Based on the scalability, you can easily decide whether you should move QuickBooks Desktop to QuickBooks Online. The migration relies on the complexity of the data files that would be moved throughout the process. For example, if you run a quite large business with complex inventories, extensive histories, and large overall file sizes, then you may not be a good fit for the migration. However, this doesn’t mean your company is eligible for migration. On the other hand, a small to medium-sized business with small inventories and less complex files makes you a good fit for it.
Read the following section to perform a migration of your data to QBO. Go into the depths of the blog, and you will see that every step has been clearly defined to make implementation easier.
If moving QBDT data to QBO seems challenging, this is the time to consult a professional and ask them for help. Give +1.833.802.0002 a call
A Simple Tactic to Move QuickBooks Desktop to QuickBooks Online
Here, we have mentioned some steps to show how migration usually happens. Take care of each step because carelessness in implementing the steps can lead to further problems.
Step 1: Check that the file you want to export is not too big
Sometimes, QuickBooks migration failed unexpectedly Windows 10 because the file you are trying to export is very big, and thus you fail to do so. Therefore, to resolve this problem, use the Condense Data Utility tool to compress your company files.
Use the Lists and Balances or Lists Only options while performing migration.
Also, you need to enter the opening balances in a new QBO file manually.
Step 2: Make your desktop file ready
- Before proceeding, update your QB Desktop.
- Now, you need to mark any customers, vendors, or accounts as inactive who are not in use. It helps with cleaning up the data you moved to QBO.
- Later, you will need to print a copy of your tax liability report. After moving the data, you need to enter the modifications or adjustments required. To do this, follow:
- Head to Reports and choose Vendors & Payables.
- Tap on the Sales Tax Liability.
- Hover over the Dates dropdown, choose All.
- Go to the Print dropdown.
- Choose Save as PDF.
- Pick the folder where you want to save it.
- Name the file and choose Save.
- In case you import bank transactions or use online banking, then you need to categorize and reconcile bank and credit card statements/transactions. For this, tap Banking, click Bank Feeds, and select Bank Feeds Center.
- If you are a QB Desktop Payroll user, do the following:
- Terminate or deactivate any employees who were not paid this year.
- Ensure that the employee information is available in the updated form.
- Now, after moving your data, wait for around 2-3 days. When you move your data again, do this a few days before. Doing this gives you time to finish the setup for Online Payroll.
- Suppose you are a QB Desktop Payments user. In order to move your QB Payments subscription to Online, your QBO account admin email must have admin-level permissions on your QBDT Intuit Account.
- For QB Time users, it is recommended to contact a professional to set up their account in QBO.
Recommended to Read: How to Fix QuickBooks Error 1904?
Step 3: Move your QBDT file to QBO
There are two ways to perform migration.
- Migration using QBDT
- Online migration tool
Step 4: Use QBO
Now, after moving data to QBO, you can use it without any more struggles.
The Final Line
Throughout the blog, we have explained how to move QuickBooks Desktop to QuickBooks Online. If you're stuck between the procedure and need guidance, give a call to our Toll-Free number +1.833.802.0002 to speak to experts.
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