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Migrating from quickbooks desktop to online
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All Collections. Prepare for migration There are a few steps to take before you start the conversion process to ensure your information migrates properly. Product information screen in QuickBooks Desktop. Make sure to reconcile all bank accounts, process payroll, and adjust inventory before getting started. Importing historic data.
Migrating from QuickBooks Desktop to QuickBooks Online with Intuit’s internal tool.The Newest QuickBooks Migration Tool for Desktop to Online –
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Migrating from quickbooks desktop to online.Should I Convert QuickBooks Desktop to Online?
In QuickBooks Desktop, log in as an admin to the company file you need to import. Go to the Company menu, then select Export Company File to QuickBooks Online. For a PC copy, click Company and select Export Company File to QuickBooks Online. · For a Mac, click File>Export and select To QuickBooks Online.
– Migrating from quickbooks desktop to online
If this is the case, select Skip for now in the bottom right of the screen. Note that you cannot go back and map your pay types if you select Skip for now.
You’ll have to manually create pay types for your employees to complete the payroll setup. While you can’t transfer your existing Payments account to QuickBooks Online, you can create a new one. Follow these steps to enable Payments in QuickBooks Online:.
Review our article to learn more about signing up for QuickBooks Payments. Make sure that any users you want to add in QuickBooks Online have the proper access. You can view your current users by selecting the Settings gear icon menu, then Manage users. After you complete these steps, your new user receives an email from QuickBooks. Ask them to follow the link in the email, which will take them to a sign in or account creation page.
You can invite up to two accountants to work with you in your QuickBooks Online company. To invite an accountant, follow these steps:. But there are some issues you may encounter during or after conversion. If you have trouble importing your company file from QuickBooks Desktop for Windows into QuickBooks Online, you can easily resolve this issue by rebuilding the data file and restarting the export process.
If QuickBooks reports a problem, continue to Step 2: Rebuild your company data to repair problems , below. If you used journal entries to apply payments to invoices, the links between journal entry credits and invoices break once imported. This causes the customer balances to be off. To resolve, turn on auto-credits in QuickBooks Online:.
You can record the payments by matching the journal entry credits to existing invoices. Do this on a customer-by-customer basis. Issue: Invoices or sales transactions were converted to journal entries after importing to QuickBooks Online. This can happen if you have flat rates 0. To keep your sales transactions from importing as journal entries, edit the sales tax item rates category. If you have multiple items with flat sales tax rates in them, edit all the item rates to import all your transactions properly.
Need a little more help navigating QuickBooks Online? In the video below, we show you how to get around and where you can find the most commonly-used functions:. Or, watch short videos on a variety of topics for tips and tricks and step-by-step guides through the process of using QuickBooks Online. Speed up your navigation by learning the keyboard shortcuts for QuickBooks Online.
Completely stuck? QuickBooksHelp Intuit. Decide whether you should migrate to QuickBooks Online QuickBooks Online and QuickBooks Desktop are both powerful tools, but there are some things to consider to help you determine if your company is a good candidate for migration. Prepare for migration There are a few steps to take before you start the conversion process to ensure your information migrates properly.
Go to the File menu and select Create Backup Then select Local backup. In the window, select Local Backup and then Next. In the Local Backup Only section, select Browse , then select where you want to save your backup company file. Set the number of backups you want to keep – this is optional. A test runs to ensure your backup file is correct before you save.
If you encounter any issues, see our Troubleshooting section. Select Save it now and Next. A confirmation message displays when the backup completes. Select Update Now. Select Get Updates , then Close. Select File , then Exit. Restart QuickBooks Desktop. If you have payroll, run it now. Select Sales Tax Liability. From the Dates dropdown, select All. Choose the folder you want to save it in, name the file, and select Save.
Export your reports and lists Note: Exporting your reports and lists is optional, and generally only needs to be done if your company has in excess of , targets.
Otherwise, you can skip to Create a QuickBooks Online account. Find and open any report. Select the desired date range from the Dates dropdown menu. Select Excel on the toolbar. From the Excel dropdown, select Create New Worksheet to create a new Excel workbook or to update an existing workbook with the data in the open report, select Update Existing Worksheet.
Select Export and locate the workbook on your computer. If you want to format the data a specific way, select Advanced – this is optional. If you see a message that says your report has too many columns, select Advanced. Select and uncheck the Space between columns checkbox, then select OK.
Select Get started. Click Select destination , then sign in to your QuickBooks Online account. If you track inventory in QuickBooks Desktop: Select Yes to bring them over, then specify the starting date.
Select No if you want to set up new items later in QuickBooks Online. Select the Complete your setup button in the email. Sign in to your QuickBooks Online account. Choose the company file you want to open. The QuickBooks Online dashboard opens.
