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

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If you have inventory in quifkbooks file and are importing from QuickBooks Desktop or later, you will see this screen, otherwise skip to step 3. Open the Excel workbook you created in the prior step and quickbooks desktop to quickbooks online all line entries for items other than the three that will be imported into QuickBooks Online. One workaround is to get a free day trial subscription to the latest QuickBooks Desktop Pro. You also can download the QuickBooks mobile app for free to manage your account on the go. Only for Premier Plus and Enterprise. Track основываясь на этих данных levels and receive notifications when inventory is low.


Quickbooks desktop to quickbooks online


With Enterprise, you have additional job costing features designed specifically for construction businesses and contractors, as well as professional service companies. There are a variety of resources and community forums online to guide you through setting up your QuickBooks account and navigating the software. Additionally, QuickBooks has a wide network of ProAdvisors, accountants who are certified in the software, who you can work with for professional assistance. Compare the features included with each QuickBooks Online plan with those included with the different versions of QuickBooks Desktop.

For additional information, consult our guide on how to choose the right QuickBooks product for your business. Simple Start: 1 user. Essentials: Up to 3 users.

Plus: Up to 5 users. Advanced: Up to 25 users. Pro Plus: Up to 3 users. Premier Plus: Up to 5 users. Enterprise: Up to 40 users. Must be input manually for all plans. Receipt management app for all plans.

Only for Essentials, Plus and Advanced plans. Bill management and accounts payable. Yes for all plans. Enterprise offers advanced inventory features. Project profitability and job costing. Only for Premier Plus and Enterprise. Read more about how QuickBooks Online stacks up against the competition. QuickBooks Online vs. Sage 50cloud. FreshBooks vs.

Desktop comparison. QuickBooks Online. QuickBooks Desktop. Shop Now. Mileage tracking. Inventory management. Create purchase orders. Job costing.

A closer look at QuickBooks Online vs. Mobile app. Time tracking. Inventory tracking. Only for Plus and Advanced plans. Sales orders. No for all plans. Don’t see the option to export? Update your QuickBooks Desktop. Here’s how:. Start QuickBooks again and finish installing the updates when prompted. These updates may take 15 minutes or more to install, depending on when QuickBooks was last updated.

Important: If the updates are not downloaded and installed completely, the export company link may not appear. If you’re unable to complete the updates, here are the steps to fixing QuickBooks Desktop update errors. If you are, we do not recommend moving your data from QuickBooks Desktop Enterprise to QuickBooks Online, because data loss is likely to occur. Take a test drive! Try QuickBooks Online using our sample companies. To determine if QuickBooks Online offers the features and functionalities you need, review the limitations of converting from Desktop to Online.

Follow the prompts to connect to QuickBooks Online. Note: If the sign-in window doesn’t appear after closing Product Information, repeat steps If you have inventory in your file and are importing from QuickBooks Desktop or later, you will see this screen, otherwise skip to step 3. Step 5. Preparing to move your data to QuickBooks Online. If you currently track inventory, QuickBooks will ask whether or not you want to import inventory into QuickBooks Online.

If you say yes to this, your inventory will be recalculated in QuickBooks Online using the first in first out FIFO inventory method from the start date provided. Identify whether or not to import inventory to QuickBooks Online. For that reason, we recommend consulting a tax professional before bringing over your inventory to QuickBooks Online.

Since you already set up a QuickBooks Online account, select Yes, sign me in :. After selecting Yes, sign me in , a log-in screen for your QuickBooks Online account will appear on your QuickBooks Desktop account, as shown below:.

When signing into your QuickBooks Online account through QuickBooks Desktop, there will be a prompt to verify your identity. Check your phone or email and then enter the code to proceed:. Identity verification in QuickBooks Desktop. After successfully logging in to your QuickBooks Account, select the QuickBooks Online company that you want the data to import to from the drop-down list. If you have multiple companies, be careful to select the correct one, as the conversion will replace any existing data.

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. 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 :.


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