Uploaded on Mar 29, 2024
"Migrating QuickBooks Desktop to Online" improves accessibility and collaboration while streamlining accounting procedures. To ensure a smooth transition, start by backing up your Desktop data and then use the migrating tool. Assure post-migration reconciliation and data accuracy to facilitate a seamless shift to the cloud-based platform. Give us a call at +1.833.802.0002 if you would like to talk with a QuickBooks support specialist right away.
A Comprehensive Guide to Migrating QuickBooks Desktop to Online
Migrating QuickBooks Desktop To
Online: Detailed Technical Guide
QuickBooks Online (QBO) is increasingly becoming the most
popular version of QuickBooks accounting software launched by
Intuit. In fact, many existing QB Desktop users have started
moving their company file data to QBO to achieve greater
flexibility & efficiency.
The processes involved in shifting data from QB Desktop to QBO are
covered under the title ‘Migrating QuickBooks Desktop To Online’.
Intuit has ensured that QB Online (QBO) remains fully functional on a wide
range of computing devices (tablets, laptops, smartphones, and standard
PCs). As a result, experts have devised many suitable processes to move
QB Desktop data to QBO for users.
The present blog illustrates the easiest step-by-step process to move all
your data to QB Online.
Are you searching for correct technical assistance regarding
‘Migrating QuickBooks Desktop To Online’? You can dial
+1.833.802.0002 to connect with our QB Technical Experts Team.
QB Desktop Data Migration To QuickBooks
Online: Valid Step-By-Step Procedure
The following step-by-step procedure must be utilized to ensure successful
QB Desktop data migration to QuickBooks Online:
Step 1: Get your QB Desktop fully updated
& effectively save the Sales Tax Liability
Report on the system
• In the first step, swiftly launch the QB application window & immediately press
the ‘F2’ key on the keyboard to obtain the ‘Product Information’ window.
• Through the ‘Product Information’ window, you can note the current edition of
QB Desktop. If you find that you do not possess the latest QB Desktop edition,
you must install the fresh updates effectively & easily.
• Thereafter, move to the ‘Reports’ menu on the QB window, and you will
promptly choose the ‘Sales Tax Liability’ icon under the ‘Vendors & Payables’
tab.
• Next, effectively select the ‘All’ option via the ‘Dates’ tab & immediately
choose the ‘Save as PDF’ option from the ‘Print’ tab on the screen.
• Now, you will properly choose a folder on your computer, after which you can
tap the ‘Save’ button to save the Sales Tax Liability Report successfully.
Step 2: Transfer all the QB Desktop
company file data to QuickBooks Online
using the valid process
• Swiftly access the QB Desktop window with full admin rights &
immediately choose the ‘Export your company file to QuickBooks Online’
option via the ‘Company’ menu.
• Next, hit the ‘Get Started’ icon & effectively access QuickBooks Online
company with full admin privileges on the computer.
• Thereafter, you can use the ‘Choose Online Company’ option to select
the company with which you want to replace your relevant company file
on the system.
• At this step, move forward by tapping the ‘Continue’ button & reliably
select the ‘Yes’ option and provide the correct date to shift all the
inventory data to QB Online.
• Now, type ‘Agree’ in the relevant field & promptly tap the ‘Replace’
button to shift all the chosen QB Desktop company file data to QB
Online.
Step 3: Connect all the additional services
to your QB Online account to finish the
• In the final step, you just hapver to scueccsess fully add various services to
your QBO account, such as the payroll service, credit card login details,
invoices & bill tracking tool, etc.
• Finally, you will be able to fully utilize all the functionalities of QB Online.
Once you implement each step highlighted above in the correct order, you
can be successful in ‘Migrating QuickBooks Desktop To Online’. For
further analysis & guidance, dial +1.833.802.0002 to connect with our QB
Professionals Team.
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