Converting from one QB variant to another is easier than it seems, thanks to QuickBooks data conversion services. The service can help users perform the conversion process without any outside help, and all you have to do is fulfill some prerequisites and prepare the data for migration. If you want to convert QuickBooks Desktop to QuickBooks Online, you can use the steps given below to successfully complete the process.
You can easily perform the conversion process by using the detailed steps provided in this blog. If you are unable to undertake the process on your own, or it seems too time-consuming, you can call us at 1.855.738.2784 to get direct help from our QB technicians.
Some Pre-Considerations to Fulfill Before Running the QuickBooks Desktop Conversion Process
If you want to perform the QuickBooks Online conversion process, you need to fulfill the given considerations –
Before beginning the QB conversion process, ensure that the Online variant caters to your business needs properly.
Ensure that your QB Desktop version is not outdated, and you can check the correct version by pressing the F2 keys and accessing the Product Info tab, and you can run the updates from the Help tab.
You also need to make sure that the company file character limit is as per the QBO criteria, and if not, rename the QBW data file and remove extra characters.
The payroll data and reports need to be run before undertaking the conversion process and creating a new QBO account with a valid 60 days subscription limit.
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How to Reliably Perform the QuickBooks Desktop Data Conversion Process?
If you want to migrate to QuickBooks Online, you can use the easy steps given below to perform the conversion process –
Firstly, back up your QBW file from the Local Backup section of the Company menu and check the total targets by pressing the Ctrl + 1 keys.
Next, print a PDF copy of the Sales Liability Report from the Reports section by choosing the Suppliers and Payables tab, and once done, go back to the Company menu.
Choose the file you want to export and hit the Export Company File to QuickBooks Online option, followed by choosing the Online Company you want to replace the file with.
Track your inventory in QuickBooks Desktop and hit Yes to export it to QBO, followed by choosing the Start and End Date and recalculating the values by using the FIFO method.
Once the company file, reports, and inventory are transferred, connect the bank account and credit cards in QBO and set up the payroll feature as well.
Lastly, check if the post-migration data is correctly transferred by reviewing the reports and running the QBO functions successfully.
Conclusion
QuickBooks data conversion services can be availed by using the easy conversion steps given above. In case you are unable to convert your QB data, and the given steps are hard to follow, you can call us at 1.855.738.2784 to get direct assistance from our QB experts.
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