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A Comprehensive Manual to Migrate QB Desktop to QB Online

Elana
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Elana
21:04, երեքշաբթի, 04 հունիսի, 2024 թ.
A Comprehensive Manual to Migrate QB Desktop to QB Online

Are you searching for a straightforward guide to help you quickly move your QuickBooks Desktop to the QuickBooks Online version? This blog post is what you need for QB version conversion. QuickBooks has various versions for the users, such as QuickBooks Desktop and QuickBooks Online. Users can select any version that suits them best and meets their business requirements. A few reasons to move from the QBDT version to QB Online include quick assistance, better sharing accessibility, and other add-on features. The blog will guide you in quickly converting QuickBooks Desktop to Online; continue reading.


    

If you cannot execute the QB conversion process and need assistance from an expert, call +1 (800) 780-3064 to speak with an experienced QuickBooks professional.
    
    

Reasons to Transfer QuickBooks Desktop to Online
    
    

There are various reasons for users to move from one QuickBooks version to another.

  • A few users select QuickBooks Online over QuickBooks Desktop. The QuickBooks Online version offers various advanced features that are more functional today.

  • The conversion process from QBDT to QBO is straightforward and cost-efficient.

  • QuickBooks Desktop doesn’t have as many dynamic features as the Online version.

  • QB Online's cloud-based feature enables users to manage and access the application from any corner of the world with internet access.

Basic Requirements to Meet for QB Conversion Process


    

To convert QB Online to Desktop, you must ensure the system requirements for QuickBooks Desktop 2024. Similarly, before you initiate moving QuickBooks Desktop to the Online version, you need to follow a few basic requirements such as:

  1. Stable internet connection with enough speed.

  2. An active QB Online or Plus subscription.

  3. QBDT company file must not be older than 60 days.

  4. Internet Explorer 10 or plus.

  5. Admin credentials are required to access the QB Online account.

Stepwise Guide to Move QB Desktop to Online

To complete the QuickBooks conversion, you must follow the steps given below:

  1. Firstly, you must update QuickBooks Desktop to the most recent version. You can do this by clicking the Help menu.

  2. Then, download the QB updates.

  3. You need to verify that your company files are not older than 60 days and are within the 60-day subscription period. You can contact QB Assistant to extend the subsection duration to 180 days.

  4. Next, prepare to move your QuickBooks data. Complete all the pending bank, inventory, and payroll-related tasks.

  5. Now, back up your data by navigating to the File menu.

  6. Select Back Up Company.

  7. Fill in all the essential details to create a QuickBooks Online account.

  8. Then, log out from the account.

  9. Run QuickBooks Desktop, then choose the Company tab.

  10. Select Export Company File to QuickBooks Online.

  11. Now, input your credentials and accept the terms and conditions for moving the files to QB Online.

  12. Verify and confirm your QuickBooks Online account.

  13. Then, navigate the Export to QuickBooks Online window.

  14. Keep setting up accounts and check the transferred data by accessing significant reports like profit-loss accounts.

Once the migration is complete, you can launch and work with QB Online.
    
    

This blog post assists readers in navigating the QuickBooks conversion process. Following the instructions, they can convert QB Desktop to an Online version without hassle. For more queries, contact the QB Assistance Team at +1 (800) 780-3064 and get assistance from the team of experts.
    
    
     Read more: - QuickBooks error h202 switching to multi-user mode


    
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