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Join nowMy company uses quickbooks enterprise desktop version right now and were going to swtich to advanced and I want to keep all my data. What steps would I need to take to transfer everything over and ensure that it goes smoothly.
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.
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.
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.
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:
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!
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