Moving Your Books From Quickbooks Desktop to Quickbooks Online

To convert from QuickBooks Desktop to QuickBooks Online, you'll need to export your data from QuickBooks Desktop and import it into QuickBooks Online. Here are the general steps:

1. Prepare your QuickBooks Desktop file for conversion: Check for and resolve any data issues, such as missing or incorrect information.

2. Export your data from QuickBooks Desktop: Go to File > Utilities > Export > Lists to IIF Files. This will export your data into IIF (Intuit Interchange Format) files, which can then be imported into QuickBooks Online.

3. Import your data into QuickBooks Online: Go to the Gear icon > Import Data > Local File. Select the IIF files that you exported from QuickBooks Desktop, and then follow the steps to import your data.

What Is the Difference Between QB Desktop and QBO?

QuickBooks Desktop (QBD) and QuickBooks Online (QBO) are both accounting software products offered by Intuit, but there are several differences between the two. Here are some of the main differences:

1. Accessibility: QBO is cloud-based software, which means you can access it from anywhere with an internet connection. QBD is a desktop software that must be installed on a computer.

2. Updates: QBO is updated automatically and automatically provides new features, while updates to QBD are released annually and must be manually installed.

3. User interface: QBO has a more modern and user-friendly interface compared to QBD.

4. Customization: QBD has more customization options and can handle more complex accounting scenarios than QBO.

5. Collaboration: QBO has built-in collaboration features that allow multiple users to work on the same data simultaneously, while QBD does not.

6. Cost: QBO is typically less expensive than QBD, especially for businesses with multiple users.

7. Data storage: QBO stores your data in the cloud, while QBD stores data on your computer's hard drive.

8. Security: Both QBD and QBO are secure, but QBO may have additional security features, such as automatic backups, as it stores data in the cloud.

Ultimately, the choice between QBD and QBO will depend on your business's needs, budget, and preferences. Consider the size of your business, the complexity of your accounting needs, and the level of customization and collaboration you need, among other factors, when making your decision.

Some Items Don't Move Automatically From QB Desktop to QBO

Yes, that's correct. Some items may not move automatically from QuickBooks Desktop (QBD) to QuickBooks Online (QBO) when converting your data. Here are some items that may not move automatically:

1. Customized reports: QBD and QBO have different report templates, so any customized reports you created in QBD will not move over to QBO.

2. Customized forms: If you've created custom forms in QBD, such as invoices or purchase orders, you'll need to recreate these in QBO.

3. Attached files: Any attachments, such as scanned receipts or PDFs, will not move over to QBO automatically.

4. Custom fields: If you've created custom fields in QBD, these will not move over to QBO automatically.

5. Custom user permissions: User permissions in QBD and QBO are set up differently, so any custom user permissions you've set up in QBD will not move over to QBO.

6. Budget data: Budget data in QBD may not convert to QBO automatically, as the budgeting features in the two products are different.

It's important to review your data and make any necessary adjustments after converting from QBD to QBO. You may also consider reaching out to a QuickBooks-certified ProAdvisor for assistance with the conversion process.

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