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Transfer from QuickBooks Desktop to QuickBooks Online | Housecall Pro Help Center

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Where do you import your Desktop data into QB online program?



  QuickBooks Desktop Pro/Premier files · Open the file you want to export. · Go to Company > Export Company File to QuickBooks Online. · Follow the prompts to. Log in to your QuickBooks Desktop, then click Company and select Export Company File to Quickbooks Online. · Enter your QuickBooks Online log in. Sign in as an admin to the company file you need to import. · Go to Company, then select Export Company File to QuickBooks Online. · Select Start.    

 

Import QuickBooks Desktop data into QuickBooks Online Accountant



   

Showing results for. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. Level 1. Where do you import your Desktop data into QB online program? Make sure you're aware of the import limitations and feature differences between QuickBooks Desktop and QuickBooks Online. If you are using a QuickBooks Desktop version older than , download and install an updated trial , restore your company file, then use it for conversion.

If you've already turned on Payroll in QuickBooks Online, don't attempt to convert your file. Make sure all of your sales tax filings are current before migrating. You may need to make adjustment entries to sales tax filings after conversion.

To be converted successfully, your QuickBooks file must not be over the target limit of , You can condense your file to reduce the total targets. If you receive any errors while importing, you can fix errors when converting to QuickBooks Online. 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. Export All Items. Or, try it free for 30 days - no CC required. Visit QuickBooks No, thanks. Was this article helpful? Yes No. To add inventory products to QuickBooks Online, follow the steps in our article.

Once you're set up, it's easy to track inventory in QuickBooks and add products to sales forms. QuickBooks updates the quantity on hand as you work so you don't have to. Want a guided tour through the post-migration process? In the interactive video below, we'll walk you through the setup process step by step. Want to view the walkthrough? Visit this link. There are still a few tasks you'll need to perform before you start using QuickBooks Online. It's best to complete these as soon as possible before you make any changes to the data or enter new transactions.

Compare the below reports in QuickBooks Online and in QuickBooks Desktop to ensure that your data was transferred correctly:. You'll need to enter this information in your QuickBooks Online company by following the steps below. To connect your accounts in QuickBooks Online, follow these steps:. Learn more about connecting bank and credit card accounts to QuickBooks Online. Since you have not yet performed a bank reconciliation in QuickBooks Online, it assumes that no bank transactions have been reconciled.

You need to tell QuickBooks to mark all transactions up to the conversion date as reconciled, so it only considers future transactions for reconciliation. You can easily link credits and payments to your open invoices by turning on the Automatically apply credits preference:. After conversion, QuickBooks Online keeps your sub-account hierarchy. However, it also uses an additional level of account typing called a Detail type. Detail types allow you to be more specific with your account organization.

The conversion process assigns detail types to accounts where the detail is obvious. You can correct this now. Transactions and payroll accounts are converted to balance your books, but the details behind the transactions such as payroll item breakdowns and employee year-to-date numbers, don't convert.

Liability refunds, adjustment transactions, and opening balance transactions that affect accounts convert to journal entries. You may be asked to match your payroll items if your pay types from QuickBooks Desktop were not mapped with a standard QuickBooks Online pay type.

Some pay types imported are not supported in QuickBooks Online Payroll. If this is the case, select Skip for now in the bottom right of the screen. Note that you cannot go back and map your pay types if you select Skip for now. You'll have to manually create pay types for your employees to complete the payroll setup.

While you can't transfer your existing Payments account to QuickBooks Online, you can create a new one. Follow these steps to enable Payments in QuickBooks Online:. Review our article to learn more about signing up for QuickBooks Payments.

Make sure that any users you want to add in QuickBooks Online have the proper access. You can view your current users by selecting the Settings gear icon menu, then Manage users. After you complete these steps, your new user receives an email from QuickBooks. Ask them to follow the link in the email, which will take them to a sign in or account creation page. You can invite up to two accountants to work with you in your QuickBooks Online company. To invite an accountant, follow these steps:.

But there are some issues you may encounter during or after conversion. If you have trouble importing your company file from QuickBooks Desktop for Windows into QuickBooks Online, you can easily resolve this issue by rebuilding the data file and restarting the export process. If QuickBooks reports a problem, continue to Step 2: Rebuild your company data to repair problems , below.

If you used journal entries to apply payments to invoices, the links between journal entry credits and invoices break once imported. This causes the customer balances to be off.

To resolve, turn on auto-credits in QuickBooks Online:. You can record the payments by matching the journal entry credits to existing invoices. Enter a search word. Turn off suggestions. Enter a user name or rank.

Turn on suggestions. Showing results for. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now.



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