cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Not applicable

Quick Conversion Reference - Converting from QuickBooks Desktop to QuickBooks Online

I am currently using Quickbooks Desktop and run my Travel Agency from it and my personal finances. Can I also do this with one Quickbooks On Line subscription? Also does my data convert over along with the invoicing templates I am using now? I assume once I convert I can use QB Online from my IPAD as well as a different location for my desktop? THANK YOU!

 

A puzzled information needing Tony

Solved
Best answer 01-25-2019

Accepted Solutions
ProAdvisor

Re: Quick Conversion Reference - Converting from QuickBooks Desktop to QuickBooks Online

@tonyiiiafl

 

I am currently using Quickbooks Desktop and run my Travel Agency from it and my personal finances. Can I also do this with one Quickbooks On Line subscription?


If these are two separate company files in QuickBooks desktop, you will have to pay for a subscription for each company you want to create in QBO.
In QuickBooks Online, it's only one entity is allowed per subscription. For a second (or additional) entity, you will need to purchase a different subscription. But you can switch between the multiple entities under one user ID.

 

Also does my data convert over along with the invoicing templates I am using now?

 

NO. It will not convert invoice templates from desktop to online version. You will lose invoice templates from your QB desktop. In QBO, you will need to customize form templates again. Also, in QB desktop form templates come with far more options than in QBO.

 

I assume once I convert I can use QB Online from my IPAD as well as a different location for my desktop? 

 

Yes, you can QBO App from your IPAD but it comes with very limited features than using the browser. It's good for quick tasks like customer invoicing and a few other tasks. If you want to fully utilize QBO available features, it is always better to use the browser version (like Google Chrome) from your desktop (or laptop) computer.

 

Hope this helps!

 

View solution in original post

4 Comments
Moderator

Re: Quick Conversion Reference - Converting from QuickBooks Desktop to QuickBooks Online

Welcome to QuickBooks Community, Tony.

 

Before you convert your data from QuickBooks Desktop to Online, let's review if you're a good fit this process. You can refer to this article or more information: Should I Migrate From QuickBooks Desktop to Online?.

 

Then, you also need to know what information isn't converted or imported when you move from Desktop to Online:

The invoice templates won't be imported because QuickBooks Online has its own invoice templates.

 

Once you made up your mind to do the conversion process, you can follow this article on how to do it: Convert QuickBooks Desktop File to QuickBooks Online.

 

Meanwhile, you can access your QuickBooks Online account anytime and anywhere (as long as you have a stable internet connection). Also, you can download and install the QuickBooks Online mobile app so you can access your account easily. You can visit this link to do this: https://quickbooks.intuit.com/mobile/.

 

I'd be glad to clear out any questions about QuickBooks you have in mind. I'll be around.

Established Community Backer ***

Re: Quick Conversion Reference - Converting from QuickBooks Desktop to QuickBooks Online

a non partisan comparison of QBO vs QB desktop
http://onsale-apparel.com/Rustler/qbo-or-qbdt
(cost comparisons are at the end of the article)

 

ProAdvisor

Re: Quick Conversion Reference - Converting from QuickBooks Desktop to QuickBooks Online

@tonyiiiafl

 

I am currently using Quickbooks Desktop and run my Travel Agency from it and my personal finances. Can I also do this with one Quickbooks On Line subscription?


If these are two separate company files in QuickBooks desktop, you will have to pay for a subscription for each company you want to create in QBO.
In QuickBooks Online, it's only one entity is allowed per subscription. For a second (or additional) entity, you will need to purchase a different subscription. But you can switch between the multiple entities under one user ID.

 

Also does my data convert over along with the invoicing templates I am using now?

 

NO. It will not convert invoice templates from desktop to online version. You will lose invoice templates from your QB desktop. In QBO, you will need to customize form templates again. Also, in QB desktop form templates come with far more options than in QBO.

 

I assume once I convert I can use QB Online from my IPAD as well as a different location for my desktop? 

 

Yes, you can QBO App from your IPAD but it comes with very limited features than using the browser. It's good for quick tasks like customer invoicing and a few other tasks. If you want to fully utilize QBO available features, it is always better to use the browser version (like Google Chrome) from your desktop (or laptop) computer.

 

Hope this helps!

 

View solution in original post

Not applicable

Re: Quick Conversion Reference - Converting from QuickBooks Desktop to QuickBooks Online

This was most helpful. After reviewing I am sure I should stay with QBDT and get a laptop for when I am remote. Thank you

Need to get in touch?

Contact us