Convert QuickBooks Online to QuickBooks Enterprise

Intuit developed QuickBooks in 1998 as a small business-focused double-entry accounting solution. This was a sequel to the well-liked Quicken program, which was more geared toward personal financial management and home-office accounting. Currently, the most popular accounting software is QuickBooks. But considering the range of versions it offers, including ones specific to particular sectors,

Conversion from QuickBooks Online to QuickBooks Enterprise. Some data types are not transferred from QuickBooks Online to QuickBooks Enterprise, even though the procedure is straightforward thanks to the tools provided by Intuit. Before exporting from the online version and importing it into the enterprise edition, you may alter the data using the built-in capabilities in the desktop and online editions.

Overview of QuickBooks Enterprise

The closest thing Intuit has to an ERP program is QuickBooks Enterprise, which is the family’s most complex product. QuickBooks Enterprise advertises itself as an “ERP alternative” and is a true all-in-one business management solution, while not being an ERP software in the conventional sense.

The program aims to provide smaller companies access to ERP-level capability at small business software prices and provides a smooth transition from their more basic solutions (Pro, Premier, or Online) to a company that unexpectedly needs more sophisticated capabilities.

In addition to offering more sophisticated capabilities than those available in QuickBooks Online, QuickBooks Enterprise has all the features of QuickBooks Pro/Premier. The most well-known aspects of QuickBooks, including financial management, sales orders, inventory cost monitoring, and pricing, are included in this. Additionally, it has 13 predefined user roles that help you manage each employee’s access to the software. This involves processing wages, managing inventories, and accounts payable and receivable.

The 30-user limit for QuickBooks may be more than adequate for a developing small firm. A company may find itself wishing it had a system that supported infinite users after setting up several users with preset roles. Unlike QuickBooks Online or QuickBooks Pro/Premier, which force users to choose between locally installed and cloud-hosted options, QuickBooks Enterprise lets users choose between the two.

Overview of QuickBooks Online

You may access it whenever you want from any location thanks to its user-friendly web-based platform. Additionally, it frequently ranks among the least expensive options for businesses seeking straightforward accounting or bookkeeping throughout their whole enterprise.

You may manage clients, set estimates, track sales, and costs, and interact with a third-party accountant using QuickBooks Online. Through the software’s invoicing feature, you may produce invoices that your clients can pay with credit cards or ACH bank transfers.

‘You may access it whenever you want from any location thanks to its user-friendly web-based platform. Additionally, it frequently ranks among the least expensive options for businesses seeking straightforward accounting or bookkeeping throughout their whole enterprise.

You may manage clients, set estimates, track sales, and costs, and interact with a third-party accountant using QuickBooks Online. Through the software’s invoicing feature, you may produce invoices that your clients can pay with credit cards or ACH bank transfers.

What version your company requires depends on how many users are needed, how big your company is (how many invoices and payments you process each month), and what kind of reports you need. They consist of:

• Simple Start for QuickBooks Online
• Keys to QuickBooks Online
• Accountant Plus QuickBooks
• Advanced QuickBooks Online

Before switching from QuickBooks Online to QuickBooks Enterprise

Using the built-in tools provided by Intuit, you may move all of your important accounting data. But due to the differing data architecture in the corporate edition, your data will seem very different. Before converting data from QuickBooks Online to QuickBooks Enterprise, follow these steps:

• Install QuickBooks Desktop on your computer by downloading it.
• QuickBooks Desktop may be activated by utilizing the product and license numbers.
• Delete any unnecessary or useless files from QuickBooks Enterprise.
• In your Intuit account, you may locate activation information.

Guide to QuickBooks Pricing

QuickBooks, contrary to popular belief, features a subscription-based pricing structure for all editions (not only Enterprise), which are often considered desktop solutions. The possibility to purchase a copy of the software and use it indefinitely has been eliminated.

What is the price of QuickBooks Online?

The price of QuickBooks Online starts at $15/month. This is for the “Self-Employed” version that is intended for use by freelancers. This simple version will help track income and expenses, organize your receipts, and help you invoice customers. You’ll also be able to create basic reports.

