Moving from QuickBooks Enterprise to QuickBooks Online There may be several reasons for moving to QuickBooks Online from QuickBooks Enterprise. Looking into the benefits of better data sharing, robust assistance, anytime data access, automatic downloads, or secured Intuit data servers, QuickBooks Online (QBO) has it all. Moving an existing QuickBooks Enterprise file to QuickBooks Online, however, is not as easy as it seems. Unlike importing data from QuickBooks Pro and Premier, there are no limitations to convert from QuickBooks Enterprise to QBO with respect to data size. Nonetheless, there are certain restrictions on importing different types of data. For instance, you cannot import all types of data contained in the file such as Reports, Reconciliation Reports, Audit Trails, and Recurring Credit Card Charges. Basic Requirements for Moving to QuickBooks Online from QuickBooks Enterprise
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The latest version of Internet Explorer Speedy internet connection QuickBooks Online Essential or Plus subscription QuickBooks Company file less than 60 days old Admin rights to access QBO
Step-by-Step Conversion Process Step#1: Update QB Desktop Update the QuickBooks Desktop. You can download latest updates and install the same. Step#2: Import QB Enterprise File to QBO
● Open QB Desktop, go to the Company tab and select option ‘export company file to ● ● ● ●
QuickBooks Online’ Enter QBO user ID and password Checkmark the agreement checkbox Sign in and see the message ‘making a copy for your company file’ Wait for message ‘Looks Good! We’ll take it from here.” This message comes after QuickBooks Enterprise file has been successfully imported to QBO
Step#3:
Confirm QBO Account Setup
● Confirm ‘export to QuickBooks Online’ by clicking ‘OK’ in the window. You shall receive a confirmation email in your registered email address ● Open the email and see. ‘Congratulations! Your data is now available on QuickBooks Online’ ● Click on ‘continue to account setup’
● Now you would be able to see all QuickBooks Enterprise data in your QuickBooks Online account Step#4: Verify Data
● Once the process of moving to QuickBooks Online is successfully completed, you
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would have to verify all the data available in QBO that was exported from QuickBooks Desktop accounting software In order to verify exported data, run reports from Balance Sheet, Profit and Loss, and other similar features Click on ‘Reports’ to run any of the report Click ‘Customize’ and select ‘All’ Click ‘OK’ to verify all available information in the report
Final Word QuickBooks Enterprise accounting software has plenty of advanced features. If you happen to use any of the advanced features like advanced inventory or advanced reporting, you must start afresh. If you are converting from the company file, some data may not be converted. If you wish to continue using the features of QuickBooks Enterprise, check out some of the latest cloud-enabled QuickBooks Enterprise data features. Moving to QuickBooks Online from any other accounting software is relatively easier than QuickBooks Enterprise. As the company accounting software asks for a lot of details, you must handle it professionally. Trust MMC Convert for moving to QuickBooks Online any time.