Learn how features and data move from QuickBooks Desktop to QuickBooks Online

Looking for:

Move from quickbooks desktop to online 

Click here to DOWNLOAD Quickbooks

     

Move from quickbooks desktop to online. Migrating from QuickBooks Desktop to QuickBooks Online with Intuit's internal tool

 

QuickBooks emails you when your QuickBooks Online company is ready, but this could take several hours for a large file. Once you receive an email similar to the one below, click on the Complete your setup button to log in to QuickBooks Online and review your data:. Tip: Exporting lists from Desktop and importing them into Online is only necessary if you were unable to convert your Desktop file using the seven steps above. For instance, this may happen if you have over , targets or your desktop file is corrupt.

An alternative to converting your Desktop file to an Online company is to export important lists from your QuickBooks Desktop company and import them into your QuickBooks Online company. This will transfer your chart of accounts, customers, vendors, products, and services.

First, export the lists from Desktop as an Excel spreadsheet. Second, import the Excel spreadsheet into your QuickBooks Online company. By exporting the following lists from QuickBooks Desktop to Excel, you can save hours of data entry in your new QuickBooks Online company:. Tip: When importing Excel workbooks, QuickBooks Online only imports the first worksheet within a workbook.

After exporting Excel workbooks from QuickBooks Desktop, be sure your data is in the first worksheet, or tab, at the bottom of the Excel screen. First Excel worksheet will import into QuickBooks Online. Navigate to your chart of accounts by clicking on Company from the top menu bar and then selecting Chart of Accounts:.

Display a list of your accounts by clicking on Reports at the bottom of the screen and selecting Account Listing :. Export the Account Listing report as an Excel spreadsheet by selecting Excel , then Create New Worksheet , and following the prompts to save the worksheet to your computer:.

Make a note of where you saved the spreadsheet so you can import it into QuickBooks Online later. Navigate to the Customer Center by selecting Customers from the top menu bar and then clicking on Customer Center :. Follow the prompts to save the new worksheet on your computer so you can import it into your QuickBooks Online company later. Navigate to the Vendor Center by clicking on Vendors in the top menu bar and selecting Vendor Center :.

Follow the on-screen prompts to save the worksheet so you can import it into QuickBooks Online Later. Go to the Item List screen by selecting Customers from the top menu bar and then clicking on Item List :. QuickBooks Online will only import the item types Inventory Part, Non-inventory Part, and Service because other item types are part of workflows that differ slightly between Desktop and Online. Open the Excel workbook you created in the prior step and delete all line entries for items other than the three that will be imported into QuickBooks Online.

Tip: Sort your Excel worksheet by the Type column to group your items by type and make deleting lines faster.

The three lessons below will teach you how to import the worksheets you created above as well as how to input items manually into your QuickBooks Online company:. Fit Small Business has also created a free QuickBooks Online course that includes 46 video tutorials and written step-by-step instructions. Be sure to check out a few of our video tutorials to learn the basics of using QuickBooks Online.

Find Timothy On LinkedIn. He then taught tax and accounting to undergraduate and graduate students as an assistant professor at both the University of Nebraska-Omaha and Mississippi State University. He most recently spent two years as the accountant at a commercial roofing company utilizing QuickBooks Desktop to compile financials, job cost, and run payroll. Find Mark On LinkedIn. Mark Calatrava is an accounting expert for Fit Small Business.

He has covered more than 50 accounting software for small businesses and niche industries and has developed an in-depth knowledge of the important features of accounting software and how the importance of these features vary by business.

Sign up to receive more well-researched small business articles and topics in your inbox, personalized for you. Fit Small Business content and reviews are editorially independent. We may make money when you click on links to our partners.

Learn More. Published April 11, Table of Contents. Step 1. Step 2. Step 4. Step 6. Step 7. Copy Data File After you select your company, QuickBooks will work for a few minutes and then give you a confirmation screen similar to this: QuickBooks data file transfer confirmation. Display Account Listing. Export Account Listing. Navigate to the Customer Center.

Export Customer List. Navigate to the Vendor Center. Export Vendor List. Navigate to Item List. Please take a look at the post-conversion tasks to see what might need to be tidied up once your conversion is complete this exercise generally takes only 30 minutes or less.

Movemybooks allows you to migrate up to two years of historic data all transactions for the current year to date, plus all of the previous accounting period. If you know the period of accounting you wish to convert, and your year-end, you can use our Pricing Wizard to quickly check how much your proposed conversion will cost.

If you have any questions, just ask us. To convert from another cloud platform, you will need to authorise us to access your current platform, and our web application will take care of the rest. To convert from desktop accounting software, you will need to have the data open in Sage or QuickBooks so that our data uploader can access it.

We convert all of the core, important accounting data for you. This includes your chart of accounts and all of the balances on those accounts. Customer and supplier contact details, together with the balances on all customer and supplier accounts, are converted too. We also copy your individual transactions in detail. Please understand that it is impossible to make an exact copy of your data in a different accounting system. You can be confident, however, that your financial data will be accurate overall.

Movemybooks is online software by Ledgerscope, experts at providing productivity tools for accountants. Movemybooks extracts company accounting and financial data from your old accounting system, converts it and loads it into QuickBooks Online.

All prices exclude VAT. You will also need to create a new QuickBooks organisation for each conversion and you will be responsible for the monthly subscription s to QuickBooks.

It usually takes hours but can take a number of days depending on the above factors. When you upload the data, our software simply converts it to QuickBooks Online format. We do not retain the data permanently and it will be deleted from our servers after 30 days. Our online software is protected by strong encryption. This scrambles the data, making it virtually impossible to intercept and decode online.

Data is stored encrypted on our servers. We also make sure data is encrypted when we transfer it to QuickBooks Online. For more information please refer to our Security FAQ. Yes, but only provided that the new organisation does not contain any data. If this is not the case, then the conversion will stop and you will need to provide a new, empty company to proceed.

We cannot convert into the Simplestart versions of QuickBooks Online. If you are using Canadian software please visit our Canadan website for information. Data which includes foreign currencies will be converted in the same way as other data.

However, all foreign currency amounts will be changed to the home currency values. Factors specific to QuickBooks, and beyond our control, usually mean the conversion result is not completely accurate. We work on a variety of hosted desktops. There is no requirement to install anything, but the extractor application will need to have permissions to run.