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Quick Conversion Reference - Converting from QuickBooks Desktop to QuickBooks Online




Are you thinking about converting from QuickBooks Desktop to QuickBooks Online? Wondering if this is right for your business? 


More than anything, we want folks to find the right accounting software that fulfils their specific needs. The QuickBooks Guide to Converting QuickBooks Desktop to QuickBooks Online is a full-service hand-book for anyone converting from QuickBooks Desktop (Pro or Premier) to QuickBooks Online. If you're still deciding and just need a quick reference, download our Quick Conversion Reference (attached to this article) and use this lean version of the guide to help you decide if converting is right for you (or your client).


The Quick Conversion Reference briefly outlines the features and benefits available for the QuickBooks Online and QuickBooks Desktop product lines. Identify which tasks and features you need for your business from the left-hand column and see whether it can be done in either Online or Desktop on the right.

Converting From QuickBooks Desktop to QuickBooks Online - Quick Conversion Reference (Version 8.18).png



> Want a bigger overview? Start with the “Setting up for Success with QuickBooks Online” series


> Want to jump right in? Check out our “How to Use Basic Features and Functions in QuickBooks Online” series



Version history
Revision #:
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Last update:
‎August 14, 2018 09:20 AM
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Yes this can be a good thing for all the benefits above. Beware of stock if you have it. Make sure you do a full stocktake before hand and that your records in Qb match then copy and save a back up. Make sure you have back ups of everything.


If you do the upgrade- your data will have to be sent off for a week if you are lucky before you can use the online version fully. We went from a old desktop to this and it took a month before their developers were able to convert the data successfully, with many painful calls chasing the slowness of it etc. Problem is that the developers are in India and work different time zone to UK and talking if issues/questions etc.  We then has a months worth of invoicing from the desktop to add into the online system plus a months worth of purchase and other transactions to enter. Best to schedule in to quiet time. 


Also if you use Rep facility and rely on it to run commissions which we did. ITS NOT IN ONLINE version! major issue for us. We have to use a thing called CLASS and manually enter the rep initials for every product sold on every invoice for every customer, having a master paper file of reps. You CANNOT set a rep for the customer as before.

All I am trying to do is keep track of my employee time on a cell phone.

Can this program update on line do this?

The above materials said I needed a third party application.

If this update to QB on line will not allow me to enter time on my cell phone, I don't need it.

Please advise.

Terrell Arline

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