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Conversion check list for converting your files into QuickBooks Online

by Intuit Updated 4 weeks ago

Before you submit your conversion

There are a few tasks you should perform to ensure your legacy file is in as clean a state as possible prior to converting it to QuickBooks Online.

Note: If you are converting your file from QuickBooks Desktop to QuickBooks Online, it's best to complete these steps in QuickBooks Desktop before you start the conversion process.

  • Quotes: Close or finalize
  • Purchase orders: Close or finalize
  • Unbilled activity: Delete or finalize
  • Delete any accounts that were never used in the Chart of Accounts. They may be set to inactive status now, but they should also be deleted.
  • Run a Payroll report for dates of current compliance (month to date) if converting mid reporting period
  • Print off full employee info details and current leave balances
  • Print off year-to-date (YTD) balances for Gross wages, PAYG W, and Superannuation by employee
  • Archive reports run on Accruals Basis, all dates
    • Trial Balance
    • Balance Sheet
    • Profit & Loss Report
    • Accounts Receivable Aging (& Detail)
    • Accounts Payable Aging (& Detail)
    • General Ledger (Optional but recommended)

New QuickBooks file setup

Preliminaries  - New QBO file setup

  • Create a new Company file from global.intuit.com and select your region.
  • Sign up for a product that best fits your business (Plus, Essentials, etc).
  • Follow the welcome interview process to get your account setup.
  • Contact support to allow us to gather your information so we can migrate the data for you.

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