Are you planning to migrate from QuickBooks desktop to online? It is a smart move for your business as the cloud-based QuickBooks online offers more advanced features in comparison to QuickBooks desktop. However, for many business owners, migrating from QuickBooks desktop to QuickBooks online is a daunting task. If you are the one who is looking for the “how to migrate from QuickBooks desktop to QuickBooks online” process, this post is meant for you. In this post, we will walk down how to migrate seamlessly from QuickBooks desktop to online.

Do you need help in migrating from QuickBooks desktop to QuickBooks online easily? No worries, just call our experts at +1-877-752-9120 and learn the exact migration process from them. 

Key Considerations before Migrating from QuickBooks desktop to online

Before migrating from QuickBooks desktop to online, a few things need to be considered for the seamless transition.

 1. QuickBooks online has the different pricing plan as comparison to QuickBooks desktop. Instead of a one time purchase, there is a monthly fee, therefore, have a deep look on the QuickBooks online pricing plan. 

  2. Migrating from QuickBooks desktop to online is a slow process, so make sure you have plenty of time.

  3. Every thing will not be transferred from QuickBooks desktop to online. Some data, features or tools work differently in QuickBooks online. So, have a look what data can be transferred and what will not.

  4. Before initiating the QuickBooks migration process, make sure you have prepared your data file. Correct the errors, reconcile your accounts if necessary. Ensure that your data is accurate.

  5. You will have a 60 days window when you set up QuickBooks online account. Make sure you migrate your QuickBooks desktop data to online within 60 days. In case you missed the deadline, you need another data importation method.

How to migrate from QuickBooks desktop to QuickBooks online – Easy Process

Moving from QuickBooks desktop to online is a simple and straightforward process. The detailed steps are explained below:

Step 1: Open a Separate QuickBooks Online Account

Before initiating the QuickBooks desktop to online migration process, make sure you are having an QuickBooks online account. If not, create a new QuickBooks online account.

Step 2: Prepare the QuickBooks Desktop Company File

After creating the QuickBooks online account, ensure that your QuickBooks desktop is up to date. It ensures a smooth migration process. Also, do not forget to create a backup copy of your essential data.

Before creating the backup make sure your QuickBooks company file is accurate. In case your file is having the error, fix them before.

Step 3: Initiate the QuickBooks Migration Process

  • Open the QuickBooks desktop application and then click on the COMPANY FILE option.

  • Further, pick the “Export Company File to QuickBooks Online” option.

  • Ahead, click on the “GET Started” option.

  • It will open the window on your screen, having two options.

  • A. “Bring All Your Company Data”

  • B. “Choose What to Bring You”

  • Pick the desired option and press the CONTINUE option.

  • It will open the QuickBooks online Account window on your screen. Enter the login credentials and press the “Export” button, which will appear on your screen.

  • The migration process will take few minutes to get completed. Please wait till the data transferring process gets over.

  • When the migration process is over, an email will be sent to your account.

Post Migration Checklist from QuickBooks desktop to online

Once you have imported the data from the QuickBooks desktop, compare the data in both applications to ensure smooth and error-free transitions. Open the same report in both applications and manually compare the numbers side by side to spot any difference. If you spot any discrepancies, don’t hesitate to call the experts to fix them. Once the data comparison process is over, spend some time exploring the new features of QuickBooks online. 

Summary

Migrating from QuickBooks desktop to online opens a completely new set of possibilities. You can explore the new features of QuickBooks online. Hopefully, this post will provide the right information about the QuickBooks desktop and online data migration process. If you are facing challenges in implementing the above steps, call our experts at +1-877-752-9120.