Quickbooks Desktop to Online Conversion in Tampa, FL

One of the best qualities to using QuickBooks as accounting software is that it is highly collaborative. Whether you’re working with an accountant or bookkeeper, or just want to give your clients access to their QuickBooks data, there are many ways to share your QuickBooks company file. One of the most common questions we get asked at our support center is how to convert a QuickBooks Desktop company file to QuickBooks Online. We’re here to tell you that it’s actually a very simple process! With the assistance of our experts, we can make sure that accounting data can be accessed through the cloud to your team for easy sharing, collaboration and more.

Collaboration in business is extremely important and this is one of the top reasons we use this system for managed accounting services. The ability for our clients to give us permission to access their books through the QuickBooks online collaboration feature is fantastic. This way, we can help manage and monitor your business finances in real time so that you can make better decisions about where to allocate your resources.

Additionally, because QuickBooks Online is cloud-based, it’s much easier to share data with your accountant or bookkeeper. They can simply log in to their own QuickBooks Online account and have access to all of your company’s financial data. No more emailing or faxing copies of your QuickBooks company file!

Real-time access to financial data: By switching to QuickBooks Online, you and your team will have the ability to access your company’s financial data in real time from anywhere. This is a huge advantage if you have employees who work remotely or are always on the go. As long as there is an internet connection, they can log in and view the latest information.

Easier data sharing with your accountant or bookkeeper: As we mentioned before, QuickBooks Online makes it much easier to share data with your accountant or bookkeeper. They can simply log in to their own QuickBooks Online account and have access to all of your company’s financial data. No more emailing or faxing copies of your QuickBooks company file!

Better security for your data: Since QuickBooks Online is a cloud-based solution, your data is stored off-site on our secure servers. This means that if something happens to your computer, your data will still be safe and sound. Additionally, we have multiple layers of security in place to protect your data from unauthorized access.

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A Guide to Converting QuickBooks Desktop to Online Like a Pro

In light of the current digital paradigm, every other business is shifting to online working modalities, owing to its vast benefits. If you’re a business owner considering to ride the wave of the digital age but are also wondering, “Is it easy to switch from QuickBooks desktop to online?” this article is for you!

In this guide, we have prepared a step-by-step guide to help you migrate your data from QuickBooks Pro, Premier, and Accountant to the online version of QuickBooks.

Step-by-Step Tutorial to Convert QuickBooks Desktop to Online

The core reason businesses are aiming for QuickBooks desktop to online conversion is its online subscription’s affordability and easier integration with other applications.

Follow along to ensure a seamless QuickBooks desktop-to-online conversion.

STEP 1: Ensuring File Size Meets the Standard Requirement
Before you start your QuickBooks desktop to online conversion, you must ensure that your desktop file doesn’t contain any more than 750,000 targets.

A target exceeding the 750,000 limit means that you won’t be able to migrate to online QuickBooks. In this case, you can reduce your targets by condensing your QuickBooks desktop file. To do so, select ‘file,’ then go to ‘utilities,’ and choose ‘condense data. However, if condensing your data doesn’t reduce your file targets, then you will have to export only specific important data like account balances and lists.

STEP 2: Update and Create Backups of Your Desktop File
When opting for a QuickBooks conversion from desktop to online, it is highly recommended to update your desktop file. The reason is that new bank accounts, inventories, and payrolls aren’t always immediately updated to the software, which can lead to incomplete information being transferred to your online QuickBooks.

Apart from keeping your data up to date, create backups to avoid any unforeseeable circumstances like lost or misplaced data. To create a backup file, go to ‘file,’ select ‘backup company,’ and choose ‘ create local backup.’

STEP 3: Time to Export Your Data to Online QuickBooks
To start with the main process, go to the menu bar and select ‘company,’ then choose ‘Export Company File to QuickBooks Online’ from the list of options displayed. As you get done with these steps, a prompt will appear on your screen to kickstart the migration process.

If you already have a QuickBooks online account, then click on ‘Get started.’ But if you don’t have an online account, you can try their 30-day free trial to observe how it operates and if it suits your company’s needs.

STEP 4: Sign in or Create a New QuickBooks Online Account
Once you’ve transferred your data to QuickBooks online, you must either sign in to your existing account or create a new one. When creating a new account, you’ll be directed to the QuickBooks online product page to select the best one from different versions.

While signing up, you’ll have to add details of your company’s name, business type, and description. Upon entering all details, you can take up a 30-day free trial or a 30% discount on your first three months.

STEP 5: Export Data to QuickBooks Online
Once you’re done setting up your account, transfer all your data to online QuickBooks. After some time, depending on your file size, you’ll receive an email regarding the completion of your QuickBooks desktop to online conversion.

As you receive the email, tap the ‘complete your setup button’ to log in to your online account and get working!

Seamless Transition – QuickBooks Conversion from Desktop to Online

If you have been contemplating switching to online QuickBooks and are wondering, “Is it easy to switch from QuickBooks desktop to online?” this guide will help you make this transition as seamless as possible.

Need help after you’ve successfully migrated to online QuickBooks? At Retanaco Accounting, our dedicated team of experts ensures that your data is accurately converted, enabling you to benefit from all the impressive features that QuickBooks has to offer.

Let's work together!

QuickBooks Online is a great way to share your company’s financial data with your team. With the help of our experts, we can make sure that your data is converted correctly and that you are able to take advantage of all the collaborative features that QuickBooks Online has to offer. Contact us today to get started! Our teams can guide you through the process of QuickBooks Desktop to Online Conversion.

QuickBooks Q&A
Why are companies switching to QuickBooks online?

Companies are shifting to use QuickBooks online due to its advanced features like improved security, smart integration, automatic backups, ease of access, and collaboration.

Can we use QuickBooks Desktop and Online version together?

QuickBooks Desktop and Online are two different incompatible platforms and, hence, cannot be operated by the same company.

Is the conversion of QuickBooks Desktop to Online a good choice?

Yes, the conversion of QuickBooks Desktop to Online is a good choice, owing to its affordability, ease of integration with other software, and cloud access.

Is it easy to switch from QuickBooks Desktop to Online?

Yes, it is a relatively easy process. The only thing users may face trouble with is meeting the desired target file limit. Otherwise, the procedure is easy.

What are some amazing features of Online QuickBooks that make it stand out?

The Online QuickBooks is packed with some amazing features, like,

  • Automatic updates
  • Access to premium support
  • Track events with tags
  • Track invoices from your phone
  • Receive mobile alerts
  • Automated payroll and track time
Should I download software for Online QuickBooks?

After you convert QuickBooks desktop to online, you do not require separate software to access QuickBooks online as it’s connected to the cloud, which means you can operate it from any device.

How do I migrate my desktop data to QuickBooks Online?

You can migrate your data to QuickBooks Online by going to the menu bar, selecting ‘company,’ and then choosing ‘Export Company File to QuickBooks Online’ from the list of options displayed.

Can I connect my QuickBooks Payment to Online QuickBooks?

If you already have a QuickBooks Payment account, you can easily integrate it with your online QuickBooks account.