![]() We Will Enter Transactions and Make Journal Entries in QBO They will also require that you create your QuickBooks Online account and send them an Accountant Invitation. Your accountant will need login details in order to perform the conversion. The password can be changed after the conversion is complete if you choose. With this service, we require that you provide your accountant with a backup copy of your fully updated QuickBooks Desktop File and provide your current Admin User ID and Password. Here is a link provided by Intuit’s QuickBooks Help Forum to review and find out more: What Does Not Convert to QBO Create a Backup Copy of Your Updated QuickBooks Desktop File There are also differences with naming conventions and available fields between the two QuickBooks versions. There are some key differences and features that do not convert to QBO. It is important to review and understand what does not convert from QuickBooks Desktop to QuickBooks Online. Review What Does Not Convert from QuickBooks Desktop to QBO It’s advisable to condense your file to reduce the total targets amount so that your conversion can be done. ![]() If the file is over this limit, you will only be given the option to import your lists and balances when exporting. ![]() ![]() In order to convert to QuickBooks Online, your QuickBooks Desktop file must not exceed a total target limit of 350,000. Condense QuickBooks Desktop Files Over the 350,000 Target Limit Your accountant will enter outstanding sales tax liabilities with this service. Verify your sales tax filings are current before we perform the migration. You may need to make adjusting entries to sales tax filings after conversion. Verify Your Sales Tax Filings are Current Before Migrating to QBO Additionally, it is important to make sure that your accounting transactions are current, and your accounts are reconciled prior to creating the backup file for the conversion process. Be sure to process any outstanding payroll and make payroll tax payments prior to conversion. The data will not convert properly, and errors will occur. We recommend that you do not attempt to convert from Desktop to Online if you have already turned on Payroll in QBO. Please note that the installation and conversion will need to be done with Internet Explorer 11 (32-bit).Here is a link to Get Started.ĭo Not Turn-On Payroll in QBO Prior to Desktop Conversion Do not register the trial version, as it can lock you out of QuickBooks. If you are using a version of QuickBooks Desktop that is older than 2016, you will download and install an updated trial and restore your company file in it for the conversion process. If Your QuickBooks Desktop Version is Older than 2016, Download & Install Updated Trial The checklist will be uploaded into the From My Accountant folder. Your accountant will provide you with a checklist of action items for the conversion process and will inform you about the information that will not import with the conversion to QBO. Note that when we import your Desktop file it will replace your Online file and overwrite existing information entered. Intuit offers a 30-day free trial of QuickBooks Online for those that want to try it before they buy it, and no credit card is required. You can import QuickBooks Desktop data within the First 60 days of starting a QuickBooks Online Company. You Can Convert QuickBooks Desktop to QBO in the first 60 Days Let our experts help convert your books from QuickBooks Desktop to QuickBooks Online. Cloud accounting is the way of the future. Today, traditional office servers are more vulnerable to cyber attack than cloud servers, and they have fewer layers and measures of protection for your data. There are lots of rumors out there that the cloud is not secure, and we find them to be false. Over the past decade, many businesses have moved their business operations process into the cloud. Our firm founders started using QuickBooks Desktop more than 20 years ago before the invention of cloud accounting.
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