{"id":1341,"date":"2022-04-26T09:34:55","date_gmt":"2022-04-26T09:34:55","guid":{"rendered":"https:\/\/www.quickbookssupportphonenumber247.co\/blog\/?p=1341"},"modified":"2022-04-26T09:46:31","modified_gmt":"2022-04-26T09:46:31","slug":"quickbooks-desktop-to-online-migration","status":"publish","type":"post","link":"https:\/\/www.quickbookssupportphonenumber247.co\/blog\/quickbooks-desktop-to-online-migration\/","title":{"rendered":"Quickbooks Desktop to Online Migration: a Complete Guide"},"content":{"rendered":"<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Would you like to access QuickBooks from anywhere? Get ready for<\/span><b><i> QuickBooks desktop to online migration<\/i><\/b><span style=\"font-weight: 400;\"> with us. Walk through the guide and follow the process of migration.\u00a0\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Unaware of the migration process in <a href=\"https:\/\/quickbooks.intuit.com\/learn-support\/en-ca\/import-or-export-data-files\/migrating-from-quickbooks-desktop-to-quickbooks-online\/00\/580795\" target=\"_blank\" rel=\"nofollow noopener\">QuickBooks<\/a>, many users start over their accounts. It is truly hectic that they often face loss of data and feel stuck in the middle of the process. Good news! You can easily and almost everything migrate from <\/span><i><span style=\"font-weight: 400;\">QuickBooks Desktop to QuickBooks Online<\/span><\/i><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.quickbookssupportphonenumber247.co\/blog\/wp-content\/uploads\/2022\/04\/Quickbooks-Desktop-to-online-migration-1.jpg\" alt=\"Quickbooks Desktop to online migration\" width=\"793\" height=\"446\" class=\"alignnone wp-image-1347 \" srcset=\"https:\/\/www.quickbookssupportphonenumber247.co\/blog\/\/wp-content\/uploads\/2022\/04\/Quickbooks-Desktop-to-online-migration-1.jpg 800w, https:\/\/www.quickbookssupportphonenumber247.co\/blog\/\/wp-content\/uploads\/2022\/04\/Quickbooks-Desktop-to-online-migration-1-300x169.jpg 300w, https:\/\/www.quickbookssupportphonenumber247.co\/blog\/\/wp-content\/uploads\/2022\/04\/Quickbooks-Desktop-to-online-migration-1-768x432.jpg 768w\" sizes=\"(max-width: 793px) 100vw, 793px\" \/><\/p>\n<p style=\"text-align: justify;\"><strong>Let\u2019s get started!<\/strong><\/p>\n<p>&nbsp;<\/p>\n<h2 style=\"font-size: 24px; text-align: justify;\"><strong>When to Convert Quickbooks Desktop To Online?<\/strong><\/h2>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">It\u2019s a good idea to<\/span><i><span style=\"font-weight: 400;\"> migrate the Quickbooks desktop to online company<\/span><\/i><span style=\"font-weight: 400;\">. But, is the hassle worth it? This can only be decided when you are aware of the<\/span><span style=\"font-weight: 400;\"> complexity of your company file<\/span><span style=\"font-weight: 400;\">. Yes, it is one of the crucial factors in any QuickBooks migration.\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Suppose you are a small business thus, the company file will be less complex. On the other hand for any large business (using QuickBooks enterprise), the company file on the desktop would be large and complex. It is because the company file contains employee information, customer lists, inventory, accounting records, banking history, and so on.\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">However, like <\/span><i><span style=\"font-weight: 400;\">Quickbooks desktop pro, Premier, and Premier account<\/span><\/i><span style=\"font-weight: 400;\">, you can convert QuickBooks desktop enterprise to online. You will have to go through an additional setup and that\u2019s all.\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\"><strong>Other major reasons to <i>migrate QuickBooks desktop to online:<\/i>\u00a0<\/strong><\/p>\n<ul style=\"text-align: justify;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Get <\/span><span style=\"font-weight: 400;\">access to QuickBooks anywhere<\/span><span style=\"font-weight: 400;\"> in the world.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Other people in your <\/span><span style=\"font-weight: 400;\">accounting firm can also access it <\/span><span style=\"font-weight: 400;\">from their respective places.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Data security <\/span><span style=\"font-weight: 400;\">is under the control of Inuit.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reduced data<\/span><span style=\"font-weight: 400;\"> entry because it distinguishes bank data and credit card transactions. Further, eliminates any clerical errors to enhance productivity.\u00a0<\/span><\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<h2 style=\"font-size: 24px; text-align: justify;\"><strong>Migrate Quickbooks Desktop to Online<\/strong><\/h2>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Below mentioned steps are to <\/span><i><span style=\"font-weight: 400;\">convert QuickBooks desktop to online<\/span><\/i><span style=\"font-weight: 400;\"> for desktop pro, premier and accountant versions.\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\"><b>Note:<\/b><span style=\"font-weight: 400;\"> It is recommended to <\/span><span style=\"font-weight: 400;\">backup your company file&#8217;s data<\/span><span style=\"font-weight: 400;\"> before you <\/span><i><span style=\"font-weight: 400;\">migrate Quickbooks desktop to online<\/span><\/i><span style=\"font-weight: 400;\">. In addition, keep your QuickBooks desktop updated beforehand so it does not interrupt while migrating data.