QuickBooks HelpQuickBooksHelpIntuit

Conversion check list for converting your files into QuickBooks Online

by Intuit Updated 4 weeks ago

Preliminaries - Prior to conversion submission

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 finalise
  • Purchase orders: Close or finalise
  • Unbilled activity: Delete or finalise
  • 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 Ageing (& Detail)
    • Accounts Payable Ageing (& Detail)
    • General Ledger (Optional but recommended)
  • 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.
QuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start

Sign in now for personalized help

See articles customized for your product and join our large community of QuickBooks users.

More like this