If you're a business owner using QuickBooks Desktop, there's a good chance you've heard about the benefits of switching to QuickBooks Online. In today's fast-paced, cloud-first world, many companies are choosing to migrate from QuickBooks Desktop to QuickBooks Online to gain flexibility, remote access, and seamless integrations with other business tools.
In this guide, we'll walk you through the full process to migrate from QuickBooks desktop to online, the benefits of making the switch, and how to ensure a smooth transition. If you’re looking for help right away, feel free to call our migration experts at 855-749-2321.
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Why Migrate from QuickBooks Desktop to QuickBooks Online Plus?
QuickBooks Online Plus offers all the core features of QuickBooks Desktop—plus more. Here’s why businesses are making the move:
Access Anytime, Anywhere
With QuickBooks Online, you can log in from any device with internet access—desktop, laptop, tablet, or smartphone.
Automatic Backups
No more manual saves or worrying about data loss. QuickBooks Online securely backs up your data automatically.
Real-Time Collaboration
Your accountant, bookkeeper, or team members can all access the same data simultaneously—no more file transfers or version conflicts.
Easy Integrations
QuickBooks Online connects seamlessly with hundreds of apps like PayPal, Shopify, Square, and more to streamline your workflow.
Read Also - QuickBooks Desktop 2022 Discontinuation
Things to Know Before You Migrate
Before starting your migration from QuickBooks Desktop to Online, here are a few tips:
- Ensure your QuickBooks Desktop data is clean and up-to-date.
- Backup your desktop company file.
- Only QuickBooks Desktop versions 2018 or later are eligible for direct migration.
- You may lose some non-essential customizations, like certain reports or templates.
- Not all features from Desktop are available in Online, so review what will and won't transfer.
Need expert guidance? Call us now at 855-749-2321 for a free consultation.
How to Migrate from QuickBooks Desktop to QuickBooks Online
Follow these simple steps to successfully migrate from QuickBooks desktop to online:
Step 1: Prepare Your Desktop Data
- Open your QuickBooks Desktop file.
- Run and review financial reports to confirm accuracy.
- Reconcile all accounts.
Step 2: Sign Up for QuickBooks Online Plus
- Visit the official QuickBooks website.
- Choose the QuickBooks Online Plus plan.
Step 3: Launch the Migration Tool
- In QuickBooks Desktop, go to Company > Export Company File to QuickBooks Online.
- Follow the on-screen instructions to start the export.
Step 4: Sign In to QuickBooks Online
- Log into your QuickBooks Online account when prompted.
Step 5: Choose Your Preferences
- Select whether you want to bring over inventory using FIFO method.
- Choose your start date and data preferences.
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Step 6: Complete the Import
- Once complete, QuickBooks will notify you via email.
- Log in to QuickBooks Online and review your data.
Tip: Always compare key reports like the Profit and Loss statement, Balance Sheet, and Trial Balance to ensure data accuracy after migration.
Common Questions About QuickBooks Online Migration
1. Will I lose my historical data?
No. All historical data from the current fiscal year and one prior year transfers. Older data can be manually archived or referenced from the desktop file.
2. How long does the migration process take?
Most migrations are completed in 30–60 minutes, but larger files may take longer.
3. What happens to my QuickBooks Desktop license?
You still own it. Many businesses keep it for backup or reference purposes.
Need Help with the Migration? Call 855-749-2321
Migrating from QuickBooks Desktop to QuickBooks Online doesn't have to be stressful. Our certified QuickBooks ProAdvisors are here to make the transition smooth and accurate. Whether you run a small business or a growing enterprise, our team can ensure nothing is lost in translation.
Call now: 855-749-2321 for expert migration assistance.
Read Also - QuickBooks Desktop 2022 support ending
Final Thoughts
Making the move to QuickBooks Online Plus brings scalability, convenience, and peace of mind. If you're ready to migrate from QuickBooks Desktop to QuickBooks Online, use this guide or reach out to our experts for hands-on support.
Don't wait—make the switch today and take your accounting to the cloud.