Many versions of QuickBooks Online will include a 50% discount off the first 3 months if you buy now. A free 30-day trial is available otherwise, but you will give up any discounted pricing for starting with a trial.

There is no 30-day free trial available for the Advanced version. A QuickBooks VAR (value-added reseller) can lead a product demonstration. Payroll is offered as an add-on to any QuickBooks Online edition. Payroll costs an additional $45 per month + $4 per employee each month. There are Premium and Elite versions of payroll available for a higher monthly and employee/month fee. These editions provide more sophisticated tools as well as on-demand specialists to help you with daily chores.

Data Migration from QuickBooks Online to QuickBooks Enterprise

A few things you should be aware of, according to QuickBooks reports. When you wish to transfer data without the help of a third party. Keeping this in mind, the following are some key aspects.

• The option to export to QuickBooks Desktop is only accessible in that version of QuickBooks Online.
• To use the export feature, you must have a Master Administrator, a Company Administrator, and an Invited Accountant.
• You must be using Internet Explorer 10 or above on your computer.
• You must have a supported version of QuickBooks for Windows installed on the machine from which you wish to export.

Convert QuickBooks online to QuickBooks enterprise

Step 1:  Download the migration tool

Direct access to the migration function is provided by QuickBooks Online. You may use the export tool by going to the exportqbotoqbdt suffix after logging into your QuickBooks online account. Using the migration tool to export data from QuickBooks Online to QuickBooks Enterprise involves the following steps:

• Open your QuickBooks Online account and log in.
• Enter after pasting exportqbodatatoqbdt after the URL.
• Access the URL at .
• Go over the supplied instructions in the Export Overview box before selecting Get Started.
• To get the QuickBooks Desktop Migration Tool package, click Get Tool.
• To install the migration utility on your computer, double-click on the downloaded setup file and adhere to the on-screen instructions.
• Select Finish.

Step 2: Selecting the information to transfer from QuickBooks Online to QuickBooks Enterprise:

QuickBooks Online allows you to choose which data to migrate to QuickBooks Desktop. You may choose specific transactions, balances, listings, and accounts.

Configuration steps for data conversion from QuickBooks Online to QuickBooks Enterprise:

• When you return to your QuickBooks Online account, the Prepare for Export window should appear.
• Continue by clicking on the Continue button.
• Choose the data that you wish to export, such as Transactions, Balances, Lists, and Accounts.
• Continue by clicking on the Continue button.
• Decide to Discover the constraints of data conversion for QuickBooks Desktop. You’ll be able to learn about all of the constraints associated with data translation between these two systems. Continue by clicking on the Continue button.
• Provide your email address and name so that you may receive the confirmation email. Then click on the Continue button.
• Close the window and wait for the confirmation email.
• Please keep in mind that the more data you wish to export, the longer it will take to receive the confirmation email.
• Return to the Export screen by repeating STEP #2. Then choose Get Started.
• On the Prepare to Export screen, click Continue.
• Select the data that you previously selected on the Select Your Data Page, then click Continue.
• Click Continue to Download when the Exporting from QuickBooks online screen displays.
• Select Download QBXML File and save it to your hard disk. Continue by clicking the button.

Step 3: Use the QuickBooks Desktop Migration Tool to complete the conversion process

Now that you have the data from QuickBooks online in XML format at your disposal, you can import it into QuickBooks Enterprise using the migration tool.

• Launch QuickBooks Desktop from the No Company Open screen.

1. Go to the File menu.
2. Select Close Company.

• Launch the QuickBooks Desktop migration program that you downloaded in Step 1.
• Click Browse, then choose the QBXML file. Select Import from the menu.
• Enter a name and location for your new QuickBooks enterprise company file.
• You can alter data access privileges in the QuickBooks-Application Certificate box. When the confirmation page opens, click Continue and Done.
• Click Done to import your data from QuickBooks online into QuickBooks Enterprise.

You may have to wait for QuickBooks Desktop to import all of the data. The QuickBooks enterprise may stall in some cases, but the import process continues in the background, and the program resumes responding as soon as the import procedure is complete.

