This article aims to help make the switch from QuickBooks Desktop to another accounting software as smooth as possible. Follow our 4-step migration checklist to help gather all your data so you can get your business up and running on the new system without breaking a sweat.
Thinking of moving from QuickBooks Desktop to QuickBooks Online? Here's what to expect when you make the switch. Or if you're not sure which QuickBooks Online product is right for your business, this product and feature comparison article may help.
1. Back up and save your data
Make sure that you back up all of your data and save a copy of it so that it's readily available before you make a system shift. This way you won't lose important information in case something goes wrong while moving to the new system.
2. Export your list
3. Generate detailed reports
Next, you'll need to create a detailed chart of accounts report. Then open the transactions reports to help you set up in the new accounting software.
4. Enter your opening balances
In your new accounting software, enter your opening balances into your new chart of accounts and import your customer and supplier lists. Then recreate your open transactions and adjust the open balances accordingly.
For more help moving from QuickBooks Desktop, please reach out to our support team.