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Import quickbooks online to desktop |
Import quickbooks online to desktop.Converting QuickBooks Online to QuickBooks Desktop
How To Convert QuickBooks Desktop to Online in 7 Steps
How to Convert From QuickBooks Desktop Enterprise to QuickBooks Online
Congratulations on securing your new client. This section is designed to walk you through the process, step by step, with easy-to-follow checklists. This is the Quick Create menu. You must be at the Your Practice screen or the workflows below will not be there.
Pretty simple, right? There are some settings you will need to look at on behalf of your client. If your client is a QuickBooks Desktop user, there is a wonderful conversion tool in both Desktop and Mac editions. Once the conversion tool has done its job, there are additional steps. For a detailed look at the steps outlined below, you can view a step-by-step demo of a conversion from QuickBooks Desktop to QuickBooks Online here. If you are converting from Enterprise or Mac , click these links to view additional conversion steps.
It truly deep dives conversion. I would recommend watching this at least once for an overall understanding of what could or could not happen during a conversion. This same resource provides information on what to expect when converting inventory. Most of the time conversion is quite easy. Walk through it together with your client. Log into QBOA and look for the symbol at the top right.
You must be at the Your Practice screen or these workflows below will not be there. If you are using Enterprise or Mac, you can still convert. Click these Enterprise or Mac links to review additional resources on those topics. In that same email, you can also access an Import Summary report to get more insights on the conversion. You will need to have the QuickBooks Desktop file open as well.
As previously mentioned, follow the steps in the QuickBooks Online Conversion Checklist Post-Conversion section to ensure you have successfully completed conversion. Now you can collaborate and work with your client in real time. There are so many benefits to transitioning our client to QuickBooks Online, and this is just one. Enjoy the new freedom that cloud accounting gives you both! Erin is the ultimate bookkeeper's friend! During this time she educated thousands of QuickBooks desktop students across the United States and Intuit Support teams.
Helping users on a more personal level is her real calling. Through her personal coaching, thousands of companies have learned to effectively navigate and customize QuickBooks for their particular use. Erin continues to assist accounting professionals to realize the full potential of both cloud based and traditional software options.
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