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Planning a step-by-step transition from QuickBooks Desktop to QuickBooks Online (QBO)? This guide outlines each important stage of the process for a smooth migration.
Step 1: Prep Your QB Desktop File
Make sure you're using the latest Desktop version, then clean up data. Reconcile accounts, run the integrity check (File → Utilities → Verify Data), remove unused items and custom fields, and create a backup.
Step 2: Verify Eligibility
Only certain U.S. Desktop versions support direct migration, and there are company size limits. Check QuickBooks’ migration page for confirmation.
Step 3: Export via Migration Tool
In QBO, click Settings → Import Data → QuickBooks Desktop, then upload the .QBB file. Select which data to include: chart of accounts, customers, vendors, and so on.
Step 4: Post-Migration Review
After migration, reconcile ending balances, review accounts receivable and payable, recheck transaction lists, and confirm payroll history if needed.
Step 5: Customize Within QBO
Use Jet Reports or Fathom for reporting features that Desktop had. Set user permissions and connect to apps for payment, time tracking, inventory, and more.
Step 6: Training and Documentation
Train your staff on the QBO workflow. Document access steps for both the browser and the desktop app.
Read More:https://qbookassist.com/quickbooks-error-6123/
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