How to import data from desktop to online - How your books move from QuickBooks Desktop to QuickBooks Online

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Migrating from quickbooks desktop to online. Moving from QuickBooks Desktop 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. 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. 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. Click here to schedule a call today. Customers must initiate a setup meeting by July 31, The personalized setup offer is eligible to Desktop customers that are migrating their data, as well as those customers who elect not to migrate their data, who are starting new QuickBooks Online accounts, and setting up QuickBooks Online.

Personalized setup is limited to a 1-hour session with a customer success product expert. Intuit reserves the right to limit the number of sessions and the length and scope of each session.

 

Move your QuickBooks Desktop file to QuickBooks Online - Is it possible to convert QuickBooks Desktop to Online?

 

This brings us to import data from QuickBooks Desktop to online. Here are some key differences:. Add-ons : One of the differences is that there are s of cloud-based applications available and more being developed all the time for QuickBooks Online. Security: With QuickBooks Online, your data will be hosted on high-grade servers in protected environments instead of on your local network or drives.

More users: QuickBooks Online allows you to sign up as many as five users, whereas QuickBooks Desktop allows only one user. Easy Access: With a QuickBooks Online account, you have your data at your fingertips wherever you go, eliminating the need for you to cut-short your holiday or rush to the office computer when need be.

It also works with any PC, Mac, smartphone, or tablet. The list goes on, but by now you get the picture when it comes to the importance of QuickBooks data migration.

Most of the time, the conversion process is quick and easy. Finally, you will receive a confirmation email notifying you that the data was converted. You also need to reconcile all bank accounts, process payroll, and adjust inventory before getting started. Go through the list of options to select the appropriate plan, and review the system requirements before you start.

Do this to make sure you have what you need for the best QuickBooks Online experience. Before the QuickBooks migration process begins, make sure your QuickBooks is up-to-date. Then follow these steps:. If it exceeds, send your file to the QuickBooks Data Migration team so they can help convert your file.

Then, click the box indicating that you want to bring in your data from QuickBooks Desktop. Click on the gear icon and select Sign Out. After selecting the data that needs to be migrated from QuickBooks Desktop to an online program will verify whether the company is ready for the export. It will then ask you to sign in using your QuickBooks Online email and password so keep it handy. QuickBooks Desktop decides the cost of inventory using the average cost method.

Whereas QuickBooks Online uses the first-in, first-out FIFO inventory method, this may have a significant impact on the book value of your inventory. You can import your inventory later via an Excel spreadsheet. Select the QuickBooks Online company that you want, from the drop-down list.

If you have multiple companies, take a close look to ensure that you select the correct one as the migration will replace any existing data. After you select your company, QuickBooks will take a few minutes and then bring you to a confirmation screen.

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?

   

 

Migrating from quickbooks desktop to online

   

We know that migrating clients to QuickBooks Online has historically been challenging, even for the most tech-savvy individuals. If your clients need assistance with migration and your firm does not offer this service, we are able to help your client with Free Personalized Setup.

The team will help guide your clients through comparing specific reports from QuickBooks Desktop to QuickBooks Online to ensure accuracy of data migration. If you have concerns migrating your QuickBooks Desktop data or if you have had challenges in the past, this service is for you! Boost your confidence knowing we will be there to help support first-time use and ongoing migration challenges.

To help you discuss a move to QuickBooks Online with your clients, here is a video testimonial by an adventure business in Cape Cod. We know the best time to start with QuickBooks Online is in the new year. The QuickBooks Online Migration Toolkit is designed to help you support your clients through this transition, and to ensure you have one destination for all the resources that will make your job easier. This toolkit will be released next month to help you identify clients who are right for QuickBooks Online, make the business case, prepare files for migration, and get them up and running.

Click here to schedule a call today. Customers must initiate a setup meeting by July 31, The personalized setup offer is eligible to Desktop customers that are migrating their data, as well as those customers who elect not to migrate their data, who are starting new QuickBooks Online accounts, and setting up QuickBooks Online. Personalized setup is limited to a 1-hour session with a customer success product expert.

Intuit reserves the right to limit the number of sessions and the length and scope of each session. Terms and conditions, features, support, pricing, and service options subject to change without notice. Customers must initiate migration by July 31, The offer is eligible to Desktop customers that are migrating their Desktop data to QuickBooks Online.

Assisted migration is limited to a 1-hour session with a customer success product expert. Results may vary based on business complexity and file size. Free personalized setup If your clients need assistance with migration and your firm does not offer this service, we are able to help your client with Free Personalized Setup. This article is authored by the Intuit Firm of the Future team. For more information, visit www.