QuickBooks Desktop users sometimes require to move their data to QuickBooks Online (QBO) in order to finish specific projects, comply with the changed needs of the enterprise, etc.
The term QuickBooks Migration Tool Desktop to Online refers to the transfer of QB Desktop data files to QB Online (QBO) through a relevant tool offered by Intuit.
This blog analyzes the relevant step-wise process through which you can shift your QB Desktop file to QB Online (QBO) effectively.
Do you want instant guidance for QuickBooks Migration Tool Desktop to Online? Just dial 1.855.738.2784 to connect with our Team of certified QB Professionals.
Relevant Conditions to Fulfil Before Transferring QB Desktop Data to Online Through Migration Tool
The major points listed below must be fulfilled in order to ensure the successful transfer of QB Desktop data to QB Online (QBO) via this migration tool:
- Firstly, you must have QuickBooks Desktop Pro, Premier, or Enterprise version on the system. Furthermore, QB Desktop for Mac files is also permitted by this migration tool.
- Even if you don’t have QB Desktop installed on the system, if you have a QB Desktop file of the editions mentioned in the previous point, you shall be able to use this tool.
- The QB Desktop file that you intend to move to QB Online (QBO) must be of the 2011 version or later.
- If you are a professional accountant who wants to assist the client in moving the QB Desktop file to QB Online (QBO), you will be able to successfully utilize this tool.
- The relevant files that are permitted to be shifted to QB Online (QBO) via this tool are company files (‘.QBW’), backup files (‘.QBB’), portable QB files (‘.QBM’) as well as QB Mac files.
Major Points to Consider before Initiating the Transfer of QB Desktop file to QBO via This Tool
The following tasks must be completed before utilizing this migration tool to transfer QB Desktop data file to QB Online (QBO):
- All account balances must be accurate and final, requiring no further corrections.
- The balance sheet must exactly match the latest tax return filed with the authorities.
- The relevant bank and credit account statements should match the balance sheet and other appropriate data.
- There should be no outstanding invoices or payroll tax that require any further action.
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Appropriate Step-Wise Process to Utilize the Migration Tool to Shift the QB Desktop data to QB Online (QBO)
Step 1: Choose the Relevant Online Migration Tool & sign in to your official Intuit account
- In this step, just log onto the official Intuit website & then you can choose the relevant edition (Pro, Premier, Enterprise, or Mac) shown on the website.
- Afterward, hit the ‘Get Started’ button to successfully sign into your official Intuit account.
Step 2: Correctly Upload the QB Data file That Needs to Be Transferred
- Now, immediately choose the ‘Temporary Files’ menu, after which you can load the data file via the ‘Upload Files’ option shown in the window.
- After the upload, utilize the ‘Show Uploaded File’ option in order to view the uploaded data file.
Step 3: Successfully shift it to QB Online (QBO) once the Update is done
- In this final step, the uploaded data file will get automatically updated to the newest QB version following which you can shift it to QB Online easily.
You have gone through the best step-wise process for QuickBooks Migration Tool Desktop to Online. If you need more help, dial 1.855.738.2784 to connect with our QB Experts Team.
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