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INTUIT QUICKBOOKS PRO 2014 REVIEW HOW TO

You will, however, get an improved audit trail with QuickBooks Online going forward. Audit trail: There’s nothing you can do about your past audit trail other than retain a copy of your desktop version and the information contained in it.

Once that’s done, rebuild them in QuickBooks Online by creating recurring sales receipts.

Recurring credit card charges: You’ll need to cancel your existing recurring credit card transactions in the Merchant Center.

If you need access to prior reconciliation reports, you can still get them from your desktop version as long as you don’t delete the files.

Bank and credit card account reconciliation reports: Once you convert to QuickBooks Online, you’ll need to start your reconciliations from where you last ended them.

While most of your data will import when switching from QuickBooks Desktop to Online, there are a few items that won’t convert, including: What’s not imported when you move from QuickBooks Desktop to QuickBooks Online? QuickBooks Desktop and QuickBooks Online are two separate platforms that aren’t compatible with one another. You cannot use QuickBooks Desktop and QuickBooks Online for the same company. Frequently Asked Questions (FAQs) About Switching From QuickBooks Desktop to Online Can you use both QuickBooks Desktop and QuickBooks Online? The good news is that you’ll be able to skip a few of the lessons because you’ve already imported much of your company’s data from QuickBooks Desktop.

INTUIT QUICKBOOKS PRO 2014 REVIEW HOW TO

The three lessons below will teach you how to import the worksheets you created above as well as how to input items manually into your QuickBooks Online company:įit Small Business has also created a free QuickBooks Online course that includes 46 video tutorials and written step-by-step instructions. How To Import Lists Into QuickBooks Onlineįit Small Business has an online tutorial to help you learn how to use QuickBooks Online efficiently to manage your business. Tip: Sort your Excel worksheet by the Type column to group your items by type and make deleting lines faster. How to Export Lists From QuickBooks Desktopīy exporting the following lists from QuickBooks Desktop to Excel, you can save hours of data entry in your new QuickBooks Online company: Second, import the Excel spreadsheet into your QuickBooks Online company. First, export the lists from Desktop as an Excel spreadsheet. Transferring lists from QuickBooks Desktop to QuickBooks Online is a two-step process. However, you can’t transfer past transactions in this manner, so you’ll need to input beginning balances. This will transfer your chart of accounts, customers, vendors, products, and services. If your conversion was successful, you’re done.Īn alternative to converting your Desktop file to an Online company is to export important lists from your QuickBooks Desktop company and import them into your QuickBooks Online company. For instance, this may happen if you have over 350,000 targets or your desktop file is corrupt. Tip: Exporting lists from Desktop and importing them into Online is only necessary if you were unable to convert your Desktop file using the seven steps above. Use the following seven steps to convert QuickBooks Desktop to QuickBooks Online: If you use QuickBooks Enterprise, Intuit also has conversion instructions for QuickBooks Enterprise. For QuickBooks Mac, you can follow Intuit’s conversion instructions for QuickBooks Mac. The steps discussed in this article are for converting a QuickBooks Desktop file to QuickBooks Online from QuickBooks Desktop Pro, Premier, and Accountant. QuickBooks provides a list of Desktop features and a description of how those features will transfer to QuickBooks Online. Most information from QuickBooks Desktop will transfer automatically to QuickBooks Online, although some features in Online are named differently and might not work exactly the same. If you’re unsure about whether the switch to QuickBooks Online is right for your company, read our article that compares QuickBooks Online to Desktop to find out more. QuickBooks Desktop is usually faster for experienced bookkeepers, has more options available for dealing with inventory, and can report estimated versus actual job costs. Things To Consider Before You Convert QuickBooks Desktop to OnlineĪlthough we rated QuickBooks Online as the best small business accounting software, there are a few distinct advantages to QuickBooks Desktop over QuickBooks Online.