Searching for the process to move or convert QuickBooks desktop to QuickBooks online? Well, if that is the case, then this segment is going to help you a lot. When you want to move or convert from QuickBooks desktop files to QuickBooks online, then you don’t need to start all over again, you need to just move the desktop file to a QuickBooks online company. In this blog, we will be sharing the complete set of steps to move or covert your QuickBooks desktop to QuickBooks online. To learn more, make sure to read this post till the end, or you can also consult our team at +1(844)405-0907 and we will provide you with immediate support services. We are a team of certified QuickBooks professionals who work round the clock in providing immediate support services.

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Steps to move or convert QuickBooks desktop files to QuickBooks online

Verifying the financial reports

o   At first, verify the inventory recalculation. The reason behind this is that the QuickBooks desktop entries do not get sorted until the user wants to get it presented in a particular manner. Also, the user is required to compare un-deposited funds and AR balanced individually. And setting the accounting method to accrual is also needed from the user’s end.

Setting up the payroll system

Now set up payroll system manually. The steps involved in this process are as follows:

o   The user is supposed to click on Workers option.

o   Once done with that, mark paid in column with Yes under all the employees who have already been paid.

o   Now, select Complete Payroll setup option.

o   Perform all the instructions that are provided under the dialog box.

o   After that, click on the Run payroll button and you are good to go.

Link the existing payment methods

Pick up the custom payment types

o   The user needs to now choose the drop-down option stating Choose one, in the QuickBooks online column.

o   From the list of Pay types, the user is required to choose the closest match for all the items.

o   Click on save and close the option, in order to complete the mapping procedure/

o   Repeat the step 2 and 3 for all items that might be required to map the pay types. Move ahead by selecting continue and you are done with the process.

We end this post right here with the hope that the information shared in above might be of some help in moving or converting QuickBooks desktop files to QuickBooks online. However, if you have any queries or if you need our assistance at some point in time, then feel free to contact our QuickBooks tech support at +1(844)405-0907 and they will provide you with immediate support services.