Migrating from quickbooks desktop to online

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

This walkthrough guides you through the process. 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.

The success of your migration depends on how complex your company file is. The company file is where all of the information about your business is stored, including inventory, employee information, customer lists, banking history, accounting records, and so on.

Large companies typically have complex company files with extensive histories, large inventories, and large overall file sizes. Read through this guide carefully to determine whether your company could still benefit from migrating. QuickBooks Enterprise does not support migration in Canada at this time.

Before you start the migration process, consider the features your company needs to run the business. Some of these differences are detailed in the chart below. If any of these present an issue for your company, you might not be a good candidate for migration at this time. When you switch from QuickBooks Desktop to QuickBooks Online, you can transfer much of the information from your company file without having to re-enter it manually. Information that will convert, with changes may be handled differently in QuickBooks Online than it was in QuickBooks Desktop and may need some adjustment after migration.

In addition, some features are only available in certain editions of QuickBooks Online. Compare the list of features in each edition to select the one that best suits your business. There are a few steps to take before you start the conversion process to ensure your information migrates properly.

Follow the steps below to make sure everything is ready to migrate. Backups can be run manually, as above, or automatically.

Review our article to learn about the different ways to back up your data. Ensure QuickBooks Desktop is up-to-date before you begin migration by following these steps to download and install the latest updates for QuickBooks Desktop:.

Next, check your number of Total Targets. Your number of Total Targets is displayed in the File Information section. If the Targets number is over , for Canada and over , for the UK and South Africa ZA then you are only eligible for a list and balances conversion, which can be done through our self-help articles. Save or print a copy of your Sales Tax Liability report. Follow these steps:. Exporting your lists before migrating saves you from having to set up the items from your lists one-by-one when you start using QuickBooks Online.

Follow these steps to export your reports and lists from a QuickBooks Desktop company:. Create your QuickBooks Online subscription so that you are ready for the migration process. Review the list of options to select the appropriate plan, and review our system requirements before you start to make sure you have what you need for the best QuickBooks Online experience. You can easily reset your QuickBooks Desktop password.

Follow the steps below depending on the edition of QuickBooks Desktop that you use. Each type of list requires a different step of steps. Choose a list below to view the steps for importing.

Any existing transactions on or after this date are also recalculated under FIFO. To add inventory products to QuickBooks Online, follow the steps in our article. Once you’re set up, it’s easy to track inventory in QuickBooks and add products to sales forms. QuickBooks updates the quantity on hand as you work so you don’t have to. Want a guided tour through the post-migration process?

In the interactive video below, we’ll walk you through the setup process step by step. There are still a few tasks you’ll need to perform before you start using QuickBooks Online. It’s best to complete these as soon as possible before you make any changes to the data or enter new transactions.

Compare the below reports in QuickBooks Online and in QuickBooks Desktop to ensure that your data was transferred correctly:. You’ll need to enter this information in your QuickBooks Online company by following the steps below. To connect your accounts in QuickBooks Online, follow these steps:.

Learn more about connecting bank and credit card accounts to QuickBooks Online. Since you have not yet performed a bank reconciliation in QuickBooks Online, it assumes that no bank transactions have been reconciled.

You need to tell QuickBooks to mark all transactions up to the conversion date as reconciled, so it only considers future transactions for reconciliation. You can easily link credits and payments to your open invoices by turning on the Automatically apply credits preference:. After conversion, QuickBooks Online keeps your sub-account hierarchy.

However, it also uses an additional level of account typing called a Detail type. Detail types allow you to be more specific with your account organization. The conversion process assigns detail types to accounts where the detail is obvious. You can correct this now. Transactions and payroll accounts are converted to balance your books, but the details behind the transactions such as payroll item breakdowns and employee year-to-date numbers, don’t convert. Liability refunds, adjustment transactions, and opening balance transactions that affect accounts convert to journal entries.

You may be asked to match your payroll items if your pay types from QuickBooks Desktop were not mapped with a standard QuickBooks Online pay type. Some pay types imported are not supported in QuickBooks Online Payroll. 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.

 
 

 

Migrating from quickbooks desktop to online.Should I Convert QuickBooks Desktop to Online?

 
QuickBooks Online will move your accounts and assign them detail types. You can change this later if you like. Note: Jobs move to QuickBooks Online as sub-customer of. If you track job . Apr 12,  · Make sure your company file isn’t too big to export.; Learn what does and doesn’t move to QuickBooks online.; Make sure QuickBooks is up-to-date.; To make sure your . Update your copy of QuickBooks Desktop to the latest version by clicking Help and selecting Update QuickBooks. Next, click the option to start the data migration: For a PC copy, click .

 
 

– Migrating from quickbooks desktop to online

 
 
Select the desired date range from the Dates dropdown menu. 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. In the interactive video below, we’ll walk you through the setup process step by step. Don’t see the option to export? 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:. This can happen if you have flat rates 0. Select the Complete your setup button in the email.