Here’s How to Import QuickBooks Desktop to Online Using Simple Steps

 QuickBooks Online application is the ideal choice for most businesses because it is cloud-based software that can be accessed remotely from anywhere in the world. Also, it provides you with a facility using which you can easily download bank transactions. Moreover, you can also work with your accountants in real time. Using the QBO application you can easily track all of your business expenses from a single screen, including the option to pay bills electronically. However, if you are using the QuickBooks Desktop version, then you first have to import QuickBooks Desktop to Online in order to avail all the benefits and features of the QBO application. To do so, we have discussed stepwise instructions in the further section of this blog.

Wondering how to import QuickBooks Desktop to Online and need expert’s guidance? Well, don’t worry! Give us a call at the toll-free number +1(800)-578-0315 and get instant help from our highly certified experts within no time possible. 

Stepwise Guidance to Transform QuickBooks Desktop to QuickBooks Online

Step 1: Get Start with your QuickBooks Desktop file

• Before you move ahead, make sure that your QuickBooks application is updated as per the latest release. To check the QuickBooks Desktop you are using presently, follow the steps listed below carefully:

1. Firstly, you are required to launch the QB application and then press the F2 key on your keyboard.
2. By doing so, it will open the Product Information window on your computer screen.
3. Now, from the same window, you can check the QuickBooks version and release that you are presently using.

• Also, you must ensure that the company file size must not be too long while converting from QuickBooks Desktop to Online.

Step 2: Import the Desktop file to QBO application:- 

Note: If you are using the QuickBooks Desktop application older than 2018 then in that case then you must utilize the trial version to import Desktop file to QBO application.

 

QuickBooks Desktop Pro or Premier

1. Ensure that you are login to the company file as an admin and then from the Company menu select Export Company File. 
2. After this, go to the Start your Export option and then login as admin in QBO.
3. Using the following steps you can easily track the inventory within the QB Desktop application:
4.         a.) Choose the Yes Key to bring them over, then specify the as-of-date.
5.         b.), select No if you wish to set new items later in QBO.
6. Select the QuickBooks Online company you want to be replaced by your company file. Further, select the option Continue.
7. Proceeding further, insert “Agree” within the required field and choose the Replace option.
8. In the end, click Yes, go ahead and replace the data. Further, click the Replace option once again.
   

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QuickBooks Desktop Enterprise 

1. Ensure that you log in as an admin to the company file and then open the Product Information window by pressing the Ctrl + 1 simultaneously.
2. Moving ahead, press the  Ctrl + B + Q altogether and then click OK to display the export window.
3. From the Export Window, click Get Started and login as an admin in the QBO company file.
4. However, if you want to track the company file then go through the following points below:
5.         a.) Select the Yes option to bring them over, then specify the as-of-date.
6.         b.), select No if you wish to set new items later in QBO.
7. Further, opt for the QuickBooks Online data file that you want to be replaced by your company file and then click Continue.
8. Then, type “Agree” within the text field and select the option Replace.
9. At last, select the Yes checkbox, go ahead and replace the data, and again click Replace.

Step 3: Ensure that your Books Match:-

1. After successfully completing the import process, you need to run one of your financial reports in order to check if it was successful or not.
2. There is yet another method i.e. by running a profit and loss report on an accrual basis in QuickBooks Desktop as well as the QBO application.
3. If you find that both of the reports match, then you can pursue working with the QBO application. Whereas, if not, then you need to convert QuickBooks Desktop to Online and consult the Data Services team to fix report discrepancies.

Summing It Up!!

By now with the help of the above-listed stepwise instructions you can easily Import QuickBooks Desktop to Online without any interruption. For any additional help, regarding the blog, you can consult our experts by giving us a call at the helpline number +1(800)-578-0315.