Switching accounting operations from QuickBooks Desktop to QuickBooks Online often requires QuickBooks Data Conversion Services. This transition can be complex, demanding familiarity with the process or seeking guidance from experts.

Intuit's QuickBooks offers substantial advantages to financial users, but the growing prominence of QuickBooks Online in the cloud technology realm has driven many to transition from Desktop to Online versions. Consequently, the need for QuickBooks Data Conversion has surged.

In this comprehensive guide, we aim to simplify the data conversion procedure between different versions/editions, offering insights into its seamless execution. Let’s explore this process and its successful implementation for users aiming to meet their evolving business requisites. However, if you face any issue regarding the data conversion, get in touch with us on our Toll-Free Number 1.855.738.2784.

Preparation of QuickBooks Desktop File for Conversion

Preparing a QuickBooks Desktop File for Conversion to QB Online involves several critical steps undertaken by data conversion experts. Here’s a breakdown:

Step 1: Ready the Desktop File

Note the 60-day limit after creating a QuickBooks Online account for data transfer.

1. Ensure QuickBooks Desktop is updated.
2. Check that the company file size meets the required standards.
3. Understand what data can be transferred to QuickBooks Online.
4. Generate a Sales Tax Liability Report and save it as a PDF for reference after data migration.
5. Navigate to Reports, then head to ‘Suppliers and Payables.’ Now choose ‘Sales Tax Liability.’
6. Select 'All' in the dates section.
7. Choose 'save as PDF' from the Print drop-down, specifying the file location and name before saving.

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Step 2: Move QuickBooks File Online

This involves moving your QB Desktop File to QB Online. For older versions like QuickBooks Desktop 2018, use the QuickBooks Desktop file restoration tool to upgrade the file before migrating to QB Online.

1. Select the company file as an admin.
2. Navigate to Company > Export Company File to QuickBooks Online.
3. Choose ‘Start your export.’
4.  Sign in as an admin in QuickBooks Online.
5. Select the ‘Online Company’ and continue.
6. If stock tracking exists in QB Desktop, choose Yes and specify the as-of date or select No for entering new items later in QB Online.
7. Enter ‘Agree’ and choose ‘Replace.’
8. Click ‘Yes’ to replace the data.

Step 3: Start Using QuickBooks Online

This step entails commencing the use of QuickBooks Online after setting it up through the conversion services. Follow these steps:

1. Connect bank/credit card accounts.
2. Generate and dispatch customer invoices. If dealing with sales tax, establish location-based tax settings in QuickBooks.
3. Monitor and manage bills payment in QuickBooks.
4. Familiarize yourself with payroll setup and operation in QuickBooks Online if using its payroll feature.

Advantages Of Data Conversion Services

Converting from QB Desktop to Online offers various advantages in streamlining accounting processes. Here’s how the data conversion service can assist:

1. Granting specific access to additional users in the QuickBooks Online account.
2. User-friendly interface without complex learning curves.
3. High compatibility with both Windows and Mac operating systems.
4. Tailoring and personalizing invoices and sales documents.
5. Continuous support from the QuickBooks Data Conversion Services team.

Conclusion

The integrity and security of QuickBooks Data Conversion services are crucial to ensure a seamless experience for users. Flawless execution and robust security measures are essential to prevent any disruptions or issues during the conversion process. Nonetheless, if you continue any error, you may contact us on our Toll-Free Number 1.855.738.2784.

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