Converting from QuickBooks Online to Desktop and all Limitations Experts in QuickBooks Consulting & QuickBooks Training by Accountants

Share This Article

migration tool

First, make sure your data is clean and ready to be transferred to QuickBooks Online. Once you have signed up for QuickBooks Online, you will be taken to your company’s dashboard. On this screen, enter your company’s name and description. Then, click the box indicating that you want to bring in your data from QuickBooks Desktop. You’ll need it to enter adjustment entries after the migration.

Our team of experts provides our clients with an idea in advance about what data would be converted and what not. In this way, we follow an honest and transparent approach to help businesses with accounting data conversion. We also ensure that the conversion is complete in the shortest possible time so that our client’s businesses are able to resume their accounting activities at the soonest. Before migrating to QuickBooks Online, it’s important to back up your company files just in case something goes wrong and you need to restore your QuickBooks Desktop data files. In order to start the back-up process, you’ll need to switch to single-user mode. Once you’re in single-user mode, click on the File drop-down menu.

What information is generally non-convertible from QuickBooks Desktop to QuickBooks Online?

Therefore, it is recommended that you export your data during a time when you will not be using QuickBooks, such as overnight or on the weekend. Once you have exported your data, you will be able to access it from anywhere and share it with your accountant or bookkeeper. You can also take advantage of features like online banking and invoicing. Every time you sell a product or service, you need to send an invoice to ensure that you’re paid by your customer… Many new small businesses are tempted to use Excel to organize their accounting data and analyze their financial … Upgrade QuickBooks desktop to QuickBooks Online – Thinking about upgrading from QuickBooks Desktop to QuickBooks Online or already started?


And as we mentioned above, you’ll be able to migrate your QuickBooks Desktop data to QuickBooks Online. Moreover, a business using QBO can also share the access to the software with its accountant which is not possible in the single-user mode available with the Desktop version. Going further, QuickBooks Online is automatically upgraded online and no additional cost is demanded from the users. Companies move to QuickBooks Online primarily because it’s more affordable than QuickBooks Desktop when there are multiple users. Also, they want the ability to access their company files remotely, collaborate with their team members easily, and integrate their accounting software with other third-party applications. It’s best to update your QuickBooks file as much as possible prior to your conversion so that your bookkeeping is not behind as you’re trying to learn the new processes of QuickBooks Online.

+ Can I convert multiple company files?

With the above steps completed, you’re ready to start the migration process. The process will be different depending on the QuickBooks Desktop version you are using. QuickBooks Desktop is a great option for businesses looking for a user-friendly accounting software which is reliable and secure. It’s also easy to install, and can be used to manage finances quickly and efficiently.

Below are the 7 quick to Convert your QuickBooks Desktop Files to QuickBooks Online . You can easily compare reports from current year to previous year. Every product goes through a life cycle, just like every living organism. From the moment it hits the market to the day it is phased out, a product undergoes a series of stages that can make or break its success. If you’re still having issues, contact QuickBooks Online support who’ll give you necessary assistance and answer any questions you may have about using the system.

If you are converting over from QuickBooks Desktop to QuickBooks Online do NOT upload your customers from the Desktop to the Online version. This will ruin the future integration between the Easy Storage Software and QuickBooks Online. Instead, a line item for sales tax will be added to each invoice. Companies that use multi-currency shouldn’t export to QuickBooks Desktop. Your conversion may fail, leading to an empty QuickBooks Desktop file.

desktop version

If you prefer the Average Costing method, staying with QBD would be the ideal option. Also, QBO inventory tracking compared to the advanced inventory tracking in the QBD Enterprise edition is rather simplistic. Larger manufacturing businesses with work in process and assemblies find that QBD has the more robust capabilities to make it the preferred software. You need to fill out an interview in QuickBooks Online to complete setup after importing before you can create your first pay check.

Desktop is in multi-user mode when you hit Export Company File to QuickBooks Online, and on a network. Visit our “Solutions” page to see the areas of your business we can help improve to see if we’re a good fit for each other. Though the hard part is over, there are still a few things you’ll need to do to get QuickBooks Online up and running properly.

