![]() If you use QuickBooks Enterprise, Intuit also has conversion instructions for QuickBooks Enterprise. The following are the seven steps to convert QuickBooks Desktop to QuickBooks Online. Open your QuickBooks Desktop file and press F2 to determine the total target count. If your file exceeds the maximum 350,000 targets, you can try to reduce the targets by condensing your QuickBooks file. If condensing doesn’t work, you’ll have to settle for transferring lists (explained later) instead of doing a conversion. 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 350,000 targets or your desktop file is corrupt. ![]() ![]() If your conversion was successful, you’re done.Īn 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. However, you can’t transfer past transactions in this manner so you’ll need to input beginning balances. ![]() Transferring lists from QuickBooks Desktop to QuickBooks Online is a two-step process. First, export the lists from Desktop as an Excel spreadsheet. How to Export Lists From QuickBooks Desktopīy exporting the following lists from QuickBooks Desktop to Excel Spreadsheets you can save hours of data entry in your new QuickBooks Online company: Second, import the Excel spreadsheet into your QuickBooks Online company.
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