– Transfer from QuickBooks Desktop to QuickBooks Online | Housecall Pro Help Center

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

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.

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 :. Make sure you are migrating your data file in the same version e. Otherwise you will need additional conversion service.

Thanks for reaching out to the QuickBooks Community. Sounds like you may be using QuickBooks Desktop Enterprise. While you may not see the, Export Company File option in there, I can still help.

All you have to do is follow the steps below:. Then you’re good to go! Please make sure to view the import limitations , to make sure everything looks ok. If you have any other questions or have any issues please let me know.

I’m only a reply away! Those paychecks from QBDT will transfer as regular checks. QBO imports the current year’s paycheck information as lump sums. If not, you’ll have to enter past year-to-date payroll info for each employee.

The date of birth, gender, Social Security Number, Direct deposit account numbers, Bank names, and Routing numbers will convert. For your payroll items, transactions and payroll accounts convert.

Liability refunds, adjustment transactions, and opening balance transactions that affect accounts convert to journal entries. Employee pay schedules and items convert. Let me know if you still have further questions about your data. I’m always here to answer them for you. Take care and have a great rest of the day! Can you import desktop data without replacing the online data? To get started with QBO, you may review the topics from our help articles.

Here’s the link: Help articles, video tutorials, and more. Let me know if you have any other questions about the process. I’m more than happy to help. Have a good one! By clicking “Continue”, you will leave the community and be taken to that site instead. Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions.

Showing results for. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. Level 1. Transfer Data from Desktop to online.

Labels: QuickBooks Online. Reply Join the conversation.

 
 

 

Import data from quickbooks desktop to online –

 
5/12/ · Step 1: Verify your company data. Select Window, then Close All to close all open QuickBooks windows (reports, transactions, and so on). Go to File, select Utilities, then select . 6/5/ · Pending Sales: QuickBooks Online currently doesn’t have a way to mark a sale as “Pending.”. Pending transactions from the Desktop data file are NOT converted to . QuickBooks®: Official Site | Smart Tools. Better Business.

 
 

Migrating from QuickBooks Desktop to QuickBooks Online – SaasAnt Blog

 
 

I recommend checking out the import limitations so that you can make sure everything is in order before starting the export. Use the Reply button below if you have any other questions for me, I’ll be here.

Have an awesome rest of your day! Make sure you are migrating your data file in the same version e. Otherwise you will need additional conversion service. Thanks for reaching out to the QuickBooks Community. Sounds like you may be using QuickBooks Desktop Enterprise. While you may not see the, Export Company File option in there, I can still help.

All you have to do is follow the steps below:. Then you’re good to go! Please make sure to view the import limitations , to make sure everything looks ok. If you have any other questions or have any issues please let me know.

I’m only a reply away! Those paychecks from QBDT will transfer as regular checks. QBO imports the current year’s paycheck information as lump sums. If not, you’ll have to enter past year-to-date payroll info for each employee. The date of birth, gender, Social Security Number, Direct deposit account numbers, Bank names, and Routing numbers will convert. For your payroll items, transactions and payroll accounts convert. Liability refunds, adjustment transactions, and opening balance transactions that affect accounts convert to journal entries.

Employee pay schedules and items convert. Visit the Account Management Page. QuickBooksHelp Intuit. The 4 steps to rebuilding your data file and restarting the export process Step 1: Verify your company data. Step 2: Rebuild your company data to repair problems.

Step 3: Verify your rebuilt company data. Step 4: Start the export process again. Import and export invoice and other form templates. Import and export IIFs. Import bank transactions with Web Connect files. Send journal entries back and forth with your accountant. Export your file for your accountant and import accountant changes. Click Next. Choose Local backup , and then click Next.

Select the file location of your back up copy. Click OK until Finish. Don’t hesitate to click the Reply button if you have further questions. Level 1. Here’s how to export the file: Restore the backup copy.

Click the Company menu. Select Start your export. Sign in as an admin to your QuickBooks Online company. Follow the next on-screen instructions. Level Payroll Expenses drop down menu option in Projects not working as expected. Migrating from QuickBooks Pro to Quickbooks Re: I have simple start free edition on my computer.