Learn How to Transfer QuickBooks Desktop to Online

Are you transferring QuickBooks Desktop to Online but unsure where to start? QuickBooks Desktop is a powerful and reliable version of the accounting program that many choose for its complex capabilities and offline access. At the same time, QuickBooks Online is a straightforward, cloud-based program. In this blog, we will guide you through a straightforward, step-by-step process.

If you want to convert QuickBooks Online to Desktop, the process for that will be different.

Why Transfer from QuickBooks Desktop to Online?

When you convert QuickBooks Desktop to Online, if you can share all the information from your company file without having to change or re-enter it manually, it's worth considering that users make this change.

QuickBooks Desktop allows users to host data locally, ensuring more file control.
Some features, like batch transactions and industry-specific tools, are available only in Desktop versions.
If you can find the one-time purchase model of QuickBooks Desktop to be more cost-effective than recurring QBO subscriptions.

Recommended To Read: How To Fix QuickBooks Rebuild Error 195?

Comprehensive for transferring QuickBooks Desktop data to Online

If you convert, you can move the data to QuickBooks Online. Depending on your needs, there are various ways to move your data. If there is an error, you can talk to an expert using the steps below to resolve the issue.

First, Subscribe to QuickBooks Online

Before transferring your data, ensure you have researched and signed up for a QuickBooks Online subscription.

Find out the benefits of moving to QuickBooks.
Automatic updates to the latest version.
Sign in to your QuickBooks Online account.
Go to Settings and select Subscriptions.
You can track and send invoices.
Now, Select Subscribe.
Complete the required details, such as your payment information.
Select Subscribe and confirm your choice.
Then, refresh this page for personal information.

Get your QuickBooks desktop file ready and up-to-date

Your QuickBooks Desktop file is prepared and updated. You should back up your current file and update the QuickBooks software to the latest version.

Open QuickBooks Desktop.
If you can go to File Back Up Company.
You can select Create Local Backup.
Choose the desired location for your backup file.
If you set the number of recoveries you want to keep.
Select the File and then Exit, click OK
Then, save the backup.

If you are moving from QuickBooks Desktop to Online, follow your company’s instructions, including examining your overall goals.

Save your Sales Tax Liability Report

Print, save, or copy your Sales Tax Liability report. After you migrate, you will need it to enter adjustment entries. Follow the steps below.

Go to the Reports menu.
Select Suppliers and Payables.
After that, Sales Tax Liability.
Select the All Dates dropdown.
Select Save as PDF " from the Print dropdown.
If you want to save it, name the file and select Save.
After you have saved the file.
You can print it if you’d like a hard copy.

If you can use QuickBooks Desktop Payroll

Yes, you can use QuickBooks Desktop Payroll, but it's essential to understand that support for the legacy Standard and Basic Payroll plans has been discontinued.

First of all, open QuickBooks Desktop, then select the Edit menu
After that, select the preferences option.
If you have likely been automatically moved to the Enhanced Payroll plan.
Then, select the No payroll option.

Final Thoughts

Now, transferring data from QuickBooks Desktop to Online may seem difficult, but carefully following the step-by-step process makes it manageable even for non-technical users. Whether you are switching for more features, better performance, planning and reviewing your data after the export to help TFN resolve your error, is key to a successful transition.