As your business grows, your accounting needs will change, and you may consider moving QuickBooks Desktop files to QB Online. Migrating from QuickBooks Desktop to QuickBooks Online is an important step for businesses. This change can improve how you manage your finances. It also offers useful features that make work easier and more flexible. With QuickBooks Online, you can open your files anywhere. In this guide, we’ll outline the steps for a smooth migration. Whether you run a small business or work in a larger team, switching to QuickBooks Online can help you manage your finances more effectively.
It is always recommended that you should migrate the files under expert guidance. This not only makes the process easier but also ensures that you don’t get any errors during the transition. To contact a QuickBooks professional, dial this 1.855.738.2784 now.
Migrating QuickBooks Desktop To QBO
Moving your files to QuickBooks Online is very simple. But you must make a proper preparation to avoid issues like QuickBooks migration failed unexpectedly. Before moving the files, back up your data and update QuickBooks.
Step 1: Prepare Your Desktop File
Note: Once you’ve created your QBO account, you have only 60 days to transfer the files. Sign in and refresh the page to check your company file’s status.
Check File Size:
- For a successful transfer, your file should be under 750,000 targets. Press Ctrl+1 to check its size. If it’s very large, you can either import lists and balances or start fresh.
Prepare for Transfer:
Print your Sales Tax Liability Report to make adjustments later.
Go to Reports.
Select Vendors & Payables.
Select Sales Tax Liability.
Set the date range to All.
Access the Print menu.
Click Save as PDF.
Click Save.
Save the file to your chosen folder.
For QuickBooks Desktop Payroll Users:
- Deactivate employees who are no longer with you and haven't been paid this year. Before moving your data, wait 2-3 days after running payroll. It ensures that all information is available. After that, you can transfer the data before the next payroll.
Read More: How to Fix Windows firewall Is Blocking QuickBooks
Step 2: Transfer Desktop Files From To QBO
Access the Online Tool
Open the online tool.
Access it from the Intuit website.
Click Get Started.
Sign in with your Intuit Account.
Upload Your Company File
Select "Select File."
Browse to the file you wish to transfer.
(Note: You can upload only one file.)
Click Open to upload the file.
You can drag and drop to upload the file.
After uploading, your file will update to the latest QuickBooks Desktop version, and you'll see an option to move to QuickBooks Online.
Follow the on-screen instructions.
Complete the transfer process.
Move your files to QuickBooks Online.
Step 3: Set Up QuickBooks Online
Link your bank or credit card account to QB Online.
Create and send invoices to customers.
Set up location-based sales tax if you track it.
Track and pay bills in QuickBooks Online.
Conclusion
We hope the above steps helped you in moving QuickBooks Desktop files to QB Online easily. If you need help from experts, feel free to get in touch with our QB technical team at 1.855.738.2784.
Recommended To Read: How To Resolve QBCFMonitorService Not Running On This Computer