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Transfer from QuickBooks Desktop to QuickBooks Online | Housecall Pro Help Center - Step 2: Move your QuickBooks Desktop file to QuickBooks Online
No need to start over again—just move your desktop file to a QuickBooks Online company. Check out all the benefits you get when you move to QuickBooks Online. If you're an accountant, learn how to set up your clients for success with their move to QuickBooks Online.
To watch more how-to videos, visit our video section. Note : You have 60 days from the time you create your QuickBooks Online account to move your data. Note: If the file exceeds the target limit , it can't be converted to QuickBooks Online. The only option is, you can only import lists and balances into QuickBooks Online or start fresh. Note: If you're QuickBooks version is or older, use the QuickBooks Desktop file restoration tool to upgrade your file.
You can then move your data to QuickBooks Online. Note: If you use advanced features such as advanced reporting and advanced inventory , we recommend starting fresh because some of your data won't move to QuickBooks Online. If you want to keep using these features in Enterprise, learn about cloud-enabled QuickBooks Desktop Enterprise. With your company all set up, let's get you started with QuickBooks Online.
For more resources, check out our Getting Started guide. Need to make changes or updates to your accounts or subscriptions? Visit the Account Management Page. QuickBooksHelp Intuit. Watch or follow the steps to get it done:. Was this helpful? Yes No. You must sign in to vote, reply, or post. Sign in for the best experience Ask questions, get answers, and join our large community of QuickBooks users.
Check your current version and release. Note: If you use an older version of QuickBooks Desktop or you don't have access to QuickBooks Desktop, install a trial version of QuickBooks and open your company file.
Learn how features and data move from QuickBooks Desktop to QuickBooks Online.How To Convert QuickBooks Desktop to Online in 7 Steps
I would not hesitate to recommend them to other businesses. I also found out that I had made some mistakes, not understanding that as my business grew deadlines changed and responsibilities increased. Any question or concern is handled most of the time on the same day, sometimes within minutes. COM Facebook Twitter. Facebook Twitter. Initial Considerations Before beginning the data import, there are a few considerations of which to take note to ensure the transfer not only goes smoothly but is, in fact, possible.
Have begun the transfer within the first 60 days of opening your QBO account, as any later will result in an error code note: transferring will also overwrite all existing QBO data. Work from any device - PC, Mac, phone, and tablet. Install on one computer. Multiple users. Maximize tax deductions. Manage cash flow.
Run reports. Create and send estimates. Manage contractors. Enter time. Track inventory. Customize access by role. Business analytics with Excel. Manage employee expenses. Restore company data. All respondents received remuneration. Discount offer: Discount applied to the monthly price for QuickBooks Online is for the first 3 months of service, starting from the date of enrollment, followed by the then-current monthly list price. Your account will automatically be charged on a monthly basis until you cancel.
If you add or remove services, your service fees will be adjusted accordingly. Sales tax may be applied where applicable. To be eligible for this offer you must be a new QBO customer and sign up for the monthly plan by calling Offer available for a limited time only.
You will not receive a prorated refund; your access and subscription benefits will continue for the remainder of the billing period. Offer cannot be combined with any other QuickBooks offer. Terms, conditions, pricing, special features, and service and support options subject to change without notice. Offer terms : Your account will automatically be charged on a monthly basis until you cancel.
Offer only available for a limited time and to new QuickBooks customers. The QuickBooks Online Payroll subscription will terminate immediately upon cancellation. You will not receive a pro-rated refund; your access and subscription benefits will continue for the remainder of the billing period.
QuickBooks Desktop customers : If you are an existing, active QuickBooks Desktop customer you will receive a limited time only offer by calling and purchasing a subscription to QuickBooks Online. Customers must initiate a migration meeting by July 31, The assisted migration offer is eligible to Desktop customers that are migrating their data and setting up QuickBooks Online. The personalized setup offer is eligible to Desktop customers that are migrating their data, as well as those customers who elect not to migrate their data, who are starting new QuickBooks Online accounts, and setting up QuickBooks Online.
Assisted migration and personalized setup is limited to a 1-hour session with a customer success product expert. Intuit reserves the right to limit the number of sessions and the length and scope of each session. Assisted migration results may vary based on business complexity and file size.
Terms and conditions, features, support, pricing, and service options are subject to change without notice. Customers will need to download the app no later than December 31, or before 25, app downloads have been reached, whichever occurs first. App access will expire on December 31, QuickBooks Online Mobile : QuickBooks Online requires a computer with a supported Internet browser see System Requirements for a list of supported browsers and an Internet connection a high-speed connection is recommended.
Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost.
Product registration required. Connect your bank and credit cards : Online services vary by participating financial institutions or other parties and may be subject to application approval, additional terms, conditions, and fees. Receipt capture : Requires QuickBooks Online mobile application. In the end, QuickBooks Online takes advantage of technology to be more fluent between business and everyday life in a meaningful and user-friendly way. The interactive nature of QuickBooks Online with the many tools available to support business growth allows your company to thrive.
View Larger Image. Is it possible to convert QuickBooks Desktop to Online? Like This Article? Related Posts. When exporting from QuickBooks Desktop to QuickBooks online, there are certain details you'll need to know. I must grant a QuickBooks Online support agent Need to make changes or updates to your accounts or subscriptions?
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