Hi, @brendanharper32
To enjoy the advanced features of QuickBooks Online, you might want to migrate QuickBooks Desktop to Online. Don’t worry; we will help you. Follow the steps mentioned below to ensure the data from one version to another is transferred without any damage.
Step 1: Prepare Your QuickBooks Desktop Files
- Ensure to get the most recent version of QuickBooks.
- Check if the company file is larger than the recommended size, 750,000.
- Get a print copy of your Sales Tax Liability report. Once you move, you'll need to enter adjustment entries.
Step 2: Transfer the Desktop File to the Online Version
There are different steps to migrate QuickBooks Desktop to Online for Windows and Mac, as well as different versions of QuickBooks Desktop. So, you must check our detailed article on the same for all the versions.
Step 3: Finally, Use the QuickBooks Online Features
After transferring to the Online version, you need to set up certain things. Therefore, as suggested before, you must visit our detailed guide.
- Connect your bank or credit card account to QuickBooks.
- Easily create and send invoices to your customer in the Online versions.
- Track your bills quickly and learn how you can pay them in QB.
- Finally, get started with QuickBooks Online.
