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Learn what to do after you move from QuickBooks Desktop to QuickBooks Online

SOLVEDby QuickBooks278Updated 3 weeks ago

Learn more about the steps you should take after you move from QuickBooks Desktop for Windows or Mac to QuickBooks Online. This helps you make sure your data is accurate.

Note: Check your books in QuickBooks Desktop and QuickBooks Online until you’re sure QuickBooks Online is right for your business.

Step 1: Compare your financial reports

Compare these reports in QuickBooks Online and QuickBooks Desktop to make sure your data copied successfully:

  • Profit and Loss
  • Balance Sheet

When you run your reports, make sure of the following:

  • The Report period is set to All Dates.
  • The Accounting method is set to Accrual.
  • To check the balance of each of your Accounts Receivable (A/R) and Undeposited Funds accounts.

    Note: When you switch from QuickBooks Desktop to QuickBooks Online, you may notice differences in how your books appear. Learn what doesn’t come over from QuickBooks Desktop to Online. Alternatively, you may consult your accountant for further assistance.

Step 2: Review your accounts’ detail types in QuickBooks Online

When you move your data to QuickBooks Online, take note of the following:

  • The process assigns detail types to accounts. For example, Undeposited Funds.
  • It’s indefinite what the detail type should be for most accounts.
  • QuickBooks Online assigns a generic detail type, such as Other Miscellaneous Income to these accounts.
  • You may change this later.
  1. Sign in to QuickBooks Online.
  2. Go to Reports.
  3. In the Find report by name field, enter Account List.
    Note: You may also select Account List from the options in the dropdown menu.
  4. Select Account List to view your list of accounts.
  5. Select the name of the account you want to review.
    Note: If you need to edit your account’s detail type, select the Detail Type dropdown. Then, select the detail type you want to set for the account.
  6. Select Save and Close. You may also select Save and New from the dropdown if you want to create a new account.

Step 3 (optional): Complete your payroll setup in QuickBooks Online

Make sure you're the primary admin to set up and run payroll in QuickBooks Online.

You may also watch this webinar for more info:

To watch more how-to videos, visit our video section.

Step 4: Review and link your existing QuickBooks Payments account to QuickBooks Online

If you only have a Payments account (no payroll), your merchant account copies automatically to QuickBooks Online.

If you have Payments and Payroll account, or an active GoPayments account, take note of the following:

Step 5: Learn about the first-in-first-out (FIFO) concept

When you move your inventory to QuickBooks Online, QuickBooks uses the FIFO concept to calculate inventory. Make sure to take note of the following:

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