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The QuickBooks Guide to Converting QuickBooks Desktop to QuickBooks Online

 compare_QBO_to_desktop.png

 

 

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. 


 

monitor_1.png Before You Start

 

 

import_data.png

 

The Conversion Process

  • Sign up for QuickBooks Online and create a Company File
  • Prepare your data in QuickBooks Desktop
  • Export your file from QuickBooks Desktop

 

CRM_1.png What's next after converting from QuickBooks Desktop 

 

 

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.

 

 

 

   For those switching from QuickBooks Mac or Desktop editions older than 2011, head to the appendix.   

 

 

 

Version history
Revision #:
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Last update:
yesterday
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Contributors
Comments
rameez KButt

Hello,

I want to know how to take a back up of Quickbooks online and how to restore that file in Quickbooks online.

rameez KButt

Hello,

 

I have few confusions regarding the closing of books and will explain with example.

 

Scenario 1

Suppose today is 1 January 2019

My first fiscal month is January

If I go in the settings and close the books at 31 Dec 2018. so all the expenses and revenue will be Zero and go to their respective accounts?

 

Scenario 2,

Suppose today is 25 Nov 2018

My first fiscal month is January

If I go in the settings and close the books by giving date 24 Nov 2018, so all the expenses and revenue will be Zero and go to their respective accounts?

or

will the balances be transferred automatically on 1st January 2019