With extra highlights in regions like data passage, work costing, revealing, stock administration, and accounting, QuickBooks Desktop has an unmistakable edge over QuickBooks Online. Even individuals with older QuickBooks Desktop versions reportedly have successfully migrated using the new tool. One Intuit official recently suggested that users of older versions could attempt to migrate a backup of their files with the new tool.

First you need to make sure that you’re using an up-to-date version of QuickBooks, then move your QuickBook Desktop file to QuickBooks Online and prepare to use QuickBooks Online. If your file is either too big, your only option in moving to QBO is to start a brand new company file. Once your desktop version is up to date, movement steps depend on which QB Desktop program you are currently using. Using FIFO, QuickBooks Online calculates inventory costs as of the inventory start date.

Using the New Migration Tool

Simply copy the data to QuickBooks Online, and nothing changes. Find out how your books will move from QuickBooks Desktop to QuickBooks Online. When you switch from QuickBooks Desktop to QuickBooks Online, you may notice differences in how your books appear. Don’t worry, we’ll help you understand how your books were moved. Now, click on Complete your setup which takes you to log in to QuickBooks Online and review the data.

Export the report for the appropriate rundown thing into Excel in the endorsed design. Try not to export multicurrency data from QuickBooks Online to QuickBooks Desktop as it probably won’t be shown effectively. You must clean all the unwanted or junk files from the QuickBooks desktop.

Benefits of QuickBooks Online Advanced for Contractors

Moreover, software like QuickBooks has made the job a whole lot less complicated. Mark Calatrava is an accounting expert for Fit Small Business. In this tutorial, we’re going to cover how to customize advanced settings in QuickBooks Online. These settings affect what shows up on your financial reports, including your profit and loss statement, balance sheet, and cash b statement.

Gusto vs. QuickBooks (2023 Comparison) – Forbes Advisor – Forbes

Gusto vs. QuickBooks (2023 Comparison) – Forbes Advisor.

Posted: Mon, 02 Jan 2023 08:00:00 GMT [source]

For instance, if you wish to export your customers only, you must navigate to the Customer Center to export your customer list. The steps discussed in this article are for converting a QuickBooks Desktop file to QuickBooks Online from QuickBooks Desktop Pro, Premier, and Accountant. For QuickBooks Mac, you can follow Intuit’s conversion instructions for that platform. If you use QuickBooks Enterprise, Intuit has conversion instructions for QuickBooks Enterprise.

As you can see, exporting QuickBooks Desktop to QuickBooks Online is a relatively simple process. However, it’s important to note that not all data will be exported successfully. In particular, custom fields and reports will not be transferred over.


connect your bank account to xero Online has ‘Billable Expenses’, which are similar to ‘Reimbursable Expenses’ in Desktop. However, in Online, you need to specify the markup percentage when creating the purchase instead of when you create the invoice. Reimbursable expenses and time that have not yet been billed in QuickBooks Desktop is converted as billable expenses in QuickBooks Online. All the ways you can receive items in QuickBooks Desktop are converted as bills.

Transactions with multiple Accounts Receivable or Accounts Payable line converts to multiple journal entries. Some reports are slightly different in QuickBooks Desktop. Not all QuickBooks Online reports are available in QuickBooks Desktop. For sub-items to export, all categories must have the same item types. If you exceed these limits already in QuickBooks Online, you’ll need to export to QuickBooks Enterprise. Customer notes,Preferred delivery method,Mobile number,Pager number, andIs Taxablestatus are not exported.

Additionally, QuickBooks Desktop allows you to export your data into other popular accounting software, like Microsoft Excel and Google Sheets. Get instant assistance with QuickBooks accounting software. Our QuickBooks experts are available 24×7 and resolve issues within minimum turnaround time.

When the above step is completed log out of the account. Using the new email setup to QuickBooks Online subscription verify the data. Once the importing process finished, you will get a confirmation email. Once the above two steps are done then you can easily import QuickBooks Desktop Online via Internet explorer.

Let us help you find what are you looking for

Follow Us