How Do I Transfer Data From Desktop QuickBooks to Online?

Written by: Editorial Team

Published on: Sep 20, 2021

Easily Transfer Data file of Desktop QuickBooks to Online Version

It’s possible to transfer date from Desktop QuickBooks to Online with in the first 60 days from your company QuickBooks online start date. The desktop QuickBooks file will replace your whole QuickBooks’ online file and overwrite all the existing content.


You have to be the administrator of both the QuickBooks online account and your existing desktop file. However, your QuickBooks should not exceed 350,000 targets even though the size of the file doesn’t matter.


If you exceed this limit you will be given the option to transfer the balances or the lists. You have to follow these simple steps


First, you have click help and open QuickBooks update, then select all the updates in the up [date now window.


Clink get updates. If all the updates are not downloaded your export company link will not appear. From there you click the file and exit. After this start QuickBooks again and install all the updates when prompted.


To connect to online, you will log in to your QuickBooks online account and agree to the service terms and choose to submit.


The logins screen will automatically appear after you close the product information window. If the login screen fails to appear to repeat the above steps for QuickBooks enterprise.



From there you can pick the online company you intend to transfer your data in to and select ok. There will be notification of “we‘ll email you when we’re done” After completing the import you can now sign in to your online account

Enable ActiveX in Internet Explorer

  • Open Internet Explorer (Not necessary that there should be internet connectivity)
  • Look for the “Tools” button and then click it, you will see some sub menu displayed on clicking the “Tools” button where you will click “Internet Options.”
  • Choose the “Security” option right in the dialog window and select “Internet” button in the Zone pane. Then finalize by clicking the “Custom level” Option.


(If you have you don’t get it please go to the instructions and start the whole process)


  • Scrolling, you will see the “ActiveX controls and plugins” option. Please don’t leave without clicking it. (I am happy we are now together).
  • Now enable the ActiveX by clicking the “Enable” option. This will allow the ActiveX controls to be downloaded and it will run. Also it will mark the controls safe for scripting.
  • Click “OK” button.
  • Select “Advanced” button and remove”Do not save encrypted” in the Security section.
  • Click the “Apply” button and then click “OK.”
  • Close and restart Internet Explorer.

Things to consider and take note of when transferring Desktop QuickBooks to Online.

Intuit seems to have shown its hand during its fourth quarter 2014 report to investors. Company executives noted that QuickBooks Online generates more than $800 in annual revenue per customer, which is a $300 increase over QuickBooks Desktop.


Also, QuickBooks Online is a global platform, meaning the company can target a much larger market in terms of geographical size. Finally, the QuickBooks online platform allows for the easy purchase of additional service solutions for things like payroll.


The online version of QuickBooks is an attractive option. There’s not much attractive about the conversion process, however.


So the actual breakdown of tasks required to transition from the software to the online version may not be as simple or cost-effective as many business users would like. Below are the important factors to considered when transferring Desktop QuickBooks to online;

  • Size of the file: Uploading file of size more than 200MB, you need to condense this to a small file. This can be done by compressing. It is more easier to upload files of more than 200MB size when using the QuickBooks 2010 upto the latest.


  • Reporting: Since the QuickBooks online does have many defaults reports, it is good that these reports should be added to a group and mailed at a schedule to anyone who will wish to access at any time or any day.


  • Budget: In QuickBooks Desktop, budgets cannot be converted at all unlike when you are using QuickBooks online where anyone can create multiple budgets.


  • Lists: There are two types of lists in QuickBooks. Which are Custom Fields List and the customer message list. The custom fields on list works best on QuickBooks Online because it can allow up to 3 custom fields to be added and converted whereas QuickBooks desktop cannot convert files. For the message List, every user must know that messages are added manually.


  • Reconciliations- Every user must know that before files are transferred from desktop to online, it is important to note that reconciliation must be completed because they will get lost and cannot be found after the conversion.


  • Permissions: Files that had been protected on a QuickBooks desktop will not have the same protection. The credentials will not be converted and once they have been transferred online, users will have to sign up for the new logins.



  • Invoices: Invoices must be converted except the pending ones. Users are advised to clear the pending invoices before the conversion is done

Step by Step guide on How to transfer desktop QuickBooks to Online.

Here are the steps to convert QuickBooks Desktop to Online:

Copy the QuickBooks Company File

But if your software is not working properly, then you do need help with your Quicken desktop. But solving these issues is not for everyone. You require expert help in such situations. An expert can help you in the following ways: –

  • Launch the QuickBooks desktop program.
  • Press “F2” on your computer keyboard to open the Product Information window. Write down or copy the name and directory location of your company file displayed in the File Information section of the window.
  • Open the company file in QuickBooks. If prompted, enter your administrator password.
  • Click “File,” “Utilities” or “Maintenance” and then “Copy Company File for QuickBooks Online.”
  • Enter a name for the file and select a directory location on your computer. Remember the directory location, because you will need this information to import the file into QuickBooks Online.

