Are you wondering how to move your data from QuickBooks Desktop to QuickBooks Online? It can be bothering switching from your old software system to a new one. This article will help you on how to create QuickBooks Desktop file (for Pro /Premier versions) to QuickBooks Online
However, if you are a QuickBooks Mac user then go to How to convert a QuickBooks Mac Desktop file to QuickBooks Online and understand the process. For users of Enterprise version read the steps here
Why Convert your Data from QuickBooks Desktop to QuickBooks Online?
You must be thinking, if have your data is stored in QB Desktop then why do we need to convert it to QB Online? There have to be some benefits to it, otherwise, the conversion would just look like duplication of work. Let’s have a look what are the benefits.
Run Comparison Reports
Conversion to QB Online gives access to historical data. Whether you are new in business or an experienced business entity, analyzing current data with the previous year’s performance is a definite requirement.
More Users Access
You can sign up to five users in QB online versus one user on QB desktop. Thus you get more with your spent money.
Data Management
If your existing QuickBooks file is with numerous bookkeepers, who didn’t do particularly well in managing it. A more efficient way to manage data is to shift it to QB Online. You need to export your customer, vendor and products & services lists from QB Desktop and import these into QB Online.
How to convert from QuickBooks desktop to online?
Sign up in the QuickBooks Online Account ( for a new user) or login to the QB Online Account (existing user)
- Click on the gear icon
- select Import Desktop data
- Choose the QuickBooks Desktop v for which you want to convert it.
- Open your Pro or Premier desktop product.
Note: You need to get the latest version of QuickBooks. You can do this by going to the help menu >choose “the update QuickBooks option” > restart before you again use QuickBooks.
- Select export company file to QuickBooks Online
- Select the QuickBooks Online company file that was created at the beginning
- Click on continue
- Click OK
- Check your inbox for email.
- Click on that link to the signed in account.
- QuickBooks Desktop file is converted to QuickBooks Online.
- confirm the conversion by comparing reports in both programs.
- Check Both the balance sheet & Profit and Loss report are run properly during the conversion.
Hopefully, this answers your doubts on how to convert QuickBooks Desktop File to QuickBooks Online. For any other details or queries call us at QuickBooks Online Help Desk Number 1-888-502-0363.
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