Move QuickBooks Desktop Data to Online: Steps to Perform

Switching from a desktop to an online environment can be scary, especially if data continuity and integrity are essential. In this video, we'll walk you through the steps required to ensure the migration runs as quickly and successfully as possible. You'll discover how to prepare your desktop file, ensure that your version of QuickBooks is current, and move QuickBooks Desktop data to Online.

This blog covers essential information, such as file size restrictions. With the help of this thorough guide, you can smoothly switch from QuickBooks Desktop Pro, Premier, Enterprise, or Mac to QuickBooks Online, enabling you to transfer your data without any issues.

Benefits of Moving QB Data to Online

Here are a few advantages of moving QB Data Online.

1. QuickBooks Online simplifies the setup and transfer process with features like free assisted migration, free tailored setup, and annual subscription options.
2. After transferring data using the QuickBooks migration tool, you can also classify transactions, run reports, and send invoices straight from your tablet or smartphone.
3. Your data is automatically and redundantly backed up from top-tier servers that follow the most recent security measures.
4. The platform offers smooth, real-time updates to ensure you're always running the most recent version.

Steps For Moving QuickBooks Data to Online

Here are the steps you need to follow while moving QuickBooks data Online.

Step 1: Prepare Your Desktop File

1. After creating your QuickBooks Online account, you have 60 days to transmit your data.
2. Log in to QuickBooks Online and refresh the page for personalized information to find out how old your company is.
3. Press F2 (or Ctrl + 1) in QuickBooks to bring up the Product Information box.
4. Check the release and version you are using.
5. For optimal results, utilize QuickBooks versions 2019 R17, 2020 R15, 2021 R10, or 2022 R5 or above.
6. Make sure the file for your company isn't too big to export. The total of the targets must be less than 750,000.

Step 2: Move QB Data

QuickBooks Desktop Pro or Premier

1. As an administrator, log in.
2. Choose Export Your Company File to QuickBooks Online from the Company menu.
3. To begin, click Get Started.
4. Access your QuickBooks Online account by logging in as an admin.
5. After selecting Choose Online Company, select the business that your desktop file should replace.
6. Press the Next button.
7. To track inventory, follow these steps if you use QuickBooks desktop.
8. To bring over inventory, select Yes, then enter the as-of-date (the first day following your most recent tax filing period).
9. Select No if you would instead create new inventory items in QuickBooks Online later.
10. Type Agree in the text area, then click Replace.
11. Click Yes to confirm, then click Replace to replace the data.

QuickBooks Desktop Enterprise

1. To migrate a desktop company file, login as an administrator.
2. To view the Product Information window, press Ctrl + 1.
3. To open the export window, press Ctrl + B + Q, click OK, and then select Get Started.
4. Access your QuickBooks Online account by logging in as an admin.
5. Click Continue after selecting Select Online Company and selecting the business you wish to replace with your desktop file.

To track inventory, follow these steps if you use QuickBooks desktop.

1. To bring over inventory, choose Yes, and then enter the as-of date (use the day following your most recent tax filing period).
2. Select No if you would instead create new inventory items in QuickBooks Online later.
3. Select Replace after entering Agree in the text area.

Smooth access, improved security, and real-time updates are guaranteed when QuickBooks data is migrated to the online platform. By following these steps, businesses may quickly move QuickBooks Desktop data to Online and benefit from its rich features and flexibility.