Connect to QuickBooks Online

  • Log in to your QuickBooks Online account. Agree to the Terms of Service.
  • Click the “Company” tab in the main menu and then select “Import QuickBooks Desktop Data” from the drop-down menu.
  • Go to the location of the company file you saved earlier. Once you get it, open it by clicking the “Open” button.
  • Follow the steps in the onscreen import interview window that launches automatically. During this process, you will need to enter basic information about your company, such as contact information and bank details.
  • Wait for around 24 hours for QuickBooks to complete the import process. You will receive an email when the process is complete

Benefits of Converting from QuickBooks Desktop to QuickBooks Online

Here are just a few of the benefits if you import data to QuickBooks Online as opposed to starting from scratch:

  • Ability to Run Comparison Reports


Whether you’ve been in business for 12 months or a few years, one of the advantages to having access to historical data is that you can run reports to compare the current year to previous years.

  • Start with a Clean Slate


Let’s say that your existing QuickBooks file has seen more than it’s share of bookkeepers who didn’t do such a great job of managing your books. You can export your customer, vendor and products & services lists from QuickBooks Desktop, provided the information is still reliable, and import these lists into QuickBooks Online.

What to Do After Your Data Has Been Imported

Before you begin working in QuickBooks Online, you need to verify that your data was successfully imported. The best way to do this is to run


All the business applications on the two QuickBooks (QBO and the QBDT) for the purpose of comparing the totals. These applications are the Balance sheets, and the Profit & Loss statements. If you find a discrepancy when comparing your reports, contact Intuit at 1-800-638-8615 and they will troubleshoot the issue at no cost to you!

Conclusion

Once you transfer files from QuickBooks desktop to QuickBooks online, you are given 60 days to do anything to it. You can do anything to it during the 60 days, you can upload it over and over again. The company file must be smaller than 150MB to import correctly. You can view the file size in the Product Information window. If the file is larger than 150MB, you can import separate lists of transactions from the desktop version to the online version of QuickBooks.


It is now cleared that QuickBooks online is of great advantage in a company It is easy to install and can handle many tasks which the QuickBooks online could not have done.

