The QuickBooks Guide to Converting QuickBooks Desktop to QuickBooks Online
This guide is for anyone converting from QuickBooks Desktop (Pro or Premier) to QuickBooks Online. Each section offers step-by-step guidance and includes visuals, tips and hyperlinks to important resources. Start your conversion from the "Before you Start" section or use the links below to jump to specific points in the conversion process if you've already started.
You can also download the complete QuickBooks Guide to Converting QuickBooks Desktop to QuickBooks Online from the right-hand column.
If you want the Quick Conversion Reference instead, follow the link.
- Should I convert from QuickBooks Desktop to QuickBooks Online?
- Compare versions to make sure the fit is right for you!
- Time constraints, character limits, file size and other things to look at before starting the process.
- Sign up for QuickBooks Online and create a Company File
- Prepare your data in QuickBooks Desktop
- Export your file from QuickBooks Desktop
What's next after converting from QuickBooks Desktop
- Check your data after converting from QuickBooks Desktop
- What else do I have to do? (Inventory accounting change, payroll)
- What’s different in QuickBooks Online? Changes to your workflow compared to QuickBooks Desktop
- Appendix
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Are you a QuickBooks Desktop Enterprise user? Do you have a complex inventory? We generally encourage Enterprise users to stay with their Enterprise software if you need its advanced features. If you need the online functionality of QBO, qualified Intuit Hosting Services can link multiple devices to your Enterprise software.
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For those switching from QuickBooks Mac or Desktop editions older than 2011, head to the appendix.
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