The process of moving data from one system to another is referred to as migration. When it comes to QuickBooks, migration usually means transferring your financial information, including company files, transactions, and preferences, from QuickBooks Desktop to QuickBooks Online. Data migration from QuickBooks Desktop to QuickBooks Online can be a difficult undertaking for many business owners.
Additionally, to migrate QuickBooks Desktop to Online provides advantages such as streamlined accounting processes, real-time collaboration, and accessibility from any location. Large company files are typically complex, containing extensive histories, large inventories, and substantial overall file sizes. Due to their complexity, a large company file may not be ideal for migration for QuickBooks Enterprise users. This doesn't necessarily imply that you cannot migrate to QuickBooks Online. It may simply indicate that the size of your company file might require additional setup in QuickBooks Online. This section will walk you through the steps of exporting a QuickBooks Desktop Company file and importing it into QBO. Keep reading to learn how to transfer from QuickBooks Desktop to QuickBooks Online.
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Why is it important to Migrate QuickBooks Desktop Online?
Migrating from QuickBooks Desktop to QuickBooks Online offers several key advantages that can significantly benefit your business.
Accessibility: QuickBooks Online allows you to access your financial data from anywhere, at any time, as long as you have an internet connection. This level of accessibility is particularly useful for businesses with multiple locations or remote employees.
Real-time Collaboration: QuickBooks Online enables real-time collaboration with your accountant, bookkeeper, or team members. Multiple users can work on the same file simultaneously, improving efficiency and reducing the risk of errors.
Automatic Updates and Backups: QuickBooks Online automatically updates to the latest version, ensuring that you always have access to the newest features and improvements.
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Steps for Migrating QB Desktop to Online
Below are the steps to move the QuickBooks Desktop company file and import it into QuickBooks Online, even if the QuickBooks Migration tool not working:
Step 1: Configure your desktop file
Getting your desktop file ready is the first step in moving QuickBooks Desktop to Online. It is important to remember that:
The only time you can move a company file after registering for QuickBooks online is within 60 days.
Due to feature changes, some of your lists and reports won't be converted.
In QuickBooks online, the company file is already configured for payroll.
Here, you must follow the instructions listed below:
Verify that the QuickBooks is current.
Verify that the company file is not too large for export.
Step 2: Import the desktop file into QuickBooks Online.
QuickBooks Premier or Pro Desktop
To begin, sign in to the company file you need to import as the administrator.
Additionally, select Export company file to QuickBooks online from the Company menu.
Select the Start your export option.
If you track inventory in QuickBooks Desktop, choose YES to import the items and specify the as-of-date. Otherwise, choose NO to set up new items later in QuickBooks Online.
Select the QuickBooks Online company you want to replace with the company file from the drop-down menu.
Click Continue.
Check the box to agree and select Replace.
Confirm by selecting YES, go ahead and replace the data, and then click Replace.
That covers everything you need to migrate QuickBooks Desktop to Online. If you have any questions, please contact us at 1-855-856-0042. Our team of experts is available 24/7 to provide the best QuickBooks Desktop support services. Never be afraid to give us a call if you need help!
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