How can we transition from quick book desktop to quick book online?

Which QB Desktop year version do you have?

Let me discuss the process of migrating your company files from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), Sumbal.

When transitioning from QBDT to QBO, check the file size of your QBDT company file to ensure it meets the requirements for the conversion. Also, you have to review your data and decide what information you want to move to QBO.

The data migration process involves a few steps. Here’s a concise guide:

Step 1. Check File Size Requirements:

1. Ensure your QuickBooks Desktop is up-to-date.
2. Press Ctrl+1 to check the total targets (should be less than 750,000).
3. Print your Sales Tax Liability report for adjustment entries later.

Step 2. Export Your Data from Desktop:

1. Open QuickBooks Desktop, and select your company file.
2. Go to File and click the Utilities in the dropdown.
3. Choose Export, then select Export Company File to QuickBooks Online.

Steps 3. Sign in to QuickBooks Online as a primary admin.

Please note that you have 60 days from the creation date of your QBO account to move your data. For a comprehensive guide to the process, I recommend referring to this article: Move your QuickBooks Desktop file to QuickBooks Online.

You may check out this article for additional information on moving from QBDT to QBO: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

If you have further questions about the migration process in QuickBooks, please feel free to reach out. I will be checking this thread from time to time. Have a productive day!

Hi there I have Desktop Pro 2019

Desktop Pro 2019

@Gusnic12345 

QB Desktop US version to QB Online US version? You can use the web-migration tool.

https://quickbooks.intuit.com/learn-support/en-us/help-article/import-export-data-files/move-quickbo...

Any specific concern?

Hello Gusnic,

Thank you for reaching out about transitioning from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO)! And thank you, Chrea, for providing that valuable insight on the migration tool.

I've got you covered with a clear and thorough guide to help you make this shift smoothly. Let's dive right into it.

Step 1: Subscribe to QuickBooks Online

Before any transition, ensure you have an active subscription to QuickBooks Online.

Step 2: Prepare Your Desktop File

• Check out the pre-move checklist for more info.

1. Update QuickBooks: Ensure your QuickBooks Desktop is up-to-date.
2. Streamline Your Data: Mark any customers, vendors, or accounts no longer in use as inactive.
3. Clean Up Unbilled Charges: Delete or void unbilled charges and unbilled time for inactive accounts, customers, vendors, or employees.
   • Navigate to Vendors and select Bills.
4. Check Company File Size:
   • Ensure total targets are less than 1.2 million for seamless data transfer. Check this by pressing Ctrl+1 or F2.
   • If you exceed this limit, consider condensing your data or entering opening balances in a new QBO file.
5. Print Sales Tax Liability Report:
   • Go to Reports, then Vendors & Payables. Select Sales Tax Liability.
   • Select All dates, save as PDF, and store it securely.
6. Handle Online Banking Transactions:
   • Categorize and reconcile bank and credit card statements. Go to Banking, then Bank Feeds. Click Bank Feeds Center.

Step 3: Move Your File to QuickBooks Online

Migration Tool Built into QuickBooks Desktop:

1. Log in as an admin in QuickBooks Desktop.
2. Export Company File:
   • In QuickBooks Pro and Premier, go to Company and select Export Your Company File to QuickBooks Online.
   • For Enterprise, press Ctrl+1 to open Product Information, then press Ctrl+B+Q. Select OK.
3. Starting the Export:
   • Select Get Started.
   • You’ll see a screen that says “Let’s bring your data to QuickBooks Online”. Bring all of your company data.
4. Inventory Considerations:
   • Choose whether to track inventory using FIFO or move inventory manually later.
5. Multi-Currency: If applicable, select a home currency.
6. QBO Account Sign-In:
   • Follow the prompts to sign in using the username and password associated with your QBO subscription.
   • If you don’t have a QBO account, you can create one now, though we recommend subscribing before starting the migration.
7. Select QBO Company: Choose the QBO company you want to migrate data to.
   • If you don’t see your QBO company, call 800-730-0605.
8. Confirmation:
   • Select Continue, then Export.
   • Follow the prompts to complete the data replacement if migrating to an existing QBO account.

Web-Based Migration Tool:

Use this tool if you have QuickBooks Desktop 2021 or older or lack a QuickBooks Desktop installation.

1. Open the Online Tool:
   • Use the appropriate link for your QuickBooks version:
     • QuickBooks Pro/Premier
     • QuickBooks Enterprise
     • QuickBooks for Mac (convert to Windows file before proceeding)
2. Get Started: Sign in with your Intuit Account and upload your company file.
   • Please select the file to upload or drag and drop it.
   • Follow the on-screen instructions to proceed to QuickBooks Online.

For more information, this link will prove helpful: Move your QuickBooks Desktop file to QuickBooks Online.

Once you've successfully transitioned to QuickBooks Online (QBO), there are a few key areas you might want to explore further to ensure everything is running smoothly and that you're getting the most out of your new system. Here are some helpful articles for the possible next steps: 

• Customize invoices, estimates, and sales receipts in QuickBooks Online
• Connect bank and credit card accounts to QuickBooks Online

You're well on your way to successfully transitioning to QuickBooks Online. With these steps and resources at your fingertips, you’ll find yourself navigating QBO with ease and confidence.

Should you face any hurdles or need further guidance, don't hesitate to reach out through the thread. Remember, the QuickBooks community is always here to help you on your financial journey. Take care.