There can be many reasons why you would need to migrate your QB data. It can be while shifting systems or moving to another version. You can migrate to QuickBooks Online if your business needs have changed, and you can perform the migration process by using a few easy steps. To successfully perform the QuickBooks migration to online procedure, you can use the step-by-step process given below in this article.

You can reach out to us at 1.855.738.2784 to get professional help from our support team in case you are unable to perform the migration process or are facing issues with the same.

Main Reasons Why You Should Convert to QuickBooks Online

If you are planning to move to QuickBooks Online, the following advantages might be why –

1. The conversion process is free of cost and can be easily performed without any professional help.
2. In QuickBooks Online, the data is stored on cloud software instead of your system, which makes it more secure.
3. QuickBooks Online allows users to access their QB data from anywhere, at any time.
4. It is much easier to compare reports from different timelines using the QBO account.

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Ways to Successfully Convert QuickBooks Desktop to QuickBooks Online

To perform the QuickBooks Online migration process, you can follow the steps mentioned below –

1. The first step is to verify your QB data by running the Verify Data utility from the File If any issues are identified, you can access the Rebuild Data tool and fix the QB data errors before migrating them.
2. Next, you need to save the company file in a QBO format by creating a copy of the company file and creating another data file with the qbw extension.
3. Now, go to the Company menu to select the Import QuickBooks Data option and navigate to the File
4. Check the file size requirement to import the QB data within 60 days of subscription. You can also extend the subscription to 180 days by consulting a QuickBooks pro advisor.
5. You need to clean all your data before importing it and create a local data backup from the Back Up Company option of the File
6. Next, create a QBO account and open QuickBooks Desktop to export the data to QuickBooks Online.
7. Once the data import process is complete, you will receive a confirmation mail, and once done, move to the inventory section.
8. If you want to import your inventory and switch to QuickBooks Online, you need to remember the inventory is measured using the FIFO method in QBO.
9. Lastly, once all the data is transferred, click on the Complete your Setup button and review the data to check for any data mismatch.

Conclusion

If you want to perform the QuickBooks migration to Online process, you can use the steps given in this article to migrate successfully. If there are issues in the conversion process, you can call us at 1.855.738.2784 to get assistance from our QB experts.

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