Call QBO technical support if they don’t.Run a Profit & Loss Report for all dates and a balance sheet for all dates in both QBO and QuickBooks.Now, you will need to run some reports to make sure everything converted properly.
When it’s done, you will receive a confirmation email with a link to sign in. Transferring a data usually takes only about 10 minutes. Just be sure to select the right one.īe careful! Importing data into an existing company file will erase any data that you may have already entered! If you have already created a QuickBooks Online account, sign in and select the company you want to export to. Click “ create a new QuickBooks Online company”, and click Continue. If you don’t have a QuickBooks Online account, you can create one. Create a QuickBooks Online account or select an existing company Once the update is complete, click the “ Company” Menu, then choose “ Export Company File to QuickBooks Online”Īre you a Mac user? If using QuickBooks on Mac, go to File, then export, then choose QuickBooks Online. Make sure you install the latest software updates in your version of QuickBooks desktop. Be sure to follow these steps before you switch. Transferring your data to QuickBooks Online is easy, and it won’t affect your original copy of the file. I’ll show you how to convert QuickBooks to QuickBooks Online. Are you ready to move your bookkeeping to the cloud? If you have been using QuickBooks Pro or Premier, it may be time for you to use QuickBooks Online so that you can have anytime anywhere access to your books and take advantage of the latest apps.
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