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Can i import quickbooks desktop to online |
Can i import quickbooks desktop to online. Migrating from QuickBooks Desktop to QuickBooks Online
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. After exporting Excel workbooks from QuickBooks Desktop, be sure your data is in the first worksheet, or tab, at the bottom of the Excel screen.
First Excel worksheet will import into QuickBooks Online. Navigate to your chart of accounts by clicking on Company from the top menu bar and then selecting Chart of Accounts:. Display a list of your accounts by clicking on Reports at the bottom of the screen and selecting Account Listing :. Export the Account Listing report as an Excel spreadsheet by selecting Excel , then Create New Worksheet , and following the prompts to save the worksheet to your computer:.
Make a note of where you saved the spreadsheet so you can import it into QuickBooks Online later. Navigate to the Customer Center by selecting Customers from the top menu bar and then clicking on Customer Center :. Follow the prompts to save the new worksheet on your computer so you can import it into your QuickBooks Online company later.
Navigate to the Vendor Center by clicking on Vendors in the top menu bar and selecting Vendor Center :. Follow the on-screen prompts to save the worksheet so you can import it into QuickBooks Online Later. Go to the Item List screen by selecting Customers from the top menu bar and then clicking on Item List :. QuickBooks Online will only import the item types Inventory Part, Non-inventory Part, and Service because other item types are part of workflows that differ slightly between Desktop and Online.
Open the Excel workbook you created in the prior step and delete all line entries for items other than the three that will be imported into QuickBooks Online. To do that:. We also suggest backing up all of the information that you plan to convert. That provides you some options in case you want to go back and restart the conversion or something interrupts your process.
Specify where you want to save your data, and follow other prompts before saving your data. For more detailed instructions, follow this video tutorial from QuickBooks support. Did you know that you can also convert data from other programs to QuickBooks Online? They have built-in converter tools for several programs. If you need advice on how to use QBO to manage business processes and clients, just reach out to our experts at Your email address will not be published. You need to check the number of targets used in your desktop edition prior to migration.
The total targets are located on the left side of the screen. In order to convert QuickBooks Desktop files to QuickBooks Online, your total number of targets must be , or less. If the total number of targets displayed is more than ,, you have a couple of options. First, you can attempt to condense the number of targets, which will remove all closed targets, which helps to reduce the total number of targets.
Just visit the QuickBooks Online page to see the list of plans available and sign up for the plan that best suits your needs. The process will be different depending on the QuickBooks Desktop version you are using. Finally, click on the Start your Export option. The screen above will be displayed once the migration process starts.
However, keep in mind that if you currently use advanced reporting and advanced inventory, you will not be able to convert your current data to QuickBooks Online.
These lists include:. Be sure to check the following reports:. If you pay sales tax, you should also configure your sales tax information as well. Connect bank and credit card accounts: For security purposes, banking and credit card information is not transferred over to your new QuickBooks Online account. In order to have transactions automatically imported from your bank accounts and credit card statements, be sure to set up this feature prior to going live with the system.
A few other things you will need to address will be to update bank reconciliations to ensure that they are up to date with current transactions processed.
It should be possible to complete this by yourself, but if you are not comfortable proceeding with these steps you can contact the QuickBooks support team or your ProAdvisor for help. We know that you probably have a ton of questions about QuickBooks Desktop, QuickBooks Online, and the entire migration process. As of today, Intuit does not plan to stop selling QuickBooks Desktop. In fact, their edition of the application offers multiple purchasing options, allowing you to purchase a license outright or subscribe to the application with an annual renewal.
But for those currently using QuickBooks Enterprise, the move could be counterintuitive. In many cases yes, but there are some features available in QuickBooks Desktop, particularly the Enterprise edition that are not available in QuickBooks Online. That would depend on your level of comfort on your computer. However, Intuit does offer step-by-step instructions for handling the entire process, so chances are you would be completely fine doing the migration yourself. There are two major benefits of migrating to QuickBooks Online.
There is a Getting Started with QuickBooks Online training guide available that can help you through the entire process from initial product setup to how to customize invoices. While both QuickBooks Desktop and QuickBooks Online offer solid financial management capability, there advantages and disadvantages associated with each application.
Debates over Quickbooks Desktop vs. Quickbooks Online will continue as long as QuickBooks Desktop remains available.
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