\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<h2 style=\"font-size: 24px; text-align: justify;\"><b>Steps to Backup Your Company File:\u00a0<\/b><\/h2>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">The following are useful whenever you want to backup QuickBooks company files. You can always save a copy when preparing for migration.\u00a0<\/span><\/p>\n<ul style=\"text-align: justify;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Launch <\/span><b>QuickBooks<\/b><span style=\"font-weight: 400;\"> and see if you are in multi-user mode.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Go to<\/span><b> File<\/b><span style=\"font-weight: 400;\"> and select<\/span><b> Switch Single-user mode<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Again tap on the <\/span><b>File<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Select <\/span><b>Backup Company<\/b><span style=\"font-weight: 400;\">.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Then, <\/span><span style=\"font-weight: 400;\">select <\/span><span style=\"font-weight: 400;\">\u00a0the option <\/span><b>Create a Local Backup<\/b><span style=\"font-weight: 400;\">.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">In the new windows, tap <\/span><b>Local Backup <\/b><span style=\"font-weight: 400;\">and then click <\/span><b>Next<\/b><span style=\"font-weight: 400;\">.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">In the <\/span><b>Local Backup Only<\/b><span style=\"font-weight: 400;\">, select <\/span><b>Browse <\/b><span style=\"font-weight: 400;\">to select the place you want to save backup<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Select the number of backups (optional).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Test the backup file by opening it to see if all data is backed up correctly.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Tap <\/span><b>Ok <\/b><span style=\"font-weight: 400;\">for a test run.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Then tap <\/span><b>Save it now<\/b><span style=\"font-weight: 400;\"> and tap<\/span><b> Next<\/b><span style=\"font-weight: 400;\">.\u00a0<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Once done, you can follow the steps for <\/span><i><span style=\"font-weight: 400;\">Quickbooks Desktop to online migration<\/span><\/i><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<h3 style=\"font-size: 20px; text-align: justify;\"><b>Step 1: Configure Target Requirement<\/b><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">While <\/span><i><span style=\"font-weight: 400;\">converting QuickBooks desktop to online<\/span><\/i><span style=\"font-weight: 400;\">, <\/span><span style=\"font-weight: 400;\">file size does not matter<\/span><span style=\"font-weight: 400;\">. Instead, it is the target that does.\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Hence, while moving to QuickBooks online, make sure the <\/span><span style=\"font-weight: 400;\">target doesn&#8217;t exceed the limits<\/span><span style=\"font-weight: 400;\"> for QuickBooks versions as given below:\u00a0<\/span><\/p>\n<ul style=\"text-align: justify;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Quickbooks desktop enterprise 2021 with the latest release: 750,000<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Quickbooks desktop pro and premier 2021 with the latest release: 750,000<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Quickbooks desktop enterprise 2020 and older: 350,000<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Quickbooks desktop pro and premier 2018 and older: 350,000<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p style=\"text-align: justify;\"><b>Tip:<\/b><span style=\"font-weight: 400;\"> You can try to reduce the targets by condensing your QuickBooks company file.<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<h3 style=\"font-size: 20px; text-align: justify;\"><b>Step 2: Create a Quickbooks Online Account<\/b><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">You should have an online Quickbooks account for data migration. If you don&#8217;t have an account already, you can visit <\/span><b>QuickBooks online<\/b><span style=\"font-weight: 400;\">. Select the<\/span><b> QuickBooks version<\/b><span style=\"font-weight: 400;\"> that matches your demands and needs.\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">While signing up for QuickBooks online give details about your business like business name and description.\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<h3 style=\"font-size: 20px; text-align: justify;\"><b>Step 3: Export Company Files<\/b><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Export the company file data from <\/span><i><span style=\"font-weight: 400;\">QuickBooks desktop to QuickBooks Online<\/span><\/i><span style=\"font-weight: 400;\">. Here, you will have to choose the company file you want to transfer to quickbooks online.\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Thus, to learn <\/span><i><span style=\"font-weight: 400;\">How to transfer quickbooks desktop to online<\/span><\/i><span style=\"font-weight: 400;\"> f<\/span><span style=\"font-weight: 400;\">ollow the steps given below:\u00a0<\/span><\/p>\n<ul style=\"text-align: justify;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Go back to your <\/span><b>QuickBooks desktop<\/b><span style=\"font-weight: 400;\">.