Move your QuickBooks Desktop company file to QuickBooks Online

[0:00] When you migrate from QuickBooks Desktop to QuickBooks Online, you can bring your company's information and data with you. Let's go over what to do before you migrate, how to migrate your QuickBooks Desktop info into QuickBooks Online, and how to confirm that everything looks right after the move. Before you migrate, make sure you've researched and signed up for a QuickBooks Online subscription.

[0:22] If you need help finding the right solution, call 800-730-0605 or visit quickbooks.intuit.com. After you've signed up for QuickBooks Online, keep your user ID and password available, because you'll need them during the migration process. Next, update to the latest version of QuickBooks. Select Help, Update QuickBooks Desktop, and then Update Now. Then Get Updates.

[0:49] After the update, restart QuickBooks and your computer. QuickBooks will let you know if you already have the latest version. If you need to run payroll or pay any payroll taxes, please migrate your payroll data to QuickBooks Workforce at least a few days before your next payroll run. That way you'll have time to set up payroll in QuickBooks Online before those payments are due.

[1:14] Now you're ready to migrate. It's important to remember that even after you copy your company's info to QuickBooks Online, you'll have view-only access to your data in QuickBooks Desktop just as you left it for 12 months after canceling your Desktop subscription. Select Company, Move to QuickBooks Online and then select Export your company file to QuickBooks Online.

[1:37] If you already have a QuickBooks Online account, Select Get Started. Note. This is the account you created when you purchased your QuickBooks Online solution. In step one, subscribe to QuickBooks Online. If you have not selected a QuickBooks Online solution, you can select try a 30 day free trial. This will create a QuickBooks Online Advanced trial company.

[2:01] We recommend you go to quickbooks.intuit.com/accounting to buy the right QuickBooks Online version for your company before starting migration. When you log in, QuickBooks automatically checks your credentials. If you only have an Intuit Enterprise Suite contract, you'll be seamlessly routed to a dedicated moving to Intuit Enterprise Suite workflow.

[2:24] Otherwise, you'll continue through the standard QuickBooks online migration. Next, choose to export all your company data, including your customers, vendors, settings, and transactions, or export specific data. This option is helpful if you have a large file and don't want to bring over every individual transaction.

[2:44] You can choose to migrate all information about your customers, vendors, and other lists, along with account balances or migrate only list information. This option is great if you want to start over without any transactions or balances, but still want to keep the info about the people and products you do business with.

[3:05] It's important to note that no matter which option you select, there are some things that won't migrate to QuickBooks Online. Check out this link to find a complete list of what does and doesn't transfer to QuickBooks Online. Select continue. You'll see your QuickBooks Online company names and subscriptions listed.

[3:26] Select the company to which you want to move your data or select create a new company and then confirm your company name. If you do not see your QuickBooks Online company name and subscription listed, please call 800-730-0605. Then select continue. You'll see a personalized checklist of all tasks required to prepare your file. Review each task and its associated data, and take action on each item.

[3:54] For bulk actionable items, you have the option to complete all, to resolve multiple tasks with one click. After addressing all the checklist tasks, select, Continue, review the export and its destination. Select Export. The migration can take a few minutes. After your migration is complete, you can download the QuickBooks Online Desktop app.

[4:17] This computer app offers great benefits and eases the transition from QuickBooks Desktop to Online.

[4:24] Benefits include: you can stay signed in for six months unless you sign out manually, you'll have a navigation map similar to what you're familiar with in QuickBooks Desktop, you're able to access multiple QuickBooks Online companies, and you can split screens to work on multiple tasks at the same time.

[4:44] You'll receive an email with instructions on how to access your QuickBooks Online account after the process is complete. In the email, you'll find links to other videos to help you in QuickBooks Online. Once you get that notification, it's a good time to compare your original company information to the data you have in your QuickBooks Online company.

[5:07] Open your Profit and Loss Statement and run it for this year to date. Then, switch to QuickBooks Online and run the same report with the same date range. You can do the same thing with your balance sheet, A/R and A/P reports, and more, to confirm that everything arrived safely. Now you've successfully migrated your QuickBooks Desktop data to QuickBooks Online.

[0:00] This is Katheryn from the QuickBooks team. Welcome to QuickBooks Online. First, let's explore how to get around, then where to find your settings, and how to get help when you need it. Select Dashboard to see shortcuts to some of the most common activities in QuickBooks. You can also view your sales & get paid funnel, an overview of your bank accounts, and charts and graphs.

[0:24] Select Add widgets to customize what you see. Intuit Assist uses the business feed to share work it does for you and give you suggestions on how to run your business. Reports and Analytics is where you run valuable reports on your company's performance. This is also where you can take a look at budgets, forecasts, and other financial planning tools.

[0:47] Select My apps to find where to perform your work in QuickBooks. You can also use the search tool. Accounting lets you connect your bank and credit cards to QuickBooks. You can securely and automatically import transactions, which are either categorized for you by QuickBooks, or you can enter required data yourself.

[1:07] Connecting your accounts keeps your books up-to-date and accurate, and is an important first step in the setup process. Integration transactions is where you see transactions from all your connected sales channels, like Shopify or Amazon. You can also upload and review receipts, reconcile your books, and customize your Chart of Accounts to manage how you want to categorize and track transactions.

[1:33] In Expenses & Pay Bills, you can see vendors and contractors, record expenses, and enter and pay bills. You can also track your business Mileage here. Sales & Get Paid helps you manage your money-in options, such as sending Invoices to customers, accepting payments, and tracking the products and services you sell. You manage your customers and leads in the Customer Hub.

[2:00] Select Team to add and view your Employees and Contractors. And Time lets you enter and approve the hours your team works. Depending on your QuickBooks plan, you can track and plan your Project financials under Project Management. Sales Tax lets you set up and pay your Sales taxes, and you can view and manage year-end taxes and filings for your business under Business Taxes.

[2:27] If you want to apply for a line of credit or credit card, you can do so under Lending. This is also where you sign up for a QuickBooks Checking account. Use Payroll to pay your team and Mailchimp to reach customers faster. You can customize your navigation at any time. Pin apps, or drag and rearrange pinned apps. You can add bookmarks for the pages you use most often.

[2:52] When you need to quickly create something, such as a new invoice or expense transaction, hover over Create to choose which transaction or entry you need to open. Now that you can get around, select the gear icon to see your Settings options.

[3:08] Here, you can do things like add and manage users, manage your billing and subscription info, and set your preferences to optimize QuickBooks for your business. Finally, when you find something you have questions about, help is just a click away. Select the Help icon to chat with our online assistant, see topics related to the page you're on, or search for more info.

[3:32] Plus, you can contact experts here. Now that you know your way around, what's next is up to you. Visit our video center to find even more videos on how to get set up. Welcome to QuickBooks.