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Now, the last step is to keep the QuickBooks running without opening a company file. Prepare the data for export Go to the QuickBooks desktop version. The next step is to then go to the QuickBooks online version and log in using the credentials. After this, you are required to select the option to export the data. Once done, you will be asked a reason for exporting to choose the reason for your choice. Now, you will have to select the option to move the data to the QuickBooks desktop.
Next, two options will open up. Go to the downloaded option and then export the data. You will be required to install Active x on your contact information and you will be notified when data is ready. Finish the export Now, you will have to again go to the QuickBooks online and then select the option to export data. You are required to follow the same steps from mentioned in the above step. After this, you will have to download the exported data.
Now, go to the QuickBooks desktop. Make sure no other file is opened. Next, you will have to download the data from QuickBooks online.
Select a folder to save the downloaded file. Next, you are required to convert the downloaded file. Choose the option for the same Wait till it is finished. Verify if both the files are the same. The next step is to make sure that the files that you have exported have the same data or not. For this, you will be required to check the profit and loss. You are required to run the same file both in online mode as well as desktop mode.
You are required to close the company file on your QuickBooks desktop. Now, you will have to convert the file from online to the desktop again. Now, you are again required to check the reports to make sure they are the same. Related Posts-. Read More ». Methods to troubleshoot Quickbooks error oslu [updated] Read More ».
Troubleshoot Quickbooks error H in easy methods Read More ». The logos, trademark used in website belongs to their official representative. 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 :. Follow the on-screen prompts to save the worksheet so you can import it into QuickBooks Online Later.
Go to the Item List screen by selecting Customers from the top menu bar and then clicking on Item List :.
QuickBooks Online will only import the item types Inventory Part, Non-inventory Part, and Service because other item types are part of workflows that differ slightly between Desktop and Online. Open the Excel workbook you created in the prior step and delete all line entries for items other than the three that will be imported into QuickBooks Online. Tip: Sort your Excel worksheet by the Type column to group your items by type and make deleting lines faster.
The three lessons below will teach you how to import the worksheets you created above as well as how to input items manually into your QuickBooks Online company:. Fit Small Business has also created a free QuickBooks Online course that includes 46 video tutorials and written step-by-step instructions. Be sure to check out a few of our video tutorials to learn the basics of using QuickBooks Online. Find Timothy On LinkedIn. He then taught tax and accounting to undergraduate and graduate students as an assistant professor at both the University of Nebraska-Omaha and Mississippi State University.
He most recently spent two years as the accountant at a commercial roofing company utilizing QuickBooks Desktop to compile financials, job cost, and run payroll. Find Mark On LinkedIn. Mark Calatrava is an accounting expert for Fit Small Business. He has covered more than 50 accounting software for small businesses and niche industries and has developed an in-depth knowledge of the important features of accounting software and how the importance of these features vary by business.
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Learn More. Published April 11, Table of Contents. Step 1. Step 2. Step 4.