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Log in<\/span><span style=\"font-weight: 400;\"> to the company file you want to convert online.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Now, tap on the <\/span><b>company<\/b><span style=\"font-weight: 400;\"> placed on the top menu bar.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Then, tap on the option <\/span><b>Export Your Company file to Quickbooks Online<\/b><span style=\"font-weight: 400;\">.<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">If your QuickBooks is not updated to the latest release, you may not see this option.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Head to the<\/span><b> help menu<\/b><span style=\"font-weight: 400;\"> to select <\/span><b>Update QuickBooks<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Once done, <\/span><b>reopen QuickBooks<\/b><span style=\"font-weight: 400;\"> desktop company to export company files.\u00a0<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<h3 style=\"font-size: 20px; text-align: justify;\"><b>Step 4: Log in to Quickbooks Online Account Via Desktop<\/b><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">When exporting data QuickBooks desktop will ask you whether to proceed or try migration first. Since you have created an account, here is <\/span><i><span style=\"font-weight: 400;\">How to transfer quickbooks desktop to online:\u00a0<\/span><\/i><\/p>\n<ul style=\"text-align: justify;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Login <\/span><span style=\"font-weight: 400;\">to QuickBooks company online.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">click <\/span><b>Move Now<\/b><span style=\"font-weight: 400;\">.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">To import inventory click<\/span><span style=\"font-weight: 400;\">, <\/span><b>Yes <\/b><span style=\"font-weight: 400;\">or you can import it later by clicking No.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">When prompted for the QuickBooks online account, select <\/span><b>Yes, sign me in<\/b><span style=\"font-weight: 400;\">.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">A log-in screen will appear on your QuickBooks Desktop account. Enter your login credentials and tap <\/span><b>Sign in<\/b><span style=\"font-weight: 400;\">.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Verify your identity by entering the code.\u00a0<\/span><\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<h3 style=\"font-size: 20px; text-align: justify;\"><b>Step 5: Choose Your Company in Quickbooks Online<\/b><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Once you have logged in successfully, it\u2019s time to select the company in QuickBooks Online. This company file is where your data will transfer from Quickbooks desktop to an online account.\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Choose the<\/span><span style=\"font-weight: 400;\"> correct company <\/span><span style=\"font-weight: 400;\">if you have access to multiple companies. Remember that it will replace that particular company\u2019s data with QuickBooks desktop data. Hence, you can otherwise create a new company.\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<h3 style=\"font-size: 20px; text-align: justify;\"><b>Step 6: Copy Company Data File<\/b><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Now, after you select the company file, the data will get copied sometime. As it&#8217;s done, you will get a confirmation message notifying you that the process is completed successfully.\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Further, QuickBooks also sends the QuickBooks company file in your mail. However, it may take several hours depending on your company file size and targets.\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">When you receive the mail, select Complete your setup and login to your QuickBooks online to review the data.<\/span><\/p>\n<p>&nbsp;<\/p>\n<blockquote><p><strong>Also Read<\/strong> : <a href=\"https:\/\/www.quickbookssupportphonenumber247.co\/blog\/quickbooks-migration-tool\/\" target=\"_blank\" rel=\"noopener\">Quickbooks Migration tool<\/a><\/p><\/blockquote>\n<p>&nbsp;<\/p>\n<h3 style=\"font-size: 20px; text-align: justify;\"><b>Winding up!<\/b><\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">We hope the guide on how to perform <\/span><b>Quickbooks Desktop to online migration <\/b><span style=\"font-weight: 400;\">helped you. The process requires patients to complete the entire process efficiently. However, if you are busy and can&#8217;t spare time, we will help you convert your desktop company file to online. We are always ready to assist you!<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Would you like to access QuickBooks from anywhere? Get ready for QuickBooks desktop to online migration with us. Walk through the guide and follow the process of migration.\u00a0\u00a0 Unaware of the migration process in QuickBooks, many users start over their accounts. It is truly hectic that they often face loss [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":1345,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"two_page_speed":[]},"categories":[579],"tags":[575,576,574,573,577,578],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How To Prepare For Quickbooks Desktop To Online Migration?<\/title>\n<meta name=\"description\" content=\"Do Quickbooks Desktop to online migration, get access to QuickBooks globally. 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