Related Articles

By Simranjeet Singh 18 Dec, 2023
A Guide for B2B Success on Search My Expert In today's digital age, businesses face an ever-increasing demand for agility, innovation, and cost-effectiveness. Outsourcing digital services can be a powerful tool to achieve these goals, freeing up internal resources and tapping into the expertise of a global talent pool. However, navigating the complexities of B2B digital outsourcing can be fraught with challenges. This guide, tailored specifically for businesses seeking success on Search My Expert, a leading B2B marketplace for digital services , will equip you with the knowledge and strategies to overcome these hurdles and unlock the full potential of outsourcing. Challenge 1: Communication and Collaboration Across Borders Effective communication and collaboration are the cornerstones of any successful project, and outsourcing amplifies the importance of these factors. Time zone differences, language barriers, and cultural nuances can quickly become roadblocks to progress. To bridge these gaps, Search My Expert provides several solutions: Established Communication Channels: Dedicated communication platforms like project management tools and video conferencing solutions ensure seamless interactions between your team and your outsourcing partner, regardless of location. Clear Expectations and Documentation: Clearly defined project goals, scope documents, and task outlines minimize misunderstandings and ensure everyone is on the same page. Cultural Sensitivity Training: Search My Expert's partners understand the importance of cultural differences and are trained to adapt their communication styles for optimal collaboration. Challenge 2: Quality Assurance and Project Management in the Cloud Maintaining quality control and keeping projects on track can be a challenge with remote teams. To address this, Search My Expert offers: Robust Project Management Frameworks: Utilize established methodologies like Agile and Waterfall to define deliverables, track progress, and identify potential issues early on. Regular Feedback Loops: Implement regular communication channels and feedback mechanisms to ensure both parties are satisfied with the progress and direction of the project. Dedicated Project Managers: Search My Expert connects you with experienced project managers who oversee the entire process, ensuring quality deliverables and adherence to deadlines. Challenge 3: Securing Your Data and Intellectual Property Data security and protecting your intellectual property (IP) are paramount concerns in today's digital world. Search My Expert takes your security seriously with: Confidentiality Agreements: All partners are bound by strict non-disclosure agreements (NDAs) to protect your confidential information and intellectual property. Secure Communication Protocols: Secure communication channels and data encryption technologies safeguard your sensitive information throughout the project lifecycle. Data Privacy Compliance: Search My Expert adheres to the highest data privacy standards and regulations, ensuring your data is handled responsibly and securely. Challenge 4: Finding the Right Partner in a Sea of Options With countless outsourcing providers available, choosing the right partner can be overwhelming. Search My Expert simplifies this process with: Vetted and Qualified Providers: Our rigorous selection process ensures you connect with experienced and reliable partners who have a proven track record of success in your specific industry and service area. Detailed Partner Profiles: Gain comprehensive insights into each partner's expertise, experience, portfolio, and client testimonials to make informed decisions. Customization and Matching: Search My Expert utilizes advanced matching algorithms to connect you with partners who perfectly align with your project requirements and budget. Challenge 5: Adapting to Change and Scaling with Agility The digital landscape is constantly evolving, and your outsourcing partner needs to be able to adapt and scale with you. Search My Expert offers: Flexible Engagement Models: Choose from fixed-price projects, hourly contracts, or dedicated team arrangements to suit your specific needs and budget. Scalable Resources: Easily adjust your team size and expertise as your project requirements evolve, ensuring you have the right resources at the right time. Continuous Improvement: Search My Expert encourages a culture of continuous improvement, ensuring your partner is constantly seeking new ways to optimize your project and deliver maximum value. Real-World Success Stories: Proof of Concept Seeing is believing, and Search My Expert's success stories speak volumes about the platform's ability to help businesses overcome outsourcing challenges and achieve remarkable results. Explore case studies showcasing how companies like yours leveraged Search My Expert to: Develop innovative mobile apps that reached millions of users globally. Design and implement cutting-edge marketing campaigns that drove significant lead generation and sales growth. Optimize their website and online presence, resulting in improved search engine ranking and brand visibility. Best Practices and Tips for B2B Outsourcing Mastery Ongoing Relationship Management: Foster a strong working relationship with your outsourcing partner based on mutual trust and open communication. Embrace Cultural Differences: Celebrate diversity and be mindful of cultural sensitivities to create a harmonious and productive working environment. Utilize Available Resources: Search My Expert provides valuable resources like blog articles, webinars, and FAQs to equip you with essential outsourcing knowledge. Monitor Progress and Metrics: Regularly review project progress and track key performance indicators (KPIs) to identify areas for improvement and ensure project goals are met. Additional Resources and Support at Your Fingertips Search My Expert goes beyond simply connecting you with the right partner. We offer a range of additional resources and support to ensure your outsourcing journey is a smooth and successful one: Dedicated Account Managers: Benefit from personalized guidance and support from our experienced account managers, who are available to answer questions, address concerns, and guide you throughout the process. Customer Support Channels: Reach out to our dedicated customer support team via phone, email, or live chat for immediate assistance with any technical issues or platform questions. Learning Center: Expand your knowledge with our comprehensive Learning Center, offering informative articles, tutorials, and guides on various outsourcing topics. Embracing the Future of B2B Digital Outsourcing with Confidence Outsourcing your B2B digital services on Search My Expert opens doors to a world of possibilities. By equipping yourself with the knowledge and strategies outlined in this guide, you can overcome common challenges, maximize the benefits of outsourcing, and achieve remarkable results. Remember, Search My Expert is your partner in success, providing the tools, resources, and support you need to navigate the outsourcing landscape with confidence and unlock the full potential of your digital endeavors. Take the First Step Toward B2B Outsourcing Success: Visit Search My Expert today and browse our diverse pool of qualified and experienced outsourcing partners. Discover how our platform can streamline your search, connect you with the perfect match, and empower you to take your business to the next level. Don't let the fear of challenges hold you back from harnessing the power of B2B digital outsourcing. With Search My Expert as your guide and resource, you can overcome any hurdle and unlock a world of digital possibilities for your business.
download quickbooks desktop image
By Editorial Team 16 May, 2022
Here is the list of all QuickBooks versions to download from 2006 to 2022 including QuickBooks Desktop pro, premier, Enterprise and QuickBooks Point of sale (POS) trial versions.
download qb 2016 versions
By HelpDesk 16 May, 2022
Many factors make Quickbooks 2016 a better option, but the most essential part is the reliability and stability. Let's know more about how to download quickbooks 2016 and more in this guide.
download qb 2018 versions
By HelpDesk 16 May, 2022
And QuickBooks Pro 2018 is a product that is well-suited for small businesses. If you have less than twenty employees and have a turnover of one million per year, QuickBooks Pro 2018 is the best software for you. Download now!
download qb 2017 versions
By HelpDesk 16 May, 2022
The QuickBooks 2017 is one such update! Launched in 2017, this version offers a range of user-friendly advancements while still retaining the basic functions of the QuickBooks software. Download now!
download qb 2014 versions
By HelpDesk 16 May, 2022
QuickBooks 2015 version has been designed keeping in view the changing needs of small businesses. The prime motive of the software is to make accounting easy. Download now!
download quickbooks 2014 versions
By HelpDesk 16 May, 2022
QuickBooks 2014 is the latest version of the software, and it includes new features and improvements over previous versions. Download Now!
download quickbooks 2013 versions
By HelpDesk 16 May, 2022
QuickBooks 2013 has many features that make it a valuable tool for business owners, including the ability to track sales and expenses, create invoices and reports, and manage inventory. Download now!
download quickbooks 2012 versions
By HelpDesk 16 May, 2022
QuickBooks 2012 is a software program that helps you manage your finances and keep track of your business expenses. It allows you to track inventory, customers, sales, and more. QuickBooks 2012 is a great tool for small businesses and can help you save time and money. Download now!
Share by: