Expertise on Convert QuickBooks Desktop to QuickBooks Online

Greetings and bonjour! In this article, our topic of discussion will focus on how to convert QuickBooks Desktop to QuickBooks Online. Our readers are familiar with the various QuickBooks versions, but as the title of the article suggests we will be taking only two versions they are QuickBooks Desktop and QuickBooks Online. We will try to find the path for migrating/converting from one version to another.

Please read the whole article to find out.

Foreword of the conversion of QuickBooks:

QuickBooks a software whereby users can best if they update and upgrade its various versions.  There are many QuickBooks versions, we will consider only QuickBooks Desktop and QuickBooks Online. While migrating/converting from one version to another or the problems in between or with it, this is also a matter of concern. Additionally, the benefits of the newer version.

Migrate QuickBooks Desktop to QuickBooks Online

Before preparing to migrate from QuickBooks Desktop to QuickBooks Online, the first and foremost thing to do is to check the file size. If it has crossed the bar of 350,000 targets, then the file needs to be compressed or condensed. If the bar has not been crossed then you can attempt these steps one by one:

  • Prepare your QuickBooks Desktop data for export to QuickBooks Online
  • Create a QuickBooks Online Account
  • Export company file to QuickBooks Online
  • Sign in to your QuickBooks Online account using the QB Desktop program
  • Select your company in QuickBooks Online
  • Copy data file

Now import the above data to QuickBooks Online.

Convert QuickBooks Desktop file to QuickBooks Online

Converting QuickBooks Desktop file to QuickBooks Online is an easier task because of the applications’ smooth user interface. Thinking of doing this, follow here:

  • Sign in as an admin to the importing company file
  • Head to the Company, then select Export Company File to QuickBooks Online
  • Select start your Export
  • Now, sign in as an admin to your QuickBooks Online company
  • Select choose online company and choose the QuickBooks Online company you want to replace with your initial company file
  • Select Continue
  • If you track Inventory in QuickBooks Desktop, then select Yes and put your date. If you don’t, then select No
  • Enter Agree in the text field. Then select Replace.
  • Select Yes, go ahead and replace the data; then select Replace.

Issues while converting QuickBooks Desktop to Online

While converting QuickBooks Desktop to Online seems comparatively easy, it is only so if we consider some of the problems have been terminated beforehand. What are those, they are here:

  • Cannot connect to database
  • The file is too big to export
  • Error with checking company import eligibility
  • Cannot export data
  • Export QBDT to QBO error

Convert QuickBooks Desktop file to QuickBooks Online

If the user wants to convert data from QB Desktop to QB Online, then attempt these concise methods:

  • Verify data: File-Utilities-Verify Data-Rebuild data (optional)
  • Save the company file in QuickBooks Online format: File-Utilities-Copy Company Files-Save the file (This will ensure a QuickBooks file with the extension OE.qbw)
  • Import QuickBooks Desktop file to QuickBooks Online(Company-More-Import QuickBooks Desktop Data-choose the file you want to import)

Once the importing data is complete, you will get a confirmation mail.

Can I convert QuickBooks Desktop to QuickBooks Online?

The answer is affirmative here. Your first and foremost action should be transferring the company file from QuickBooks Desktop and QuickBooks Online. The process for doing so is in rest of the article. Follow the same rule.

What happens when you switch from QuickBooks Desktop to QuickBooks Online?

Your switching of QuickBooks Desktop to QuickBooks Online will depend upon the file size.

The data already there in QuickBooks Desktop will remain intact. Only thing is data will be copied only to the QuickBooks Online. You can still access the data from where you have left. But there is an underlying condition that you can access the data only with an active subscription.

Prior steps to be taken before converting/migrating from QB Desktop to QB Online:

Users should create a backup of data file, before converting or migrating files from QuickBooks Desktop to QuickBooks Online, here’s how:

  • File
  • Backup Company
  • Create Local backup

Get your Desktop file ready for conversion/migration:

Prerequisite for the process of QuickBooks migration is that QuickBooks Desktop is up-to-date. Thereafter, stick to this guide.

If the Total Target is less than 350,000 (to check this, Ctrl+1 in keyboard) then you may follow these steps:

  • Get a printed copy of Sales Tax Liability report
  • Then search for the Report menu, select Suppliers and Payables and select Sales Tax Liability
  • Move to Dates, drop down menu; select All.
  • On the top, from Print drop down menu Select Save as PDF
  • Choose the folder you want to save it in, name the file and select Save.

After finishing the above steps, now you can migrate data QuickBooks Desktop to Online.

Convert your QuickBooks Desktop file to QuickBooks Online

In order to convert, visit QuickBooks Online, create a QuickBooks Online account and subscribe to your preferred version of QB Online.

  • Provide the basic company information
  • Log out of your QuickBooks Online Account: On this screen, enter your company’s name and description
  • Export company file to QuickBooks Online.
  • Sign in to the QuickBooks Online Account through the Desktop program: after selecting the data that needs to be migrated from QB Desktop an online program will verify whether the company is ready for export. Then it will ask you to sign in with your using your QB Online email and password
  • Choose whether you want to import inventory into QuickBooks Online: the calculation of cost of inventory is QB Online is different than QB Desktop. QB Online uses FIFO (First In, First Out). While importing from QBD to QBO you need to choose options.
  • Select your company in QuickBooks Online: select your company in QBO as migration will replace any existing data.
  • Copy Data File: after you select your company, QB will take few moments and a confirmation screen will appear. 

QuickBooks Data Conversion Services

If you want to move your accounting data from one QuickBooks version to another or even to another application, use the QuickBooks Conversion Tool to move your data automatically. Here’s how to download and use the tool.

  • Review the conversion requirements (system requirements i.e., processor, RAM)
  • Prepare for the conversion (file backup and save locally)
  • Setup your next application (for example: Sage 50)
  • Download the conversion tool
  • Convert your data
  • Review the conversion (launch QuickBooks; check if all the data is there or not)

Afterword

We hope that you like this article! Follow us for more such subject matters. Gives us a thumbs up!

Summary: This writeup explains how to convert/migrate from one QuickBooks version to another. There are some additional things that users need to pay attention.

Author: James Greene is a software enthusiast who writes in newspapers. He writes for blogs also.

Author
Ruth Mazur