– Export data from desktop to online quickbooks

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

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. This article is part of a larger series on Accounting Software.

Converting from QuickBooks Desktop to Online is quick and easy most of the time, and if you get stuck, you can contact QuickBooks support for free. Get QuickBooks Online. If 60 days have passed, you can cancel your current subscription and set up a new QuickBooks Online company.

Multiple companies can be set up under the same email address. Watch the tutorial video below or read the step-by-step instructions that follow. 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 :. Follow the prompts to save the new worksheet on your computer so you can import it into your QuickBooks Online company later.

Navigate to the Vendor Center by clicking on Vendors in the top menu bar and selecting Vendor Center :. Follow the on-screen prompts to save the worksheet so you can import it into QuickBooks Online Later. Go to the Item List screen by selecting Customers from the top menu bar and then clicking on Item List :. QuickBooks Online will only import the item types Inventory Part, Non-inventory Part, and Service because other item types are part of workflows that differ slightly between Desktop and Online.

Open the Excel workbook you created in the prior step and delete all line entries for items other than the three that will be imported into QuickBooks Online. Tip: Sort your Excel worksheet by the Type column to group your items by type and make deleting lines faster. The three lessons below will teach you how to import the worksheets you created above as well as how to input items manually into your QuickBooks Online company:.

Fit Small Business has also created a free QuickBooks Online course that includes 46 video tutorials and written step-by-step instructions. Be sure to check out a few of our video tutorials to learn the basics of using QuickBooks Online. Find Timothy On LinkedIn. He then taught tax and accounting to undergraduate and graduate students as an assistant professor at both the University of Nebraska-Omaha and Mississippi State University.

He most recently spent two years as the accountant at a commercial roofing company utilizing QuickBooks Desktop to compile financials, job cost, and run payroll. Find Mark On LinkedIn. Mark Calatrava is an accounting expert for Fit Small Business. He has covered more than 50 accounting software for small businesses and niche industries and has developed an in-depth knowledge of the important features of accounting software and how the importance of these features vary by business.

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Learn More. Published April 11, Table of Contents. Step 1. Step 2. Step 4. Step 6. Step 7. Copy Data File 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. Display Account Listing. Export Account Listing.

Navigate to the Customer Center. Export Customer List. Navigate to the Vendor Center. Export Vendor List. Navigate to Item List.

Export All Items. Or, try it free for 30 days – no CC required. Visit QuickBooks No, thanks. Was this article helpful? Yes No.

 
 

Export data from desktop to online quickbooks.Move your QuickBooks Desktop file to QuickBooks Online

 

No need to start over again—just move your desktop file to a QuickBooks Online company. Check out all the benefits you get when you move to QuickBooks Online. If you\’re an accountant, learn how to set up your clients for success with their move to QuickBooks Online. To watch more how-to videos, visit our video section. Note : You have 60 days from the time you create your QuickBooks Online account to move your data.

Note: If the file exceeds the target limit , it can\’t be converted to QuickBooks Online. The only option is, you can only import lists and balances into QuickBooks Online or start fresh. Note: If you\’re QuickBooks version is or older, use the QuickBooks Desktop file restoration tool to upgrade your file. You can then move your data to QuickBooks Online.

Note: If you use advanced features such as advanced reporting and advanced inventory , we recommend starting fresh because some of your data won\’t move to QuickBooks Online. If you want to keep using these features in Enterprise, learn about cloud-enabled QuickBooks Desktop Enterprise.

With your company all set up, let\’s get you started with QuickBooks Online. For more resources, check out our Getting Started guide. Need to make changes or updates to your accounts or subscriptions? Visit the Account Management Page.

QuickBooksHelp Intuit. Watch or follow the steps to get it done:. Was this helpful? Yes No. You must sign in to vote, reply, or post. Sign in for the best experience Ask questions, get answers, and join our large community of QuickBooks users. Check your current version and release. Note: If you use an older version of QuickBooks Desktop or you don\’t have access to QuickBooks Desktop, install a trial version of QuickBooks and open your company file.

 

– Migrating from QuickBooks Desktop to QuickBooks Online with Intuit\’s internal tool

 
Sign in as an admin to the company file you need to import. · Go to Company, then select Export Company File to QuickBooks Online. · Select Start. Login to your client\’s QuickBooks Online account. · Go to the Gear Icon. · Choose Export Data. · Enter your reason why you\’re exporting your.

 
 

– How To Convert QuickBooks Desktop to Online in 7 Steps

 
 

Visit the Account Management Page. QuickBooksHelp Intuit. Watch or follow the steps to get it done:. Was this helpful? Yes No. 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 :. Follow the prompts to save the new worksheet on your computer so you can import it into your QuickBooks Online company later. Navigate to the Vendor Center by clicking on Vendors in the top menu bar and selecting Vendor Center :. Follow the on-screen prompts to save the worksheet so you can import it into QuickBooks Online Later.

Go to the Item List screen by selecting Customers from the top menu bar and then clicking on Item List :. QuickBooks Online will only import the item types Inventory Part, Non-inventory Part, and Service because other item types are part of workflows that differ slightly between Desktop and Online. Open the Excel workbook you created in the prior step and delete all line entries for items other than the three that will be imported into QuickBooks Online.

Tip: Sort your Excel worksheet by the Type column to group your items by type and make deleting lines faster. The three lessons below will teach you how to import the worksheets you created above as well as how to input items manually into your QuickBooks Online company:. 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:. You may need to make adjustment entries to sales tax filings after conversion. To be converted successfully, your QuickBooks file must not be over the target limit of , You can condense your file to reduce the total targets.

If you receive any errors while importing, you can fix errors when converting to QuickBooks Online. Don\’t see the option to export?

Update your QuickBooks Desktop. Here\’s how:. Start QuickBooks again and finish installing the updates when prompted. These updates may take 15 minutes or more to install, depending on when QuickBooks was last updated. Important: If the updates are not downloaded and installed completely, the export company link may not appear.