How Do You Move Your QuickBooks Desktop File To QuickBooks Online?

09 Feb 2021

In this technological world, both financial and accounting management is very demanding. If you want to move your QuickBooks Desktop file to QuickBooks Online, data transfer makes things more difficult. Now, let’s discuss some of the steps that how to move QuickBooks online to desktop? Here, it’s discussed in this blog. 

Technical Tips to Move your QuickBooks Desktop file to QuickBooks Online

Tip 1: Verify the Number of Files

You can check the total target in QuickBooks Desktop, and then open your QuickBooks Desktop file and press F2

Tip 2: Prepare the Data of QuickBooks Desktop for Export-

You can prepare a checklist to make sure that your data is all set to export:

Updating Data: If you want to change the name of the vendors or customer or add the contact numbers, you can do it

Time for Backup: Before importing the data in QBO, always ensure that you create a backup file. For Sign-in to QuickBooks Desktop

  1. Open the File
  2. Tap on Backup and hit on Company.
  3. After that, create a local backup.

Take Care of Pending Tasks: It is always required to convert all your data at the end of the year, month, or a quarter as it makes sure that all the statements are submissive, payroll has been processed, and adjustments are totally completed.

Tip 3: Create a QuickBooks Online Account

For creating an account in QuickBooks Online, you have to type all the required information like email address, mobile number, name, and password to set up the account.

Tip 4: Go Back to QuickBooks Desktop

You can Sign-In to the QuickBooks Desktop account from which you are converting and then exporting your data out of this account to QuickBooks Online. 

Tip 5: Hit on Export Company File to QuickBooks Online

From the QuickBooks company menu, choose the option– Export Company File to QuickBooks Online. However, if you don’t find this option, you have to shift to the most recent update in QuickBooks Desktop.

Tip 6: Sign in to QuickBooks Online Account

Again Log-in back to your QuickBooks Online account with your ID and password.

Tip 7: Inventory Indication

If you are managing your inventory in the QuickBooks Desktop, In that case, you have to add your inventory in QuickBooks Online, and this product always values inventory on the First-In-First-Out method. By this indication, you’ll come across exporting the data. 

Tip 8: Copy Data Files

You’ll be notified regarding the time that this process is going to take the time. It might take 30 minutes or several hours, depending on your data files.

You can quickly move your QuickBooks Desktop file to QuickBooks Online. If you can do this, you will get some additional benefits of QuickBooks online like time-saving, automation, easy and fast work process, cloud-based, and many more features. However, if you want to know more about how to move QuickBooks online to desktop? Get in touch with advisors for help.