How to Convert QuickBooks Enterprise to Online

Planning to switch from QuickBooks Desktop to QuickBooks Online? Look no further! Here are the steps required to convert QuickBooks […]

Planning to switch from QuickBooks Desktop to QuickBooks Online? Look no further! Here are the steps required to convert QuickBooks Enterprise to Online along with the benefits of data conversion. However, It is not a simple task and one needs a step-by-step guide to convert the same. It offers a complete solution for your business.

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Data such as sales tax payments, payroll liability checks, credit memos, charts of accounts, vendor credits, liability adjustments, sales receipts, and vendor lists are converted during this migration. If you successfully convert QuickBooks Enterprise to Online, you can experience advantages such as remote access, better-shared access, and no need to save data. For more details, keep reading!

Why Choose QuickBooks Online?

Needless to say, QuickBooks Online does save a lot of space on your desktop. QuickBooks Online offers business owners a practical solution for remote access. You have strong on-the-go access to information with your QuickBooks account, which you, your bookkeeper, or your accountant may access from any online browser. offering-oriented firms would benefit greatly from this internet offering. 

Here’s why you should choose QuickBooks Online instead of QB Enterprise. 

  • The employees and accounts get shared access. 
  • No need to constantly update it, just log in and start using it.
  • Online chat assistance.
  • Nightly automatic downloads and hassle-free app sync.
  • No need to create a backup.
  • Secured Data due to Intuit Servers. 
  • Automated invoices and statements are sent.
  • Financial reports are automatically sent.
  • Overnight downloading of Bank and Credit card transactions.
  • FIFO or First-in-First-Out Track Inventory.
  • You can access and work on multiple windows at once. 
  • iPhone and iPad can sync details automatically.
  • Credit card and ACH electronic payments are accepted.

TipsBackup QuickBooks Enterprise Data

How to Convert QuickBooks Enterprise to Online?

To convert QuickBooks Enterprise to Online, users must view the software’s Home page. Under the Review Company File section, you will be able to initiate the conversion.

Step 1- Manage Desktop File and Update Software- Pre-conversion checklist

Before you start converting QuickBooks Desktop to Online know the following prerequisites:

  • There are 60 days between QBO account creation and Data migration from the Enterprise. 
  • If the payroll has been set up in QBO, just migrate the list, not the company file. 
  • A few lists and reports will not be converted due to feature limitations. 
  • Update your QuickBooks Enterprise software before conversions.
  • Press Ctrl + 1 on the keyboard to check Total Target. Ensure it is less than 750,000. 
  • Users with subscriptions to advanced features such as advanced inventory and reporting are advised to start fresh with QuickBooks Online. This is because most of the data will not be converted due to feature restrictions.

Once you check through all the pointers above, go ahead and start converting QuickBooks Enterprise to QuickBooks online.

Step 2- Process to Convert QuickBooks Enterprise to Online

To migrate from using QuickBooks Enterprise to QBO, follow the steps mentioned below: 

  • To relocate a desktop company file, log in as the administrator.
  • To view the Product Information window, press Ctrl + 1.
  • The export box will appear when you select Ctrl + B + Q and then select OK.
  • Click “Get started” in the export window.
  • Log in to your QuickBooks Online account as an administrator.
  • After choosing Choose Online company, choose the QuickBooks Online company that your company file wants to replace.
  • Press the Next button.
  • Select the “Yes” option to import inventory if you use QuickBooks Desktop, and then enter the current date.
  • After typing “Agree” into the text area, select Replace.
  • Click Accept, replace the data, and then choose Replace.

Migration of the QuickBooks Enterprise Desktop version to QuickBooks Online will be successfully executed.

Step 3: Ready to Use QBO

  • Establish a credit card or bank account connection.
  • Make invoices and forward them to your client.
  • Monitor your expenses and discover how to settle those using QuickBooks.
  • To set up and manage your payroll in QuickBooks Online, if you use it, refer to this guide.

Note: Readers must note that this process is the same for QuickBooks Pro and Premier account holders too. 

Cross-check your Previous Data- Post conversion checklist

Enlisted below are a few pointers that should be cross-checked once you convert QuickBooks Enterprise to Online. 

  • Ensure that your bank details and credit card details are submitted. 
  • Once the transfer is done, inform all your customers by creating and sending invoices. 
  • Set up location-based sales tax if you or your company track sales tax.
  • Payroll users must set up and run payroll in QuickBooks Online.
  • Learn how to track bills and pay them online.


Hopefully, the above steps for converting QuickBooks Enterprise to Online helped you a lot. The process of conversion from Enterprise Accounts to QBO will help you in many ways, for example, it will streamline operations with features like automatic data backup and removing the need for manual updates. Still, if you have any questions or issues dial the Dancing Numbers helpdesk number and connect yourself to QuickBooks professionals. QuickBooks team is available 24*7 to help you out with everything related to QuickBooks. You can email or fill out the form the get a call back from certified and dedicated QuickBooks executives.

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Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-800-596-0806 or chat with experts.

Frequently Asked Questions

Can you convert QuickBooks Enterprise to Online?

Yes, you can convert from QBDT Enterprise to QBO. Most of the data is converted during this migration, such as sales tax payments, payroll liabilities, and charts of accounts can be converted. Feel free to perform this transition, and for safety, do create a backup file before the conversion begins.

What are the prerequisites for converting to QuickBooks Online?

The prerequisites for converting to QBO include that you must ensure your QuickBooks Enterprise is updated. Also, check that your company file size is under 750,000 targets.

How to convert QuickBooks Enterprise to Online?

To start migrating QuickBooks Enterprise to Online, you must first log in as an administrator in QBDT Enterprise. Then, navigate to the Product Information window by pressing Ctrl + 1, and follow the prompts to export your data to QBO. For a step-by-step guide, refer to the article provided above!

What are the benefits of transitioning to OBO from QuickBooks Enterprise?

The major benefits of transitioning to QuickBooks Online from QuickBooks Enterprise are remote access from any device, automatic data backups, simplified collaboration with shared access, and seamless integration with other online tools.

Will all features be transferred during QuickBooks Enterprise to Online conversion?

No, features like batch invoicing, industry-specific reports, and certain advanced inventory functionalities may not get transferred during the conversion. The reason behind the same is the subscription to advanced tools, which are unavailable in QBO.

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