Are you looking for ways to convert your QuickBooks Desktop to Online? Then you have landed in just the right place. In this blog, you will find are providing a detailed step-by-step guide that will help you in converting your QuickBooks Desktop to QuickBooks Online in the right way. Before you begin with the procedure, there is a list of things that first need to be done. In order to find out what is to be done and to start with the procedure of converting your QuickBooks, read this blog further.
Converting Your QuickBooks Desktop to Online
This is what you need to do prior to Converting QuickBooks Desktop to Online
⦁ Keep your QuickBooks Desktop updated to the newest version available because with an outdated version you will be facing issues in the importing of your data to QuickBooks Online.
⦁ You need to import your data from QuickBooks desktop, which is only possible within 60 days of the starting date of your QB online.
⦁ You are recommended to keep your data file stored in QuickBooks Desktop and manage your transactions in there till the time you decide on QuickBooks Online for your business.
⦁ You are required to read the drawbacks of importing before you do it. You need to take a decision now.
⦁ Get yourself logged in as the administrator in QB Desktop and also in Online.
⦁ When you are importing your QuickBooks Desktop to QuickBooks online, if might face an issue, you need to fix this first and then try to import it again.
Steps to Convert QuickBooks Desktop to QuickBooks Online
Go through the steps provided below in the ascending order so as to start converting your QuickBooks Desktop to QuickBooks Online right away.
1: Exporting the Company Data
⦁ Firstly, choose your version of QuickBooks.
⦁ Then you have to look for and open the file that you want to export.
⦁ Go to Company, and from here, choose the Export Company File to QuickBooks Online.
⦁ Go forward with the instructions provided on your screen.
⦁ Please See that if you are not able to find the Export option on your QuickBooks, it implies that there are some updates pending. In this case, you need to first install the updates.
2: Open the Company File
⦁ For opening the Product Information, Press the Ctrl+1 key.
⦁ Next, you need to press and hold the Ctrl button and then press the B+Q keys.
⦁ Select OK and close the Product information.
⦁ Read the instruction on the screen for connecting to QB Online.
3: Importing Data in QuickBooks Online
⦁ Firstly, you have to get logged in to your device as the administrator.
⦁ Thoroughly read the terms and conditions and choose Agree.
⦁ You have to sign in to your QuickBooks Online account.
⦁ Choose the QuickBooks Online Company in which you want your data imported. A new company can also be created right away.
⦁ Tap on the OK key to start the process of importing. The import can last up to one whole day for completion.
How to Fix Issues While Converting Your QuickBooks Desktop to QuickBooks Online
It is an easy task to Convert your QuickBooks Desktop to Online if you do not encounter an issue. But there are times, certain things do not go as you want them to and this is where the problem arises. If you are coming across any such issue and cannot finish the conversion of your QuickBooks to online, then continue reading this blog. Below we have provided all the issues and errors along with the solutions that QB users might face while converting their files from QB desktop to QB online.
QuickBooks cannot Connect the Database Issue
This issue might be arising due to various reasons. An example is, when you have different versions of QuickBooks, or if you are not logged in as the administrator on your computer, an interruption of antivirus, etc.
These issues can be fixed by following the solutions provided below:
Solution 1: Log in as an admin and enter your administrator credentials
For being able to convert QuickBooks Desktop to QuickBooks Online, you should be logged in as an administrator on your device. This is how it can be done.
⦁ Click on the Ctrl+R keys on your keyboard to open the run window
⦁ Enter the Control Panel for opening the same.
⦁ A drop-down list appears, from there, choose the Small Icons option.
⦁ Next, choose the User Accounts to tab and press on Manage another account.
⦁ You need to log in as an administrator, if you are not, then switch user to the admin.
Solution 2: Resolve the “Your File Size Is Too Big” Issue
⦁ Click on the F2 key and check the file size.
⦁ Ensure that the file doesn’t exceed its limit.
Solution 3: Ensure that There is No Duplicate File Name
If more than one company file exists having the same name, then you need to rename the company file or delete the file. Follow the steps provided below to do it:
⦁ Go to the company file and choose the Company Operations.
⦁ Now choose the Open Existing Company.
⦁ Next, check the Existing Company data window for the file names. If the same company file name exists, you then have to rename or delete it.
Solution 4: Fixing Any Data Error
⦁ Click on the company File and select the Company Operations.
⦁ Now choose the option of creating a new company and then click on next. Then the file needs to be named with something unique and different.
With the new test file, if you do not get the same issue, then you need to go to your company file and follow the steps mentioned below:
⦁ Open the file and choose the Company Operations.
⦁ Under the backup option, click on restore and choose next.
⦁ Next, choose the option of “Browser to an alternate backup file”.
⦁ Click on browse and navigate your company name.
⦁ Choose the db file and open it.
⦁ Lastly, you need to rename this file with a new and unique name.
⦁ Click on the OK key for applying the changes.
If you are not able to export the data, there may be an error in network drive. This kind of an issue usually happens when trying to export QuickBooks desktop company files from a multi-user mode. This issue can be solved by following the steps mentioned below:
⦁ Press the Ctrl+1 or F2 Key on your keyboard that opens the window of Product Information on your QuickBooks to check the size of your company file.
⦁ Now, close the QuickBooks Desktop application and then copy the company file to the C:\ Drive on your computer.
⦁ Now, in the QB Desktop, open the company file.
⦁ In the File menu, click on “Switch to single-user mode.
⦁ The file needs to be exported again.
⦁ Go to the File menu and choose Utilities.
⦁ Press the Copy Company File for the option of QuickBooks Online.
We hope that you have followed the mentioned procedures in the above blog, and you have been successful in converting of your QuickBooks Desktop to Online. However, if you still continue to face any kind of issue or problem out of this guide due to some reasons, you are free to contact the QuickBooks Support experts for resolving it.
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