Planning to move from QuickBooks desktop to online? Well, if that is the case, you simply need not start over again, simply moving the company file to QuickBooks online will work. This is possible using some basic set of steps. It is possible to transfer the company file data from online to desktop. However, taking the backup of the file beforehand is recommended. To learn the steps involved in this process, make sure to read this post till the end, or you can also get in touch with our team professionals at +1-888-351-0999 and they will provide you with immediate support services.
Step 1: Get your desktop file ready
• The very first step is to press F2 (or Ctrl+1) to open the Product Information window.
• After that check for the current version and release.
• The user needs to ensure that the company file isn’t too large to export.
• Now, check whether the software is up to date or not.
• Also, print a copy of your Sales Tax Liability report.
Step 2: Move your QuickBooks Desktop file to QuickBooks Online
• This can be done by signing in as admin.
• Now, move to the company and choose to export the company file to QuickBooks online.
• Once done with that click on start your export.
• After that sign in as an admin to your QuickBooks Online company.
• And then select online company, and go or the QuickBooks Online company you want to replace with your company file.
• Hit the continue tab.
• Enter Agree in the text field, then choose Replace.
• Select Yes, go ahead and replace the data, then select Replace.
Step 3: Get ready to use QuickBooks Online
Under this step, you can start using your company file in QuickBooks online can connect your invoices, credit card account, and other required details.
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QuickBooks desktop has tons of features and functionalities, but if you are planning to convert from QuickBooks desktop to online, then performing the above-discussed steps might be of great assistance. Moving the data from the desktop to online might require proper steps. Thus, if you aren’t well-versed with the software, then make sure to consult a QuickBooks support team of professionals at +1-888-351-0999, for further tech assistance. We are a team of certified QuickBooks professionals who work round the clock in providing instant support and services.