learnnomad.blogg.se - How to upgrade quickbooks online

#How to upgrade quickbooks online how to#
#How to upgrade quickbooks online plus#

If your reports match, you can get started with QuickBooks Online.

Run the same report on accrual basis in QuickBooks Online.

Run a report, such as profit and loss, on accrual basis in QuickBooks Desktop.

You can run one of your financial reports to check if your import is successful.

Select the Choose online company▼ dropdown, then select the QuickBooks Online company you want to be replaced by your company file.ĭid you get an error? Check out how you can fix them so you can get back to moving to QuickBooks Online.

On the export window, select Get started.

Press Ctrl + B + Q, then select OK to display the export window.

On your keyboard, press Ctrl + 1 to open the Product Information window.

Or switch to QuickBooks Online Advanced instead, which has powerful tools like smart reporting and accelerated invoicing.ĭeep dive into QuickBooks Online Advanced features using our test company. If you want to keep using these features in Enterprise, learn about cloud-enabled QuickBooks Desktop Enterprise. If you use advanced features (such as advanced reporting and advanced inventory), we recommend starting fresh because some of your data won't be converted. QuickBooks Desktop Enterprise Do you use Enterprise's advanced features?

Select Yes, go ahead and replace the data, then select Replace.

Enter “Agree” in the text field, then select Replace.

Select the Choose online company▼ dropdown, and choose the QuickBooks Online company you want to be replaced by your company file.

#How to upgrade quickbooks online plus#

Note: Only QuickBooks Online Plus and Advanced can track inventory.

Select No if you want to set up new items later in QuickBooks Online.

Select Yes to bring them over, then specify the as of date.

If you track inventory in QuickBooks Desktop:.

Go to the Company menu, then select Export Company File to QuickBooks Online.

Note: You need to use the QuickBooks Desktop file restoration tool to convert your file if you’re using a version older than 2018. Step 2: Import your desktop file to QuickBooks Online

Check if your company file isn’t too big to export.

Some of your lists and reports won't be converted because of feature differences.

Move your lists instead of your company file if you already set up payroll in QuickBooks Online.

You can only move a company file within 60 days after signing up to QuickBooks Online.

#How to upgrade quickbooks online how to#

Moving from QuickBooks for Mac instead? Learn how to move your QuickBooks for Mac file to QuickBooks Online.