Select Sales. Select Save and then Done. You can change these settings later, but if you do, you will need to set up new inventory items.
We recommend that you reach out to a tax professional if you need help to make this decision. What to do after you migrate Want a guided tour through the post-migration process? Rebuilding your company data If you have trouble importing your company file from QuickBooks Desktop for Windows into QuickBooks Online, you can easily resolve this issue by rebuilding the data file and restarting the export process.
Select File, then Utilities, then select Verify Data. Mark has researched and reviewed accounting software at Fit Small Business since and has developed an extensive knowledge of accounting software features and how unique business needs determine the best accounting software.
This article is part of a larger series on Accounting Software. Converting from QuickBooks Desktop to Online is quick and easy most of the time, and if you get stuck, you can contact QuickBooks support for free.
Get QuickBooks Online. If 60 days have passed, you can cancel your current subscription and set up a new QuickBooks Online company. Multiple companies can be set up under the same email address. Watch the tutorial video below or read the step-by-step instructions that follow.
QuickBooks Desktop is usually faster for experienced bookkeepers, has more options available for dealing with inventory, and can report estimated versus actual job costs. Most information from QuickBooks Desktop will transfer automatically to QuickBooks Online, although some features in Online are named differently and might not work exactly the same.
QuickBooks provides a list of Desktop features and a description of how those features will transfer to QuickBooks Online. Once your QuickBooks Desktop file and press F2 to determine the total target count. If your file exceeds the maximum , targets, you can try to reduce the targets by condensing your QuickBooks file. Product information screen in QuickBooks Desktop. Make sure to reconcile all bank accounts, process payroll, and adjust inventory before getting started.
You can make a backup of the data file by going to File , then Back Up Company , and then clicking on Create Local Backup , as shown below:. Creating a backup company file in QuickBooks Desktop. Tip: QuickBooks recommends your company file be located on a local drive before converting to QuickBooks Online. If you normally access the company file from a network drive, restore the backup file you just created onto your local drive and use that file for your QuickBooks Online conversion.
Step 3. Visit QuickBooks Online and subscribe to your preferred version of QuickBooks Online prior to starting the conversion process. Setting up your QuickBooks Online account. Select Update QuickBooks from the Help menu and follow the instructions.
Once the update is complete, export the company file as shown above. You may need to close and reopen QuickBooks Desktop for the update to take effect. Tip: QuickBooks stops supporting desktop programs after three years, so you may not be able to update older programs. One workaround is to get a free day trial subscription to the latest QuickBooks Desktop Pro.
You should be able to export your company file to QuickBooks Online after you open it in the new program. Step 5. Preparing to move your data to QuickBooks Online. If you currently track inventory, QuickBooks will ask whether or not you want to import inventory into QuickBooks Online.
If you say yes to this, your inventory will be recalculated in QuickBooks Online using the first in first out FIFO inventory method from the start date provided. Identify whether or not to import inventory to QuickBooks Online.
For that reason, we recommend consulting a tax professional before bringing over your inventory to QuickBooks Online. Since you already set up a QuickBooks Online account, select Yes, sign me in :.
After selecting Yes, sign me in , a log-in screen for your QuickBooks Online account will appear on your QuickBooks Desktop account, as shown below:. When signing into your QuickBooks Online account through QuickBooks Desktop, there will be a prompt to verify your identity.
Check your phone or email and then enter the code to proceed:. Identity verification in QuickBooks Desktop. After successfully logging in to your QuickBooks Account, select the QuickBooks Online company that you want the data to import to from the drop-down list. If you have multiple companies, be careful to select the correct one, as the conversion will replace any existing data.
After you select your company, QuickBooks will work for a few minutes and then give you a confirmation screen similar to this:. QuickBooks data file transfer confirmation. QuickBooks emails you when your QuickBooks Online company is ready, but this could take several hours for a large file. Once you receive an email similar to the one below, click on the Complete your setup button to log in to QuickBooks Online and review your data:.
Tip: Exporting lists from Desktop and importing them into Online is only necessary if you were unable to convert your Desktop file using the seven steps above. For instance, this may happen if you have over , targets or your desktop file is corrupt. An alternative to converting your Desktop file to an Online company is to export important lists from your QuickBooks Desktop company and import them into your QuickBooks Online company.
This will transfer your chart of accounts, customers, vendors, products, and services. First, export the lists from Desktop as an Excel spreadsheet. Second, import the Excel spreadsheet into your QuickBooks Online company. By exporting the following lists from QuickBooks Desktop to Excel, you can save hours of data entry in your new QuickBooks Online company:.
Tip: When importing Excel workbooks, QuickBooks Online only imports the first worksheet within a workbook.