Quickbooks transfer from desktop to online.Move your QuickBooks Desktop file to QuickBooks Online

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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. Access & manage your financial books from your computer or smartphones anytime you choose. Log in to your QuickBooks Desktop, then click Company and select Export Company File to Quickbooks Online. · Enter your QuickBooks Online log in.
 
 

Quickbooks transfer from desktop to online.Transfer from QuickBooks Desktop to QuickBooks Online

 

QuickBooks Online accounts are completely online and accessed with a web browser. The account and sign-in info are separate from QuickBooks Desktop. Intuit takes security very seriously and ensures your data is secure and available to you when it\’s in the cloud. The time needed to move your data to QuickBooks Online varies depending on the size of your company file. Make sure to keep QuickBooks Desktop running until the move is done. Nothing changes, we simply copy the data to QuickBooks Online.

Going forward, you\’ll input new data in QuickBooks Online. You\’ll still keep the QuickBooks Desktop company file with your data, but can only access this data with an active QuickBooks Desktop subscription. If you get an error while moving to QuickBooks Online, refer to these common errors and how to fix them. Here\’s how to run the reports and compare everything. If you forgot your QuickBooks Online sign-in, you can reset your sign-in information.

You can have multiple companies under your QuickBooks Online account. Here\’s how to add or create a new company. Any existing transactions on or after this date are also recalculated under FIFO. Because of this, we recommend choosing an inventory start date using the first day following your company\’s last tax filing period to avoid filing amended forms. Learn more about what you need to do after changing inventory methods. If you prefer not to use FIFO or turn on inventory in QuickBooks Online, select No, don\’t turn on inventory and don\’t track quantity on hand during the move.

You can change these settings later, but if you do, you\’ll need to set up new inventory items. We recommend that you reach out to your accountant if you need help with this decision.

Need to make changes or updates to your accounts or subscriptions? Visit the Account Management Page. QuickBooksHelp Intuit. 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.

 

Quickbooks transfer from desktop to online

 

Take a test drive! Try QuickBooks Online using our sample companies. To determine if QuickBooks Online offers the features and functionalities you need, review the limitations of converting from Desktop to Online. Follow the prompts to connect to QuickBooks Online. Note: If the sign-in window doesn\’t appear after closing Product Information, repeat steps If you have inventory in your file and are importing from QuickBooks Desktop or later, you will see this screen, otherwise skip to step 3.

Importing inventory? Simple Start and Essentials don\’t have inventory-tracking functionality. If you have extensive inventory, you can track your product items\’ quantity on hand in Plus or Advanced. Select the QuickBooks Online company you want to import your data into, or create a new one. Already created a QuickBooks Online company?

Don\’t create a new company. Just choose the one you created from the drop-down. Note that it can take up to 24 hours. 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? 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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How to import data from desktop to online – Step 1: Review some critical information before converting your file

 
 

Here\’s how to run the reports and compare everything. If you forgot your QuickBooks Online sign-in, you can reset your sign-in information. You can have multiple companies under your QuickBooks Online account. Here\’s how to add or create a new company. Any existing transactions on or after this date are also recalculated under FIFO.

Because of this, we recommend choosing an inventory start date using the first day following your company\’s last tax filing period to avoid filing amended forms. Learn more about what you need to do after changing inventory methods. If you prefer not to use FIFO or turn on inventory in QuickBooks Online, select No, don\’t turn on inventory and don\’t track quantity on hand during the move. You can change these settings later, but if you do, you\’ll need to set up new inventory items.

We recommend that you reach out to your accountant if you need help with this decision. Need to make changes or updates to your accounts or subscriptions? Visit the Account Management Page. QuickBooksHelp Intuit. 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.