Migrating from QuickBooks Desktop to QuickBooks Online with Intuit's internal tool
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Importing quickbooks desktop to online |
Move your QuickBooks Desktop file to QuickBooks Online.Move your QuickBooks Desktop file to QuickBooks Online
Watch or follow the steps to get it done:. Was this helpful? Yes No. You must sign in to vote, reply, or post. Already created a QuickBooks Online company? Don't create a new company.
Just choose the one you created from the drop-down. Note that it can take up to 24 hours. Use the blue bubble to reach out to our chat team for live customer support. All Collections. QuickBooks Online. Written by Jil O. You can fix this by: 1. Select Install Updates. Restart QuickBooks. If this doesn't help, check for data damage by running the Verify and Rebuild utilities.
We can't export your data. It may be on a network drive You'll see this if your Desktop company is located on a drive other than your local c-drive or it's open in multi-user mode. In QuickBooks, locate your company data file.
Close QuickBooks Desktop. To resolve, turn on auto-credits in QuickBooks Online:. You can record the payments by matching the journal entry credits to existing invoices. Do this on a customer-by-customer basis. Issue: Invoices or sales transactions were converted to journal entries after importing to QuickBooks Online. This can happen if you have flat rates 0. To keep your sales transactions from importing as journal entries, edit the sales tax item rates category.
If you have multiple items with flat sales tax rates in them, edit all the item rates to import all your transactions properly.
Need a little more help navigating QuickBooks Online? In the video below, we show you how to get around and where you can find the most commonly-used functions:. Or, watch short videos on a variety of topics for tips and tricks and step-by-step guides through the process of using QuickBooks Online. Speed up your navigation by learning the keyboard shortcuts for QuickBooks Online.
Completely stuck? QuickBooksHelp Intuit. Decide whether you should migrate to QuickBooks Online QuickBooks Online and QuickBooks Desktop are both powerful tools, but there are some things to consider to help you determine if your company is a good candidate for migration. Prepare for migration There are a few steps to take before you start the conversion process to ensure your information migrates properly.
Go to the File menu and select Create Backup Then select Local backup. In the window, select Local Backup and then Next. In the Local Backup Only section, select Browse , then select where you want to save your backup company file. Set the number of backups you want to keep - this is optional. A test runs to ensure your backup file is correct before you save. If you encounter any issues, see our Troubleshooting section.
Select Save it now and Next. A confirmation message displays when the backup completes. Select Update Now. Select Get Updates , then Close. Select File , then Exit. Restart QuickBooks Desktop. If you have payroll, run it now. If you say yes to this, your inventory will be recalculated in QuickBooks Online using the first in first out FIFO inventory method from the start date provided.
Identify whether or not to import inventory to QuickBooks Online. For that reason, we recommend consulting a tax professional before bringing over your inventory to QuickBooks Online.
Since you already set up a QuickBooks Online account, select Yes, sign me in :. After selecting Yes, sign me in , a log-in screen for your QuickBooks Online account will appear on your QuickBooks Desktop account, as shown below:. When signing into your QuickBooks Online account through QuickBooks Desktop, there will be a prompt to verify your identity.
Check your phone or email and then enter the code to proceed:. Identity verification in QuickBooks Desktop. After successfully logging in to your QuickBooks Account, select the QuickBooks Online company that you want the data to import to from the drop-down list.
If you have multiple companies, be careful to select the correct one, as the conversion will replace any existing data. After you select your company, QuickBooks will work for a few minutes and then give you a confirmation screen similar to this:.
QuickBooks data file transfer confirmation. QuickBooks emails you when your QuickBooks Online company is ready, but this could take several hours for a large file. Once you receive an email similar to the one below, click on the Complete your setup button to log in to QuickBooks Online and review your data:. Tip: Exporting lists from Desktop and importing them into Online is only necessary if you were unable to convert your Desktop file using the seven steps above.
For instance, this may happen if you have over , targets or your desktop file is corrupt. An alternative to converting your Desktop file to an Online company is to export important lists from your QuickBooks Desktop company and import them into your QuickBooks Online company. This will transfer your chart of accounts, customers, vendors, products, and services.
First, export the lists from Desktop as an Excel spreadsheet. Second, import the Excel spreadsheet into your QuickBooks Online company. By exporting the following lists from QuickBooks Desktop to Excel, you can save hours of data entry in your new QuickBooks Online company:.
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