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/

1. HOW TO CONVERT QUICKBOOKS
TO QUICKBOOKS ONLINE

2. Are you ready to move
your bookkeeping to the
cloud?
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3. No, not this cloud . We mean
online storage 
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4. If you have been using
QuickBooks Pro or
Premier, it may be time
for you to use
QuickBooks Online
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5. so that you can have
anytime, anywhere
access to your books
and take advantage of
the latest apps.
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6. Here are the steps!
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7. STEP 1:
IMPORT YOUR DATA INTO
QUICKBOOKS ONLINE
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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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12. Click Update QuickBooks
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14. Once the update is
complete, click the
“Company” Menu, then
choose “Export
Company File to
QuickBooks Online”
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16. Are you a Mac user? If
using QuickBooks on
Mac, go to File, then
export, then choose
QuickBooks Online.
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17. STEP 2:
CREATE A QUICKBOOKS ONLINE
ACCOUNT OR SELECT AN
EXISTING COMPANY
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18. If you don’t have a
QuickBooks Online
account, you can create
one.
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19. Click “create a new
QuickBooks Online
company”, and
click Continue.
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21. If you have already
created a QuickBooks
Online account, sign in
and select the company
you want to export to.
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22. Just be sure to select the
right one.
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23. Be careful! Importing
data into an existing
company file will erase
any data that you may
have already entered! 235MinuteBookkeeping.com

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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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31. THINGS TO CONSIDER
BEFORE CONVERTING
FROM QUICKBOOKS TO
QUICKBOOKS ONLINE
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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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40. •Memorized transactions
•Customized invoice
templates
•Inventory
•Sales tax rates
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41. •Budgets
•Custom fields
•Price levels
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42. •International versions of
QuickBooks cannot be
imported into QBO’s
United States version.
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43. •Also, payroll data
imports as checks into
QBO and not paychecks
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44. You will need to set up
payroll in QBO if you will
be processing payroll in
QBO.
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45. Be sure to allow for time
to set up payroll in QBO
before you run the next
payroll.
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46. If you have a large file
or data that will not
import into QuickBooks
Online,
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47. I recommend that you
seek the help of
a certified QuickBooks
Online Proadvisor to
help you condense your
data file 475MinuteBookkeeping.com

48. and make an assessment
whether your file is a
good candidate for
converting from
QuickBooks to
QuickBooks Online. 485MinuteBookkeeping.com

49. LAST WORDS OF ADVICE
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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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