Migrating QuickBooks Desktop to Online

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Every company or business or individual has a different profile and requirements. It is important for a brand product to be available in various versions. Seeing this, QuickBooks also comes in various versions, but today let’s discuss about only two of them. One is the QuickBooks Desktop and the other is QuickBooks Online.
After a while, you may need to upgrade your version or different version may look alluring as data density increases with passing time.

Differences between QuickBooks Desktop and Online:

QuickBooks Desktop is a locally installed accounting program, which is best suited for accounting calculations and record maintenance. It comes with a yearly subscription price model. On the other hand, QuickBooks Online is management software based on cloud technology. It also helps you with multitasking of accounting process.
You can access QuickBooks online from anywhere and on any device. For QuickBooks desktop, you may need to sign in from a particular device and will lose the flexibility of data access.
QuickBooks Desktop needs compatible version of device to be installed. However, QuickBooks Online is compatible with all devices.

How it Works?

Since QuickBooks’ ease of operation is mostly appreciated, it allows you to switch from desktop version to online. It is highly advised to follow the below mentioned steps with full concentration so that the desired job can be completed without any slipup.
Please refer to these following steps:

  1. First of all, you are required to Log In to QuickBooks Desktop
  2. Once done, Click on the Company tab in the menu
  3. Select the Export Company File to QuickBooks Online destination
  4. Also, Log in to your QuickBooks Online
  5. Choose the report or data you wish to import
  6. Select the company from the drop-down list
  7. You can also choose the Create New Online Company option
  8. Click on the Continue button to proceed further
  9. Hit the OK, Got It button to confirm

Once this import gets completed, you will be notified. It will not take days of operation. In just a short interval of time, this switch from one version to another can be completed.

Note: If you have been using advanced features or inventory, you may have to reconsider the switch. We recommended starting fresh from a scratch as some of your data will not be converted.

The smart decision will be to take a backup for all the reports as it will help you regain the data in case you lose it.
You also need to decide which online plan of QuickBooks platform suits you the best. There are three amazing plans to choose from. We recommend you choose the plan with the feature set that meets your business needs today, you can upgrade to a higher plan as your business grows.
If you don’t have any technical person and you are facing difficulty with any version, you can get connected with our technical support team of QuickBooks.

Disclaimer: We have experienced CPAs providing the quality solutions of QuickBooks for many years. Content available on our website is solely our property, and for any feedback contact our team via LIVE CHAT or Contact form. We are not associated with any other company like Intuit and work with our own T&C.

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