How Do I Import Client Data to QuickBooks Online? As an accounting expert, you must be experiencing many of your clients willing to switch from QuickBooks to QuickBooks Online (QBO). The transition is not only in favour of your clients but it would also make your accounting routines easier through a number of benefits that QBO offers. Some of these include: ● Better sharing and accessibility of accounting data as QBO is based platform ● No stress of upgrading or updating the software as it automatically ● Extended support from the QBO community as well as experts 24/7 ● Availability of fantastic third-party apps that add unmatched accounting tasks
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As more and more businesses and organizations are impressed by these benefits, you can expect more of your clients demanding the transition from the current QB Desktop environment. So, you must be looking for assistance to import your client’s data to QBO if you haven’t done it earlier. There are two ways to achieve it – either you learn the process or hire an expert who can take the entire responsibility of making this transition simple and smooth. Find out about each of these options from the following discussion. Learn Data Conversion Depending on whether you are exporting from QuickBooks Desktop Pro, Premier or Enterprise edition, the steps may differ slightly. Also, the steps are different for exporting from Windows and exporting from Mac. Before you learn about these steps, it is important that you answer a few questions: ● What information would be converted to QBO and what would not be? Make sure that you and your client are aware of this before the process starts. ● Is your QuickBooks Desktop up to date? If not, make sure that you do it before conversion. ● What is the size of your Desktop file? If it is more than 350,000 targets long, you would need to condense it for conversion. Here are the general steps that you need to follow: ● Open the Desktop file you need to move. Make sure you log in as admin ● From the main toolbar, click Company and choose Export Company File to QuickBooks Online ● Click Start Your Export ● Now, sign in to QuickBooks Online (make sure you have one before starting) as admin ● Decide whether you bring inventory (if you track it in Desktop)
● Click on Choose online company and select the company from the dropdown menu that you wish to replace with the Desktop file ● Click Continue, enter Agree and select Replace ● Choose Yes, go ahead and replace the data and click Replace Hire an Expert If you hire an expert for the conversion process, all you would need to do is provide him or her with the files you need to convert. That’s’ all! A professional conversion expert would keep the entire process transparent. MMC Convert offers QuickBooks to QuickBooks Online conversion for different types of client data and files. Our experts know how to handle the conversion process for Desktop Pro, Premier and Enterprise and also for Mac users. Apart from conversion, we also offer post-conversion support to help our clients get familiar with the new environment.