Are you ready to move your bookkeeping to the cloud? If you have been using QuickBooks Pro or Premier, it may be time for you to use QuickBooks Online so that you can have anytime anywhere access to your books and take advantage of the latest apps.
Here's the related blog post: http://5minutebookkeeping.com/how-to-convert-quickbooks-to-quickbooks-online/
8. Transferring your data to
QuickBooks Online is easy,
and it won’t affect your
original copy of the file. Be
sure to follow these steps
before you switch.
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9. Make sure you install the
latest software updates in
your version of QuickBooks
desktop.
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10. To do that, go to Help
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25. Transferring a data
usually takes only about
10 minutes. When it’s
done, you will receive a
confirmation email with
a link to sign in.
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27. STEP 3:
MAKE SURE EVERYTHING
IS IMPORTED PROPERLY
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28. Sign in to QBO. Now, you
will need to run some
reports to make sure
everything converted
properly.
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29. • Run a Profit & Loss Report
for all dates and a balance
sheet for all dates in both
QBO and QuickBooks.
• Make sure that all the
totals match.
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30. • Call QBO technical support
if they don’t.
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32. •QuickBooks Online allows
you to import data from
QuickBooks within the first
60 days of creating your
QuickBooks Online
account.
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33. When this data is
imported, it replaces any
data in the QuickBooks
Online account.
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34. •Make sure that your file
size is not too big to
import into QBO.
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35. HOW?
From your QuickBooks desktop
file – click F2. The Product
information window will open.
Confirm that the “Total
Targets” is less than 350K.
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37. •Make sure that your
data is healthy for a
conversion:
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38. • From your QuickBooks desktop file,
go to:
–File > Utilities > Rebuild Data,
then
–File > Utilities > Verify Data
• Confirm there are no errors or file
corruption
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39. Most QuickBooks data
can be imported, but
there are some
limitations. Currently,
you cannot import:
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50. I know that you are
probably very eager to
get your data up in the
cloud and start working
with QuickBooks
Online.
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51. I encourage you to take
your time and to make
sure that your
conversion is successful
before you start using
QuickBooks Online.
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52. This way, you’ll get off to
a good start with QBO
and you’ll be confident
that your data converted
correctly.
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53. I hope you learned lots in
this tutorial!
For more tutorials please
visit
http://5MinuteBoookkeeping.com
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