How do I convert my data and files from QuickBooks desktop to QuickBooks Online?

Pete Real2024-07-02T07:22:05-07:00The process of converting your data from QuickBooks to QuickBooks Online Advanced can be simple or more complicated depending on what version you are trying to convert from, what data you are trying to convert over, and the amount of data that you have.  Many times companies try to convert their data thinking that it will be quick and simple only to find out that it created a mess that takes a lot of time to clean up. Additionally, QuickBooks Online is not for everybody, and for certain types of businesses, it can actually turn out to be more expensive than what they were using and remove features that are essential to your business.  Your company data is very important and because of this, we strongly recommend calling us at 866-949-7267 and setting up a free consultation with one of our experts before you choose to move from desktop QuickBooks to QuickBooks Online Advanced. Some of the things that need to be discussed prior to moving to QuickBooks Online are:

• Current version and product that you are converting from (Pro, Mac, Premier, and Enterprise all have different things to consider prior to converting)
• Company file size and targets
• Your type of business, current features that you use, and what you are expecting to get from QuickBooks Online
• Additional products that you are using (or plan on using) such as Intuit Payroll, QuickBooks Time, Intuit Payments, or other 3rd party applications
• The time frame for having your data converted

All these questions need to be taken into consideration to make sure you have a smooth data conversion to QuickBooks Online and that it is a positive move and enhances what you are doing vs unnecessarily making things more difficult. We have had MANY consultations with people that were set on moving to QuickBooks Online and then decided to stay on desktop QuickBooks after discussing what would change for them. If moving to QuickBooks Online makes sense, there are a couple of different ways you can transfer data:

1. Do it yourself - We can get you all the steps to take based on what you are looking to do and can connect you with 3rd party apps that can backfill some of the functionality that you had in the desktop version if needed.
2. Set up a free data migration session for you - We would usually do this if you have a larger file or a more complicated data transfer
3. Have your data professionally converted - We have access to a very low-cost data conversion service based on file size and the data you need to be converted.  this allows you to be "hands off" and have your new file set up and ready to go.

Have more questions or need help?  Just give our experts a call at 866-949-7267 and we can set up a free consultation to help get you the answers.  If you would like to try QuickBooks Online Advanced free for 30 days, just click the free trial link below and we will send you to full-access copy so that you can test drive it for yourself.