When migrating from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), the tools you need to use will depend on your subscription status. Allow me to provide the necessary information below, Jimmy. But first, let’s ensure you can sign up for QBO account for a seamless migration process.
If your QuickBooks Desktop is suspended, you can sign up for a QBO account using a web browser and then transfer your file online with the migration tool. If it’s still active, you can use the built-in migration tool. For now, let’s focus on getting you signed up for QBO.
To sign up for a QBO account:
- Visit the QBO products page and choose a QBO plan.
- Enter your email address, mobile number, and create a password.
- Fill in your business information, such as name, industry, and company type.
- A code will be sent for verification.
- Enter your payment information to subscribe.
- Follow the prompts to set up your company file and begin using QuickBooks Online.
Once you have your QBO account, check out this article: Move your QuickBooks Desktop file to QuickBooks Online. Go to Step 3 and follow the directions for the web-based migration tool to transfer your file.
If your QuickBooks Desktop is still active, use the steps in the section for the built-in migration tool instead.
You can also check this article on setting up your chart of accounts in QBO to help you when it’s time to file your taxes: Add an account to your chart of accounts in QuickBooks Online.
If you need assistance in managing your accounts within QBO to help you organize your transactions, please let us know by leaving a comment below. Have a great day ahead!
