How To Convert QuickBooks Desktop to Online in 5 Steps


Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on “next,” which shows your file data. Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity. Under your QuickBooks Online account, you can have multiple companies. You’ll need a paid subscription for each company, but you use the same sign-in information for all of them.


QuickBooks Desktop targets include all line items for every transaction recorded. For example, if you have a sales order with 4 lines, that would be 4 targets. Before you can migrate to QuickBooks Online, you need to check the number of total targets in the application. To do this you need to press Ctrl+1 to access the information window. Intuit relies on advanced, industry-recognized security safeguards to keep all of your financial data private and protected. VeriSign is the leading secure sockets layer Certificate Authority.

Step 2: Export your QuickBooks Desktop company data

Select Choose online company, then select the QuickBooks Online company you want to replace with your company file. Select Choose online company, and choose the QuickBooks Online company you want to replace with your company file. Sign in as an admin to the company file you need to import. You can do this by clicking on the Export Data and entering the reason why you’re exporting your data.

migration tool

Please select the destination software to which the file to be converted. Select – Once your file has been uploaded, you’ll need to select which data you want to convert. In case you track inventory in QB Desktop, you will be required to select Yes or No depending on whether you wish to import it or want to add it fresh later. If you have finalized the decision to move from QB Desktop to QB Online, you must be looking for answers to the questions like how much time does the conversion process take? The following discussion provides more useful information in this regard. If you find that something isn’t quite right, don’t worry.

Differences in Cash Basis Report Calculations

3) Follow the instructions on the screen to complete the export process. Real estate agents and managers need specialized accounting tools and features to help them collect payments from… The backup is as important as you have crucial data that you can’t lose. So for the safer side, You must take a backup and make copies to save it in different locations. It helps you restore your data in case of data corruption or data loss while converting QuickBooks Online to Desktop.

converting from quickbooks

It should be possible to complete this by yourself, but if you are not comfortable proceeding with these steps you can contact the QuickBooks support team or your ProAdvisor for help. If you’ve made the decision to convert your QuickBooks Desktop application to QuickBooks Online, we can guide you through the entire conversion process with these easy steps. If you currently use these features in QuickBooks Desktop and plan to use them in the future, be sure to check and see if they’re available in QuickBooks Online. If they’re not, you may want to reconsider making the switch from QuickBooks Desktop to QuickBooks Online. And remember, if online access is important, you can also choose to have your QuickBooks Desktop application hosted on the cloud for easy access from any location.

We can migrate any number of historical years, both single and multi currency entities, customized Chart of Accounts. First, while QuickBooks Online is less expensive than the Desktop version, there is still a monthly subscription fee. This can be a benefit or a limitation, depending on the size of your operation. The primary reason companies are making the switch is because QuickBooks Online is more affordable than Desktop, with a lower monthly subscription. Sign up to receive more well-researched small business articles and topics in your inbox, personalized for you.

Step 2: Prepare Your QuickBooks Desktop Data for Export to QuickBooks Online

The same goes for categories mapped to inventory or non-inventory products and services. Before converting take a backup of your data in the data file. In QuickBooks Desktop go to File then Back Up Company and then Create Local Backup. By taking the time to understand the conversion process and the features of QuickBooks Online, you can ensure that your transition goes as smoothly as possible.

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david raissipour, senior vice president engineering & products, carbonite Online is a different product from QuickBooks Desktop, so you will need to sign up for a new account. The process is fairly simple and only takes a few minutes. Rundown things like merchants, clients, products, and administrations, and accounts can be moved from QuickBooks Online to QuickBooks Desktop.

Once you receive your email, click on the your setup button to log into QuickBooks Online and there you’ll have your data. Select the QuickBooks Online company that you want, from the drop-down list. If you have multiple companies, take a close look to ensure that you select the correct one as the migration will replace any existing data. QuickBooks Desktop decides the cost of inventory using the average cost method. Whereas QuickBooks Online uses the first-in, first-out inventory method, this may have a significant impact on the book value of your inventory. If you’re not sure whether you want to import your inventory, click ‘No’.

You don’t need to worry about saving QuickBooks data when you use Online. Automatic backups are performed nightly behind the scenes. If you’re looking for some more flexibility in your operations, you may be thinking about whether to convert QuickBooks Desktop to Online. But maybe you’re not even sure whether it’s possible, or if it is, how to go about it? Moving forward, Online will only use the new Sales Tax Agency Payable account. There is currently no Other Names List in QuickBooks Online.

Read on and see the Why and How you can make the move from quickbooks desktop to online migration. LiveFlow lets you import QuickBooks data into Google sheets automatically, so you can access your data anywhere, anytime. LiveFlow also offers a number of features that aren’t available in QuickBooks, such as the ability to track inventory in real-time, create custom reports, and more.


We want to share some tips we have learned along the way with our client conversions that may help you. Then, once we successfully copy and import your data, you’ll be sent an email. From there, sign in to see your data and start working.

In addition, the advanced settings fine-tune your QuickBooks Online company account to capture all the information you need… After successfully logging in to your QuickBooks Account, select the QuickBooks Online company that you want the data to import to from the drop-down list. If you have multiple companies, be careful to select the correct one, as the conversion will replace any existing data. If you don’t want to save it to an existing company, you can create a new company. If you wish to export specific data, then you can choose to export all lists and account balances or export all lists only or selected lists like customers, vendors, and employees. Although we rated QuickBooks Online as the best small business accounting software, there are a few distinct advantages to QuickBooks Desktop over QuickBooks Online.

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Whether you are using the Migration Tool for Pro/Premier/Mac or the Migration Tool for Enterprise, the steps are very similar. Again, they begin by accessing the appropriate version of the tool from the “Move your books to QuickBooks online with an online tool”webpage . You also need to know there are two versions of the new US Migration Tool. The first is designed for users of QuickBooks Pro, Premier or QuickBooks for Mac, and will likely migrate anyone who is using a product-year version that is 2015 or newer.

There is no need to feel overwhelmed with converting or starting a new file. We have helped many clients successfully convert from QuickBooks Desktop to QuickBooks Online. One of the big differences we noticed is how QuickBooks Desktop calculates cash basis reports compared to QBO. With QuickBooks 2014, you can transfer data directly into QuickBooks Online! If you don’t have the latest QuickBooks for Windows 2014, you can use the trial version of this product to continue.

Therefore, keep in mind not to close the window or end the process in the middle. Let the system and software take time in resuming the extraction bar. If you have opened the company, review the opened file and select close the company option. Repeat steps 2-5 from the above “Export Data from QuickBooks Online” step and choose “Prepare to export the QuickBooks Online Data.

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