06/06/2024 às 10:13 QuickBooks Error

A Complete Guide to Migrate QuickBooks Desktop to Online

13
3min de leitura

Many QuickBooks Desktop users seek the flexibility to access their files from anywhere; well, it is the perfect time to migrate QuickBooks Desktop to Online. QuickBooks Desktop licenses you to easily export your company data to an original or existing QuickBooks Online account without changing your original file. This means your QuickBooks Desktop company information remains accessible even after the migration.

Transitioning from QuickBooks Desktop to QuickBooks Online offers numerous advantages but entails several steps. To assist you in this migration process, we've compiled comprehensive information on moving or converting QuickBooks Desktop files to QuickBooks Online. This blog gives clear, step-by-step directions for the conversion process and offers some handy tips along the way.

If exporting your QuickBooks data to the online version seems difficult, it is recommended that you connect with the QuickBooks support team for help. Dial 1-855-856-0042 and connect with QuickBooks ProAdviors now!

Advantages of Converting from Desktop to Online QuickBooks

  • As Intuit charges nothing for importing data to the online edition, converting QuickBooks Desktop to QuickBooks Online is also free.
  • You may easily compare reports from the previous year with the current one. 

Steps for Migrating from QuickBooks Desktop to QuickBooks Online

Ahead are the steps to follow if the QuickBooks migration failed unexpectedly in Windows 11, as well as the process for migrating from QuickBooks Desktop to QuickBooks Online.

Step 1: Make a backup of your corporate file

It's especially important to often backup your data in QuickBooks Desktop in order to prevent any possible data loss. But, because QuickBooks Online securely stores data on the cloud, it does not require manual backups. 

  • Go to the File menu and select Switch to Single-User Mode if you are presently in multi-user mode.
  • Now, go to the File menu and try to choose Create Backup.
  • Select Local Backup.
  • Select Local Backup from the menu and press Next.
  • Browse to select where you want to save your backup company file in the local backup.
  • Click OK to proceed.
  • Choose Save it Now and click Next.
  • When the backup is finished, a confirmation message will show up.

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Step 2: QB Desktop Update

As previously mentioned, it's important to verify if your QuickBooks is updated to the latest release. You can follow these steps to do so:

  • From the top File menu, click on Switch to Single-User Mode.
  • Go to the Help tab and then choose Update QuickBooks Desktop.
  • Choose Update Now.
  • Select Get Updates and click Close.
  • Now, Exit the window.
  • Restart QuickBooks.
  • If you have payroll, run it now.

Step 3: Delete Minsitere due Revenue (Companies outside Quebec only)

  • Select Suppliers and navigate to the Supplier Center.
  • Identify Minsitere due revenue.
  • Open the supplier.
  • Go to Sales Tax Settings.
  • Uncheck all the boxes.
  • Mark the supplier as inactive.
  • Finally, to close the window, click OK.

These steps should help you migrate QuickBooks Desktop to Online. If you encounter any issues, you can easily contact our QuickBooks helpline number to get prompt assistance from our accounting experts. Our QuickBooks Online support team is here round the clock to help you. Please dial our helpline at 1-855-856-0042.

You may read also : How to create W2 in QuickBooks Desktop?


06 Jun 2024

A Complete Guide to Migrate QuickBooks Desktop to Online

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