Migrating from QuickBooks Online to QuickBooks Enterprise

In this article, you will learn how to migrate from QuickBooks Online to QuickBooks Enterprise using important tools provided by Intuit. You must remember to download QuickBooks Desktop and install it on your personal computer, as it is the foremost step to start the process of migration. Most importantly, you must organize your data properly in QBO so that you can easily keep track of the before and after changes post-migration. 

There are many advanced featured offers in QB Enterprise, and if your business requires such features, feel free to start the data conversion between QuickBooks Online and QBDT Enterprise. A few of these features include multi-currency support, automated reports, advanced inventory, a cash flow hub, time tracking, and whatnot! For more details on how to migrate QuickBooks Online to QuickBooks Enterprise, Keep reading this article!

Steps to Migrate From QuickBooks Online to QuickBooks Enterprise

You can migrate QuickBooks Online to QuickBooks Enterprise by following the instructions in this article.

Steps to be Followed Before Migrate to QuickBooks Enterprise

All of your crucial accounting data may be moved by using the built-in tools which are provided by Intuit. However because the commercial edition uses different data structures, your data will appear very differently. The following actions must be taken before migrating data to QuickBooks Enterprise from Online:

• First, you have to Install QuickBooks Desktop by downloading it to your system.
• Use the product and license numbers to activate QuickBooks Desktop.
• QuickBooks Enterprise can be cleaned up of unwanted or junk files.

Your Intuit account has information about activation, navigate there and check it.

You should be aware of a few things, according to the QuickBooks reports. when you want to transfer data on your own, without the help of a third party. The following crucial points are provided must be kept in mind.

• Only that particular edition of QuickBooks Online can export to QuickBooks Desktop.
• For the export facility to function, you will require a Master Administrator, Company Administrator, and Invited Accountant.
• You must be using Internet Explorer 10 or a later version on your computer.
• The QuickBooks for Windows version that you want to export from must be installed on your PC.

Using the Migration Tool, convert QuickBooks Online to QuickBooks Enterprise. Following are the steps of conversion by using the migration Tool:

• Transfer your accounting records from Enterprise to QuickBooks Online.
• Export QuickBooks Online vendor, client, and employee lists to Enterprise.
• Transfer transactions from QuickBooks Online to Enterprise, both posting and non-posting.

The Migration of QuickBooks Online’s Chart of Accounts to QuickBooks Enterprise

It can be very time-consuming to create a chart of accounts from scratch. Instead, you can upgrade your QuickBooks Online chart of accounts to QuickBooks Enterprise. The automated method that makes use of the migration tool is faster than the manual process. You do, however, have more authority over the data you choose to migrate.

The following are the steps to exporting your chart of accounts from QuickBooks Online to QuickBooks Enterprise:

• Select the choice for the Chart of Accounts.
• Simply select Run Report.
• Set the report’s preferences appropriately.
• Navigate to the top right corner and hit the Export button.
• Save the information as an Excel or CSV file.
• You can now import the CSV file’s data into QuickBooks Enterprise.

To import a chart of accounts into QuickBooks Enterprise using Excel, follow these steps:

• A chart of Accounts can be selected from the Lists menu.
• Click Import from Excel after selecting Account from the drop-down menu.
• To import an Excel file, click Browse and then your desired Excel file.
• Click the open button after selecting the file.
• By changing the columns in the heading, you may properly map your accounts. To map properly, utilize the procedures listed below:
  • For the column to be mapped to the account, enter the correct name.
  • In the Account option, select the Import type.
  • Analyze each column against the data in QuickBooks.
  • Hit on the Save button.
  • Click Import.
  • Click Yes when you get a confirmation notice.

Data can now be verified to make sure that all of your accounts were correctly migrated into the Enterprise edition. To avoid messing up your accounts in the process, make a backup of your company file before importing your files. The chart of accounts serves as the foundation of your company file; thus, it can be useful to create a backup file before making any significant changes.

The Import of CSV Files From QuickBooks Online to QuickBooks Enterprise

As soon as you have your data in CSV format, you can import it into QuickBooks desktop and start working. The procedures for importing into QuickBooks Enterprise are relatively similar, but they vary depending on the kind of data you’re seeking to import vendor list, a customer list, a transaction list, or a chart of accounts.

To import CSV files from QuickBooks Online to Enterprise, follow these steps:

• Get the QuickBooks Excel CSV Import Toolkit.
• To extract the files from the executable, select a place.
• Start the setup and install the program by adhering to the on-screen directions.
• Open the Tool.
• Select the CSV file you wish to import.
• Select Import file by clicking on it.

You can use reports on both platforms to check the data migration after importing the data from the CSV file into QuickBooks Desktop. This makes checking that you’re taking care of everything simple. We hope that the above data is useful for you to convert QuickBooks Online to QuickBooks Enterprise. In some cases, it is difficult to understand the steps, if you face so then you can contact our Dancing Numbers experts who will help you resolve the issue.

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