If you want to convert QuickBooks Desktop to online, the migration process can help you move your accounting data to a cloud-based environment while continuing your business operations. QuickBooks Online allows you to access financial information from different devices and collaborate with accountants or team members more easily.
Prepare QuickBooks Desktop Before Migration
Before starting the conversion, create a backup of your QuickBooks Desktop company file. Update QuickBooks Desktop to the latest available release and run Verify Data to identify potential problems. Intuit also recommends checking the company file's target count because files must meet current migration limits.
If you use QuickBooks Desktop Payroll, plan the migration carefully around your payroll schedule. Intuit recommends allowing time after your last payroll run and completing the migration before the next scheduled payroll.
Start the QuickBooks Desktop to Online Migration
After preparing your file, sign in to QuickBooks Desktop as the company administrator. Depending on your Desktop version, open the migration option and select the choice to move or export your company file to QuickBooks Online. You can generally choose to transfer all available company data or move lists and balances when applicable.
You can also use the online migration tool when your Desktop file meets the supported requirements. Follow the prompts to upload the company file and connect it with your QuickBooks Online account.
Check Your Data After Conversion
Once the migration is complete, don't immediately assume everything is perfect. Compare important financial reports, including the Profit and Loss and Balance Sheet, between QuickBooks Desktop and QuickBooks Online. Review accounts, customers, vendors, transactions, inventory, and payroll information for accuracy.
Some Desktop features and terminology may work differently in QuickBooks Online, so review the available feature and data mapping information before finalizing your new workflow.
For more detailed guidance, visit the QuickBooks migration guide on Accounting QnA to understand the complete process and common issues when moving from QuickBooks Desktop to Online.