How to Transfer QB Desktop To Online

03:41, Thursday, 30 March, 2023
How to Transfer QB Desktop To Online

Transferring your QuickBooks Desktop company file to QuickBooks Online can be a great way to move your accounting to the cloud and access your financial data from anywhere. Here are the steps to transfer your QuickBooks Desktop to QuickBooks Online:

  1. Prepare your QuickBooks Desktop file: Before transferring your file, you should clean up your QuickBooks Desktop data, verify your data integrity, and make a backup copy of your file.

  2. Sign up for QuickBooks Online: If you haven't already, sign up for a QuickBooks Online account and choose a subscription plan that fits your needs.


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  1. Convert your QuickBooks Desktop file: Log in to your QuickBooks Online account and select "Convert" from the "Gear" icon. Follow the on-screen instructions to convert your QuickBooks Desktop file.

  2. Review and edit your converted file: Once your file is converted, review your data in QuickBooks Online to ensure that everything has been transferred correctly. Make any necessary adjustments or edits.

  3. Set up bank feeds: Connect your bank accounts and credit cards to QuickBooks Online and set up bank feeds to automatically import transactions.

  4. Customize your settings: Customize your settings, such as invoicing templates, payment preferences, and chart of accounts, to fit your business needs.

  5. Start using QuickBooks Online: Once your QuickBooks Desktop file has been converted and reviewed, you can start using QuickBooks Online to manage your accounting and financials.


It's important to note that not all QuickBooks Desktop features will be available in QuickBooks Online, so be sure to review the feature comparisons between the two versions to ensure that QuickBooks Online meets your business needs. Also, keep in mind that the conversion process may take some time, and you may need to make adjustments to your data after the conversion is complete.

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