Migrate QuickBooks Desktop To Online: Completely Updated Guide

Do you want to migrate QuickBooks Desktop to Online to meet industry-specific requirements? If so, you must go through to find the stepwise guide to do so.

In recent times, the popularity of QB Online has increased, and many QB Desktop users want to shift all their data to QB Online to achieve a high degree of professionalism. The relevant term to denote the required process to shift QB Desktop data to QB Online is to switch QB Desktop to Online. The present blog illustrates all the steps that are needed to shift QB Desktop data to QB Online. If you're eager to know how to migrate your QuickBooks Desktop to Online, follow this article for a Brief guide:- Migrate QuickBooks Desktop to Online Via Recommended Tricks

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Fully Correct Procedure To Migrate QB Desktop Data To QuickBooks Online Application

The following steps need to be used in the correct order to migrate QB Desktop data to the QuickBooks Online application:

Step 1: Acquire all the latest QB Desktop updates & save the ‘Sales Tax Liability Report’ on the system

1. Firstly, you must properly launch the QB application window, after which you need to press the ‘F2’ key to bring up the 'Product Information’ window on the screen.
2. Note the version of QB Desktop, and if you do not possess the newest QB Desktop version, you must immediately download and install the latest QB Desktop edition.
3. Thereafter, you will jump to the ‘Reports’ menu present on the QB application window, following which you must tap the ‘Vendors & Payables’ icon.
4. Next, instantly select the ‘Sales Tax Liability’ tab and move forward to hit the ‘Dates’ menu so that you can eventually choose the ‘All’ option.
5. In a similar manner, you have to tap the ‘Print’ menu on the QB application window, after which you need to choose the ‘Save as PDF’ option.
6. After that, promptly select a folder to save the required ‘Sales Tax Liability Report’ file, and you need to assign a valid name to the newly generated file.
7. Now, the fresh file should be saved inside the designated folder by tapping the ‘Save’ button.

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Step 2: Seamlessly shift all the QB Desktop data to QB Online on your system

1. Correctly access QB Desktop with full admin access rights & choose the ‘Export your company file to QuickBooks Online’ tab displayed under the ‘Company’ menu.
2. After that, promptly open the QB Online company file using admin credentials and immediately choose a company file via the ‘Choose Online Company’ tab so that the same company file can be replaced with the QB Desktop company file.
3. Next, move forward by correctly hitting the ‘Continue’ button, and you will thereafter choose the ‘Yes’ option. Furthermore, you must also type the required date to shift the inventory details.
4. Thereafter, instantly type ‘Agree’ inside the required field & tap the ‘Replace’ button so that all the data is moved to QB Online.

Step 3: Operationalize all the additional services inside QB Online to finish the process

1. Here, in the last step, you will promptly connect the bank & credit card details to the QB Online account, and you will also create all the necessary invoices so that you can eventually finish all your tasks.

By using the valid steps outlined above, you will effortlessly succeed in accomplishing the ‘Migrate QuickBooks Desktop To Online’ process. For further analysis & guidance, dial +1.833.802.0002 to contact our QB Professionals Team.