.

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When To Move from QuickBooks Desktop to
QuickBooks Online

• If you're currently using QuickBooks Desktop, you
  may find it advantageous to transition to
  QuickBooks Online, our top-rated small business
  accounting software, in the following scenarios
• Managing your finances or collaborating with
  remote accountants.
• Needing to monitor expenses and create invoices
  on the move.
• Anticipating business expansion and seeking a
  scalable solution.
• Needing extensive integration with third-party
  business applications QuickBooks Online boasts
  compatibility with over 750 apps, dwarfing the
  approximately 200 integrations available with
  QuickBooks Desktop.

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Whats Move and Dont Move over to QuickBooks
Online
Dones Not Moves
Moves

• Attachments/Document Center docs
• Budgets
• Transactions with 3 different currency types
• Bank Feeds setup
• Previous years' payroll history
• QuickBooks Time
• Price Levels

• Budgets
• Inventory
• Multi-Currency
• Payroll
• Online Banking
• QuickBooks Payments
• Sales Tax

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Process Convert QuickBooks Desktop to QuickBooks
Online
This manual provides a process for how to
transfer from QuickBooks Desktop to Online,
supplemented with useful advice.
Step 1 Opt for your plan and subscribe to QBO
In our assessment of the Best Accounting
Software, QuickBooks Online emerged as the top
choice. Before proceeding with the conversion of
your QuickBooks Desktop file, carefully consider
which QuickBooks Online subscription aligns best
with your business needs.
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Step 2 Prepare your QuickBooks Desktop file
Ensure a smooth conversion process by reviewing
essential elements of your QuickBooks Desktop
company file and updating its information as
thoroughly as possible. Download and update
QuickBooks Desktop to the latest release and
updates Before initiating the conversion, confirm
that your QuickBooks Desktop program is up to
date. Access your QuickBooks Desktop program,
then navigate to the Help menu and select Update
QuickBooks Desktop.
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Step 3- Convert your QuickBooks Desktop file to
QuickBooks Online

• Enterprise users should refer to the subsequent
  section for instructions on activating the
  conversion wizard in Enterprise. QuickBooks
  Desktop Enterprise users While the conversion
  process for Enterprise users mirrors that of Pro
  and Premier users, triggering the conversion
  wizard differs. Enterprise users should follow
  these steps to initiate the conversion wizard
• From the home dashboard in Enterprise,
  simultaneously press CTRL1 to open the Product
  Information window.
• Simultaneously press CTRLBQ.
• Close the Product Information window to launch
  the conversion wizard.

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Step 4- Complete the setup of your QuickBooks
Online company
Upon logging into your new QuickBooks Online
company, we recommend taking a few additional
steps to ensure a successful start. Print a
Balance Sheet Print a balance sheet Before
making any alterations in QuickBooks Online,
print a balance sheet for the current date and
compare it with the balance sheet printed from
QuickBooks Desktop. Ideally, they should match
however, discrepancies require investigation and
correction in QuickBooks Online before
proceeding. You can log back into your QuickBooks
Desktop company to help identify any
discrepancies.
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Connect bank and credit card accounts
Although your bank and credit card activity
should transfer over during the conversion from
QuickBooks Desktop, the connections to your bank
do not. You'll need to connect your bank and
credit card account to QuickBooks Online. While
not mandatory, we recommend this step to save
time and reduce data entry errors. To initiate
the connection of your bank accounts Hover over
Transactions in your left menu bar. Select Bank
transactions. Click the drop-down arrow next to
the Link account. Choose to Manage connections.
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