If the status bar does not advance, you may need to modify the application certificate preferences. Here are the steps:

1. Open QuickBooks Desktop.
2. When the Application Certificate displays, click on the Yes, prompt each time.
3. Continue, then Done.

P.S. Re-import the data. This should resolve the issue.

Step 4: Run a Profit and Loss Report to confirm data conversion

The profit and loss report is the most straightforward way to check that all of your critical data has been transferred from QuickBooks Online to QuickBooks Enterprise. This report is available in both the accounting software’s web and desktop editions.

You must construct the report in both versions and confirm that the figures are consistent between the reports on the two platforms.

To produce a profit and loss report in QuickBooks Online, follow these steps:

• Select the Profit & Loss report from the Reports menu.
• In the Accounting method section, select either cash or accrual.
• Select Run report. 

To produce a profit and loss report in QuickBooks Desktop, follow these steps:

In QuickBooks Desktop, follow these steps to produce a profit and loss report:

• Select Report Center from the Reports menu.
• Activate the Standard tab.
• Select the Profit and Loss Report Standard option.
• Then click Run after entering the dates you selected in QuickBooks Online.

If the reports don’t agree, you’ll need to manually upload the incorrect data into QuickBooks desktop. Once you’ve done so, you may produce the reports once again and compare the statistics to make sure QuickBooks Enterprise has imported all necessary data.

Cancel your QuickBooks online subscription

If you no longer wish to use QuickBooks online after moving your data to QuickBooks Enterprise, you can cancel your membership. The cancellation procedure is determined by the medium via which you subscribed in the first place.

To cancel your QuickBooks Online membership from your browser, follow these steps:

• Navigate to QuickBooks Online.
• Log in as an administrator.
• Select Account and Settings from the Setting menu.
• Select Billing & Subscription.
• Click Cancel subscription or Cancel online to cancel your subscription.
• To finish the cancellation procedure, follow the on-screen instructions.

Please backup all of your data and export the backup to local storage before canceling your QuickBooks online membership, as the migration tool does not carry all of your accounting data from the online version.

Even better than exporting a backup, export all of your lists and accounts in Excel format so you can still access them.

Conclusion

Converting from QuickBooks Online to QuickBooks Enterprise can be a difficult process, but it is doable with proper preparation and execution. The main stages include selecting a conversion date, installing QuickBooks Enterprise, extracting data from QuickBooks Online, converting data to QuickBooks Enterprise format, integrating data into QuickBooks Enterprise, confirming data, configuring new features, and educating workers. It is crucial to remember that the particular processes necessary will vary based on the intricacy of your data and the version of QuickBooks Enterprise you are using.

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FAQ

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Q. Can I migrate my QuickBooks online data to QuickBooks Enterprise using a third-party application?

You certainly can. However, I urge that you utilize Intuit-approved third-party add-ons. These are available on the Intuit marketplace. Even though they appear to be free, you may have to pay an annual membership price to move all of your data at once.

Q. Is my company file in danger when I import lists and charts of accounts from QuickBooks online to Enterprise?

Yes, there are various concerns since importing data causes permanent modifications to your company file. If the files do not import correctly, you will need to revert to an earlier version of the company file. This is critical for users that rely on manual processes to migrate their accounting data. The simplest approach to avoid errors is to build a backup file before you begin importing your data. After importing, you can easily build reports on both platforms to match and validate the migration process’s success.

Q. Can I transfer my QuickBooks Online templates to QuickBooks Enterprise?

You can’t do it. Custom templates for various forms and reports can, however, be created in QuickBooks Enterprise. Because the database structures for these two platforms differ, you must manually build new templates in the desktop software. You can also rely on the program’s ready-made templates.

Q. How long does it take to transfer data from QuickBooks Online to QuickBooks Desktop Enterprise?

Because you simply need to pick the type of data to move, you can complete the operation in an hour using the migration tool. The remainder is handled by the transfer tool and QuickBooks online. When importing data into the Enterprise edition, you have numerous formatting options to choose from.