Move QuickBooks Desktop File to QuickBooks Online, Convert & Migrate

by James Antonio

QuickBooks provides you a unique way to manage the business with strategy and security. QuickBooks Online is also known for its best features. You can access QuickBooks online from anywhere anytime; however, QuickBooks Desktop is widely used. Many users are using QuickBooks Desktop and while working they also need to convert QuickBooks Desktop to QuickBooks Online.

QuickBooks Desktop File to QuickBooks Online

The below article informs you about the process of converting QuickBooks Desktop to QB online.

What are the Benefits of Converting QuickBooks Desktop File to QuickBooks Online?

  • Reports can be easily compared to the previous year to the current year.
  • Importing data to the online version is not chargeable.

How to Move QuickBooks Desktop File to QuickBooks Online

QuickBooks Online is used by every small and medium-sized business owner, also is one of the most useful edition. QuickBooks Online can be accessed from anywhere to make the work easier. Even you can back up the data anywhere anytime. Below are the methods to convert QuickBooks Desktop to QuickBooks Online.

Method 1: Verify Data

In this method first, you need to verify the data. To do so follow the below points

  • Go to File >> Utilities >>> Verify.
  • If there is any issue occurred while verifying the data then you will be asked to Rebuild the data.
  • After rebuilding the data, again verify to see if the issue has been resolved or not.

Method 2: Save Company file in QuickBooks Online format

Open the QuickBooks Desktop and create the company file copy which is compatible with the QuickBooks online. To do the same, go to options Files >>> Utilities >>> and finally go to Copy Company files option for QB online. Now, save the file on your Desktop. It helps to create a new QuickBooks file with the extension “OE.qbw”.

Method 3: How to import QuickBooks Desktop to QuickBooks Online

Once the above two steps are done then you can easily import QuickBooks Desktop to Online via Internet explorer.

  • Go to option “Company” >>> select option “more” >>> and at last select Import QuickBooks Desktop Data.
  • Now select the option “File” which you want to import and let the process complete.
  • Once the importing process finished, you will get a confirmation email.

Convert QuickBooks Desktop File to QuickBooks online

Convert QuickBooks Desktop File to QuickBooks online

Step 1: Checking the File Requirements

  • You can import data to QuickBooks within 60 of subscription. If it is more than 60 days then try for the below steps.
  • Convert the subscription to 180 days.
  • Using the new email setup to QuickBooks Online subscription verify the data.

Step 2: Preparing the Data

  • Before proceeding ahead, finish all your outstanding tasks such as bank accounts, inventory, and payroll, etc.
  • Update your complete data before converting, here you can also delete the unwanted data.
  • Take the back up of your data in the data file. Now, in the QuickBooks Desktop file go to File option >>>backup company >>>Create local backup option.

Step 3: Create a QuickBooks Online Account

  • Once work associated with data finished, create a QuickBooks online account and provide the important data required such as email address, Name, mob number, and password.
  • When the above step is completed log out of the account.

Step 4: Open QuickBooks Desktop

  • After logging out, the new QuickBooks Online account open QuickBooks Desktop to export the data. Don’t forget to download the recent update.
  • For that simply go to the Help menu and click on QuickBooks update.
  • Now, click on the Company menu and select Export Company file to QB online.

Step 5: Log in to QuickBooks Online Account again

  • After selecting Export company file to QuickBooks online after login to the new account. The system will ask you if you want to export your existing inventory.
  • You should be aware that QuickBooks online values inventory using the FIFO method which is (first in, first out).
  • The inventory will be calculated using the same method from the given start data if you click on yes to the value.

Step 6: Choose QuickBooks Online Company

  • Now from the drop-down select the QB online company where you want to import data

Step 7: Copy Data File

  • After selecting the company file, copy the data file there, which takes some time.
  • After copying all data you will get a notification and you need to click on OK.
  • You need to send an email confirmation regarding the same once your data is ready in QuickBooks online, also you need to ask to complete the setup.
  • Before start working on QuickBooks online check if the data has been exported properly. You may also run a profit and loss statement and balance sheet report then can compare with QuickBooks Desktop and Online.
  • You will get an email notification once data is ready.
  • Now, click on Complete your setup which takes you to log in to QuickBooks Online and review the data.

Need Some one on one QuickBooks Assistance?


Go Through With Video tutorial for move QuickBooks Desktop File to QuickBooks Online

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

Dancing Number

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