Migrating from Quickbooks Enterprise desktop version to Quickbooks Advanced online version

Welcome to the Community space, @cmansker.

I'll share some insights on how to migrate from the Quickbooks Enterprise desktop version to the Quickbooks Advanced online version.

In migrating there's no need to start over again—just move your desktop file to a QuickBooks Online company. Check out all the benefits you get when you move to QuickBooks Online.

Step 1: Get your desktop file ready

Note: You have 60 days from the time you create your QuickBooks Online account to move your data. If you’re not sure how old your company is, sign in to QuickBooks Online. Then, refresh this page for personalized info.

• Make sure your company file isn’t too big to export.
• Learn what does and doesn’t move to QuickBooks online.

1. Make sure QuickBooks is up-to-date.

Note: If the file exceeds the target limit (750,000) it can't be converted to QuickBooks Online. The only option is, you can only import lists and balances into QuickBooks Online or start fresh.

1. Print a copy of your Sales Tax Liability report. You'll need it to enter adjustment entries after your move.
1. Go to the Reports menu, then select Vendors & Payables. Select Sales Tax Liability.
2. From the Dates dropdown, select All.
3. At the top, from the Print dropdown, select Save as PDF.
4. Choose the folder you want to save it in, name the file, and select Save.

Step 2: Move your QuickBooks Desktop file to QuickBooks Online

Note: If your QuickBooks version is 2018 or older, you can move your data to QuickBooks Online with an online tool.

QuickBooks Desktop Enterprise

Note: If you use advanced features (such as advanced reporting and advanced inventory), we recommend starting fresh because some of your data won't move to QuickBooks Online. If you want to keep using these features in Enterprise, learn about cloud-enabled QuickBooks Desktop Enterprise.

1. Sign in as an admin to the desktop company file you want to move.
2. On your keyboard, press Ctrl + 1 to open the Product Information window.
3. Press Ctrl + B + Q, then select OK to display the export window.
4. On the export window, select Get Started.
5. Sign in as an admin to your QuickBooks Online company.
6. Select Choose an online company, then select the QuickBooks Online company you want to replace with your company file.
7. Select Continue.
8. If you track inventory in QuickBooks Desktop:

• Select Yes to bring them over, then specify the as-of-date.
• Note: Use the first day after your last tax filing period as your inventory start date.
• Select No if you want to set up new items later in QuickBooks Online.

1. Enter “Agree” in the text field, then select Replace.
2. Select Yes, go ahead and replace the data, then select Replace.

Step 3: Get ready to use QuickBooks Online

Check out What to do after converting from QuickBooks Desktop for Windows or Mac to QuickBooks Online.

With your company all set up, let's get you started with QuickBooks Online.

For a more detailed instruction, you check out this article: Move your QuickBooks Desktop file to QuickBooks Online

Moreover, I understand that you are concerned about transferring your data from QuickBooks Desktop to QuickBooks Online. However, it's important to note that there are some features and data that cannot be moved from QBDT to QBO. To learn more about which features can be transferred and how to transfer them, you can refer to this article: Learn how features and data move from QuickBooks Desktop to QuickBooks Online

I've also added this article to get answers to frequently asked questions about switching from QuickBooks Desktop to QuickBooks Online:

• Learn about switching from QuickBooks Desktop to QuickBooks Online
• Switch between company files in QuickBooks Online

Thank you for using QuickBooks, and we appreciate your business. If you have any more questions or need assistance with Migrating from the QuickBooks Enterprise desktop version to the QuickBooks Advanced online version do leave a reply. Keep Safe!

@cmansker 

Open your company file and hit CTRL + 1 keys. How big is your Total Target?