QuickBooks is great accounting software available in desktop as well as the online version. The online version has imparted much more flexibility to the user to work on data globally which has seen a number of users migrating towards the online version. For the same, we provide you with the detail of critical information on convert QuickBooks Enterprise to online. Keeping the details of the blog handy will help you during the process. Know the in-depth of how to convert QuickBooks enterprise to online by reaching out to the QB team on 1.800.417.5147.
Review the critical information before you convert QB enterprise to online
It is important to know that the import process of QuickBooks Desktop data occurs within the first 60 days of your QuickBooks Online company start date.
1. On importing, the Desktop file will replace your Online file and overwrite any existing information.
2. Backup of your data file in QuickBooks Desktop must be kept and maintain your transactions on both sets of books.
3. Certain information may not be imported when you move your file.
4. Be aware of the import limitations and feature differences between QuickBooks Desktop and QuickBooks Online before making the shift.
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Note: QuickBooks Desktop version older than 2016, download and install an updated trial, restore your company file, then use it for conversion.
5. Administrator login should be used in both your QuickBooks Desktop file and the QuickBooks Online account.
6. Go through the conversion process from QuickBooks Desktop company file, not from QuickBooks Online.
7. In case of Payroll in QuickBooks Online is turned on, don't attempt to convert your file.
8. The sales tax filings must be current before you convert QuickBooks enterprise solution to QuickBooks online. Though you may need to make adjustment entries to sales tax filings after conversion.
9. QuickBooks file must not be over the target limit of 350, 000. To check, press Ctrl+1 on your keyboard, then look for Total Targets. If the file is over the target limit, you'll only be given the option to import your lists and/or balances when exporting. Condense the file option is available to reduce the total targets.
10. If you receive any errors while importing, you can fix errors when converting to QuickBooks Online.
How to verify the imported data after you Convert QB Enterprise to QBO?
Once you convert QuickBooks enterprise to Online, next you have to verify the imported data which is done by following the steps listed below:
1. The exported data access any reports from the Balance Sheet, Profit and Loss, and other features.
2. Access the required Reports.
3. Now, you need to click on Reports from the Date drop-down.
4. Click on All.
5. Select OK and check that all information is present in the report.
Finally, we conclude our blog on details about how to convert QuickBooks Enterprise to online. If you come across any error during the same, reach out to the QuickBooks enterprise support team on 1.800.417.5147.
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